Circle Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
6,270
+12
| +0.2% | +$3.57K | 0.02% | 99 |
|
|
2025
Q4 | $2.07M | Buy |
6,258
+294
| +5% | +$99.6K | 0.03% | 81 |
|
|
2025
Q3 | $2.06M | Buy |
5,964
+546
| +10% | +$165K | 0.04% | 78 |
|
|
2025
Q2 | $1.69M | Buy |
5,418
+1,236
| +30% | +$472K | 0.04% | 92 |
|
|
2025
Q1 | $2.19M | Sell |
4,182
-936
| -18% | -$478K | 0.05% | 69 |
|
|
2024
Q4 | $2.59M | Buy |
5,118
+13
| +0.3% | +$7.39K | 0.05% | 66 |
|
|
2024
Q3 | $2.98M | Sell |
5,105
-145
| -3% | -$82K | 0.07% | 61 |
|
|
2024
Q2 | $2.67M | Sell |
5,250
-446
| -8% | -$219K | 0.06% | 60 |
|
|
2024
Q1 | $2.82M | Sell |
5,696
-32
| -0.6% | -$16.3K | 0.07% | 60 |
|
|
2023
Q4 | $3.02M | Buy |
5,728
+143
| +3% | +$76.3K | 0.08% | 56 |
|
|
2023
Q3 | $2.82M | Buy |
5,585
+1,113
| +25% | +$548K | 0.07% | 57 |
|
|
2023
Q2 | $2.15M | Buy |
4,472
+1
| +0% | +$489 | 0.28% | 35 |
|
|
2023
Q1 | $2.11M | Hold |
4,471
| – | – | 0.31% | 36 |
|
|
2022
Q4 | $2.37M | Sell |
4,471
-174
| -4% | -$92.2K | 0.37% | 32 |
|
|
2022
Q3 | $2.35M | Sell |
4,645
-490
| -10% | -$258K | 0.39% | 31 |
|
|
2022
Q2 | $2.64M | Sell |
5,135
-3
| -0.1% | -$1.51K | 0.42% | 29 |
|
|
2022
Q1 | $2.62M | Sell |
5,138
-123
| -2% | -$59.3K | 0.34% | 35 |
|
|
2021
Q4 | $2.64M | Buy |
5,261
+1
| +0% | +$453 | 0.34% | 36 |
|
|
2021
Q3 | $2.06M | Buy |
5,260
+6
| +0.1% | +$2.48K | 0.3% | 38 |
|
|
2021
Q2 | $2.1M | Buy |
5,254
+320
| +6% | +$128K | 0.3% | 38 |
|
|
2021
Q1 | $1.84M | Buy |
4,934
+122
| +3% | +$42.3K | 0.29% | 39 |
|
|
2020
Q4 | $1.69M | Buy |
4,812
+353
| +8% | +$118K | 0.24% | 47 |
|
|
2020
Q3 | $1.39M | Buy |
4,459
+161
| +4% | +$49.5K | 0.23% | 50 |
|
|
2020
Q2 | $1.27M | Buy |
4,298
+2,773
| +182% | +$795K | 0.22% | 52 |
|
|
2020
Q1 | $380K | Buy |
1,525
+53
| +4% | +$14.6K | 0.07% | 126 |
|
|
2019
Q4 | $433K | Sell |
1,472
-149
| -9% | -$39K | 0.08% | 116 |
|
|
2019
Q3 | $352K | Sell |
1,621
-16
| -1% | -$3.86K | 0.07% | 121 |
|
|
2019
Q2 | $399K | Buy |
1,637
+687
| +72% | +$165K | 0.09% | 103 |
|
|
2019
Q1 | $235K | Sell |
950
-39
| -4% | -$9.95K | 0.05% | 141 |
|
|
2018
Q4 | $246K | Sell |
989
-513
| -34% | -$136K | 0.09% | 70 |
|
|
2018
Q3 | $400K | Sell |
1,502
-7
| -0.5% | -$1.82K | 0.13% | 65 |
|
|
2018
Q2 | $370K | Buy |
1,509
+19
| +1% | +$4.56K | 0.13% | 68 |
|
|
2018
Q1 | $319K | Buy |
1,490
+5
| +0.3% | +$1.14K | 0.12% | 71 |
|
|
2017
Q4 | $327K | Buy |
1,485
+16
| +1% | +$3.39K | 0.12% | 71 |
|
|
2017
Q3 | $288K | Buy |
1,469
+70
| +5% | +$13.5K | 0.12% | 67 |
|
|
2017
Q2 | $259K | Buy |
1,399
+72
| +5% | +$12.6K | 0.11% | 69 |
|
|
2017
Q1 | $218K | Buy |
1,327
+5
| +0.4% | +$819 | 0.1% | 69 |
|
|
2016
Q4 | $212K | Buy |
+1,322
| New | +$197K | 0.11% | 64 |
|
Other funds holding UNH
VCM
VPM
Circle Wealth Management's UNH Position: Q1 2026 in Review
Circle Wealth Management increased its UnitedHealth (UNH) stake by 0.19% in Q1 2026, buying an estimated $3.57K and bringing the position to 6,270 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #99.
Circle Wealth Management first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.02M in Q4 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Circle Wealth Management held 6,270 shares of UnitedHealth worth $1.7M as of Q1 2026.
- Circle Wealth Management bought 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
- UnitedHealth made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #99 holding.
- Circle Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Circle Wealth Management's UnitedHealth position peaked at $3.02M in Q4 2023.
- 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.