Carroll Investors’s UnitedHealth UNH Stock Holding History

Carroll Investors’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	–	Sell	-869	Closed	-$288K	–	34
2025 Q4	$288K	Buy	+869	New	+$294K	0.14%	27
2025 Q2	–	Sell	-443	Closed	-$230K	–	34
2025 Q1	$230K	Sell	443 -830	-65%	-$424K	0.15%	28
2024 Q4	$646K	Buy	1,273 +809	+174%	+$460K	0.36%	21
2024 Q3	$270K	Sell	464 -5	-1%	-$2.83K	0.18%	24
2024 Q2	$333K	Hold	469	–	–	0.23%	20
2024 Q1	$232K	Hold	469	–	–	0.17%	22
2023 Q4	$246K	Sell	469 -44	-9%	-$23.5K	0.2%	20
2023 Q3	$261K	Sell	513 -122	-19%	-$60K	0.23%	23
2023 Q2	$304K	Sell	635 -687	-52%	-$336K	0.23%	25
2023 Q1	$623K	Hold	1,322	–	–	0.51%	26
2022 Q4	$701K	Hold	1,322	–	–	0.74%	23
2022 Q3	$670K	Buy	1,322 +809	+158%	+$425K	0.54%	21
2022 Q2	$263K	Hold	513	–	–	0.24%	28
2022 Q1	$260K	Sell	513 -169	-25%	-$81.5K	0.17%	30
2021 Q4	$341K	Buy	+682	New	+$309K	0.19%	30

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

Carroll Investors's UNH Position: Q1 2026 in Review

Carroll Investors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 869 shares — an estimated $288K sold.

Carroll Investors first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $701K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Carroll Investors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Carroll Investors sold 869 UnitedHealth shares in Q1 2026, an estimated $288K.
Carroll Investors first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
Carroll Investors's UnitedHealth position peaked at $701K in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.