Commonwealth Retirement Investments’s UnitedHealth UNH Stock Holding History

Commonwealth Retirement Investments’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	$2.84M	Buy	10,492 +1,613	+18%	+$480K	0.88%	33
2025 Q4	$2.93M	Sell	8,879 -5	-0.1%	-$1.69K	0.94%	33
2025 Q3	$3.07M	Sell	8,884 -1,388	-14%	-$420K	1.04%	30
2025 Q2	$3.2M	Sell	10,272 -585	-5%	-$224K	1.22%	23
2025 Q1	$5.69M	Buy	10,857 +394	+4%	+$201K	2.31%	13
2024 Q4	$5.29M	Buy	10,463 +168	+2%	+$95.5K	2.18%	13
2024 Q3	$6.02M	Buy	10,295 +195	+2%	+$110K	2.52%	12
2024 Q2	$5.14M	Buy	10,100 +3,824	+61%	+$1.87M	2.36%	12
2024 Q1	$3.1M	Buy	6,276 +353	+6%	+$179K	1.48%	20
2023 Q4	$3.12M	Sell	5,923 -2	-0%	-$1.07K	1.65%	19
2023 Q3	$2.99M	Buy	5,925 +271	+5%	+$133K	1.72%	19
2023 Q2	$2.72M	Buy	+5,654	New	+$2.76M	1.52%	23

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

Commonwealth Retirement Investments's UNH Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $480K and bringing the position to 10,492 shares worth $2.84M. The position accounts for 0.88% of the portfolio, ranked #33.

Commonwealth Retirement Investments first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.02M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Commonwealth Retirement Investments held 10,492 shares of UnitedHealth worth $2.84M as of Q1 2026.
Commonwealth Retirement Investments bought 1,613 UnitedHealth shares in Q1 2026, an estimated $480K.
UnitedHealth made up 0.88% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #33 holding.
Commonwealth Retirement Investments first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Commonwealth Retirement Investments's UnitedHealth position peaked at $6.02M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.