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Collaborative Wealth Management’s UnitedHealth UNH Stock Holding History

Collaborative 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
-666
Closed -$220K – 238
2025
Q4 		$220K Buy
+666
New +$226K 0.08% 215
2021
Q4 		$224K Buy
+446
New +$202K 0.12% 183

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Collaborative Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 666 shares — an estimated $220K sold.

Collaborative Wealth Management first reported a position in UNH in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Collaborative Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 666 UnitedHealth shares in Q1 2026, an estimated $220K.
  • Collaborative Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 2 quarters.
  • Collaborative Wealth Management's UnitedHealth position peaked at $224K in Q4 2021.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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