Cherry Tree Wealth Management’s UnitedHealth UNH Stock Holding History

Cherry Tree 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	$200K	Sell	741 -28	-4%	-$8.34K	0.04%	162
2025 Q4	$254K	Sell	769 -22	-3%	-$7.46K	0.05%	146
2025 Q3	$273K	Hold	791	–	–	0.06%	137
2025 Q2	$247K	Sell	791 -101	-11%	-$38.6K	0.06%	146
2025 Q1	$467K	Buy	892 +21	+2%	+$10.7K	0.11%	95
2024 Q4	$440K	Buy	871 +56	+7%	+$31.8K	0.11%	99
2024 Q3	$476K	Hold	815	–	–	0.11%	102
2024 Q2	$415K	Sell	815 -2	-0.2%	-$980	0.1%	103
2024 Q1	$404K	Hold	817	–	–	0.1%	103
2023 Q4	$430K	Buy	817 +102	+14%	+$54.4K	0.11%	96
2023 Q3	$360K	Hold	715	–	–	0.11%	101
2023 Q2	$343K	Buy	+715	New	+$350K	0.1%	106

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cherry Tree Wealth Management's UNH Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its UnitedHealth (UNH) stake by 3.6% in Q1 2026, selling an estimated $8.34K and leaving 741 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #162.

Cherry Tree Wealth Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $476K in Q3 2024. 3,044 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cherry Tree Wealth Management held 741 shares of UnitedHealth worth $200K as of Q1 2026.
Cherry Tree Wealth Management sold 28 UnitedHealth shares in Q1 2026, an estimated $8.34K.
UnitedHealth made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #162 holding.
Cherry Tree Wealth Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's UnitedHealth position peaked at $476K in Q3 2024.
3,044 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.