Boomfish Wealth Group’s UnitedHealth UNH Stock Holding History

Boomfish Wealth Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Buy	7,417 +1,605	+28%	+$478K	1.07%	45
2025 Q4	$1.92M	Sell	5,812 -485	-8%	-$164K	1.03%	43
2025 Q3	$2.17M	Buy	6,297 +1,143	+22%	+$346K	1.17%	38
2025 Q2	$1.61M	Buy	5,154 +23	+0.4%	+$8.79K	0.93%	52
2025 Q1	$2.69M	Buy	5,131 +405	+9%	+$207K	1.74%	13
2024 Q4	$2.39M	Buy	4,726 +159	+3%	+$90.3K	1.45%	25
2024 Q3	$2.67M	Sell	4,567 -217	-5%	-$123K	1.64%	19
2024 Q2	$2.44M	Buy	4,784 +121	+3%	+$59.3K	1.58%	21
2024 Q1	$2.31M	Buy	4,663 +424	+10%	+$216K	1.55%	23
2023 Q4	$2.23M	Buy	+4,239	New	+$2.26M	1.61%	23

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boomfish Wealth Group's UNH Position: Q1 2026 in Review

Boomfish Wealth Group increased its UnitedHealth (UNH) stake by 28% in Q1 2026, buying an estimated $478K and bringing the position to 7,417 shares worth $2.01M. The position accounts for 1.07% of the portfolio, ranked #45.

Boomfish Wealth Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.69M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Boomfish Wealth Group held 7,417 shares of UnitedHealth worth $2.01M as of Q1 2026.
Boomfish Wealth Group bought 1,605 UnitedHealth shares in Q1 2026, an estimated $478K.
UnitedHealth made up 1.07% of Boomfish Wealth Group's portfolio in Q1 2026, its #45 holding.
Boomfish Wealth Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's UnitedHealth position peaked at $2.69M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Boomfish Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.