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Columbia Asset Management’s UnitedHealth UNH Stock Holding History

Columbia Asset 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
-1,585
Closed -$523K – 180
2025
Q4 		$523K Sell
1,585
-1,290
-45% -$437K 0.09% 119
2025
Q3 		$993K Buy
+2,875
New +$870K 0.19% 85
2025
Q2 		– Sell
-499
Closed -$261K – 228
2025
Q1 		$261K Sell
499
-177
-26% -$90.5K 0.05% 174
2024
Q4 		$342K Sell
676
-211
-24% -$120K 0.06% 158
2024
Q3 		$518K Buy
887
+76
+9% +$43K 0.09% 122
2024
Q2 		$413K Buy
811
+87
+12% +$42.6K 0.08% 131
2024
Q1 		$381K Hold
724
– – 0.08% 131
2023
Q4 		$381K Sell
724
-119
-14% -$63.5K 0.08% 131
2023
Q3 		$425K Sell
843
-20
-2% -$9.84K 0.09% 120
2023
Q2 		$415K Sell
863
-17
-2% -$8.31K 0.09% 127
2023
Q1 		$416K Buy
880
+96
+12% +$46.3K 0.09% 118
2022
Q4 		$416K Buy
784
+25
+3% +$13.2K 0.1% 116
2022
Q3 		$383K Buy
759
+51
+7% +$26.8K 0.1% 124
2022
Q2 		$364K Buy
+708
New +$356K 0.09% 130
2021
Q4 		$344K Buy
686
+1
+0.1% +$453 0.07% 151
2021
Q3 		$268K Buy
685
+125
+22% +$51.8K 0.06% 158
2021
Q2 		$224K Sell
560
-338
-38% -$135K 0.05% 168
2021
Q1 		$334K Buy
898
+53
+6% +$18.4K 0.06% 153
2020
Q4 		$296K Sell
845
-15
-2% -$5.03K 0.06% 151
2020
Q3 		$268K Sell
860
-75
-8% -$23K 0.06% 143
2020
Q2 		$276K Sell
935
-85
-8% -$24.4K 0.07% 139
2020
Q1 		$254K Sell
1,020
-188
-16% -$51.7K 0.06% 134
2019
Q4 		$3.55K Hold
1,208
– – 0.09% 145
2019
Q3 		$263K Sell
1,208
-1,358
-53% -$328K 0.07% 157
2019
Q2 		$626K Buy
2,566
+1,995
+349% +$480K 0.16% 102
2019
Q1 		$141K Hold
571
– – 0.04% 190
2018
Q4 		$142K Hold
571
– – 0.04% 180
2018
Q3 		$152K Buy
+571
New +$149K 0.04% 195

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

Columbia Asset Management's UNH Position: Q1 2026 in Review

Columbia Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,585 shares — an estimated $523K sold.

Columbia Asset Management first reported a position in UNH in Q3 2018 and held it in 28 quarters. The position peaked at $993K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Columbia Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Columbia Asset Management sold 1,585 UnitedHealth shares in Q1 2026, an estimated $523K.
  • Columbia Asset Management first reported a position in UnitedHealth in Q3 2018 and held it in 28 quarters.
  • Columbia Asset Management's UnitedHealth position peaked at $993K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.