Capital Wealth Alliance’s UnitedHealth UNH Stock Holding History

Capital Wealth Alliance’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	$239K	Hold	882	–	–	0.11%	82
2025 Q4	$243K	Hold	882	–	–	0.1%	80
2025 Q3	$305K	Hold	882	–	–	0.15%	64
2025 Q2	$275K	Buy	+882	New	+$337K	0.15%	64
2020 Q1	–	Sell	-63	Closed	-$17K	–	322
2019 Q4	$17K	Buy	+63	New	+$16.5K	0.01%	182

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

Capital Wealth Alliance's UNH Position: Q1 2026 in Review

Capital Wealth Alliance held its UnitedHealth (UNH) position steady in Q1 2026 at 882 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #82.

Capital Wealth Alliance first reported a position in UNH in Q4 2019 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Capital Wealth Alliance held 882 shares of UnitedHealth worth $239K as of Q1 2026.
Capital Wealth Alliance left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.11% of Capital Wealth Alliance's portfolio in Q1 2026, its #82 holding.
Capital Wealth Alliance first reported a position in UnitedHealth in Q4 2019 and has held it in 5 quarters since.
Capital Wealth Alliance's UnitedHealth position peaked at $305K in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.