Challenger Wealth Management’s UnitedHealth UNH Stock Holding History

Challenger Wealth 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	–	Sell	-633	Closed	-$209K	–	63
2025 Q4	$209K	Sell	633 -169	-21%	-$57.3K	0.16%	62
2025 Q3	$277K	Sell	802 -685	-46%	-$207K	0.22%	54
2025 Q2	$464K	Sell	1,487 -62	-4%	-$23.7K	0.32%	50
2025 Q1	$811K	Sell	1,549 -197	-11%	-$101K	0.64%	31
2024 Q4	$883K	Buy	+1,746	New	+$992K	0.76%	29

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

Challenger Wealth Management's UNH Position: Q1 2026 in Review

Challenger Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 633 shares — an estimated $209K sold.

Challenger Wealth Management first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $883K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Challenger Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Challenger Wealth Management sold 633 UnitedHealth shares in Q1 2026, an estimated $209K.
Challenger Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
Challenger Wealth Management's UnitedHealth position peaked at $883K in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.