Boyd Watterson Asset Management’s UnitedHealth UNH Stock Holding History

Boyd Watterson Asset Management’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	$938K	Buy	3,466 +279	+9%	+$83.1K	0.29%	67
2025 Q4	$1.05M	Buy	3,187 +42	+1%	+$14.2K	0.3%	63
2025 Q3	$1.09M	Buy	3,145 +2,931	+1,370%	+$886K	0.32%	63
2025 Q2	$66.8K	Sell	214 -53	-20%	-$20.3K	0.02%	166
2025 Q1	$140K	Sell	267 -51	-16%	-$26.1K	0.04%	140
2024 Q4	$161K	Hold	318	–	–	0.04%	137
2024 Q3	$186K	Sell	318 -13	-4%	-$7.35K	0.05%	130
2024 Q2	$169K	Hold	331	–	–	0.05%	128
2024 Q1	$164K	Hold	331	–	–	0.06%	129
2023 Q4	$174K	Hold	331	–	–	0.07%	129
2023 Q3	$167K	Sell	331 -2	-0.6%	-$984	0.07%	126
2023 Q2	$160K	Sell	333 -125	-27%	-$61.1K	0.06%	127
2023 Q1	$216K	Hold	458	–	–	0.09%	126
2022 Q4	$243K	Buy	+458	New	+$243K	0.1%	119
2019 Q2	–	Sell	-1,142	Closed	-$282K	–	123
2019 Q1	$282K	Buy	+1,142	New	+$291K	0.18%	104

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

Boyd Watterson Asset Management's UNH Position: Q1 2026 in Review

Boyd Watterson Asset Management increased its UnitedHealth (UNH) stake by 8.8% in Q1 2026, buying an estimated $83.1K and bringing the position to 3,466 shares worth $938K. The position accounts for 0.29% of the portfolio, ranked #67.

Boyd Watterson Asset Management first reported a position in UNH in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Boyd Watterson Asset Management held 3,466 shares of UnitedHealth worth $938K as of Q1 2026.
Boyd Watterson Asset Management bought 279 UnitedHealth shares in Q1 2026, an estimated $83.1K.
UnitedHealth made up 0.29% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #67 holding.
Boyd Watterson Asset Management first reported a position in UnitedHealth in Q1 2019 and has held it in 15 quarters since.
Boyd Watterson Asset Management's UnitedHealth position peaked at $1.09M in Q3 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.