Cooper/Haims Advisors’s UnitedHealth UNH Stock Holding History

Cooper/Haims Advisors’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	-658	Closed	-$217K	–	111
2025 Q4	$217K	Sell	658 -146	-18%	-$49.5K	0.1%	88
2025 Q3	$278K	Sell	804 -104	-11%	-$31.5K	0.13%	67
2025 Q2	$283K	Buy	908 +140	+18%	+$53.5K	0.14%	65
2025 Q1	$402K	Sell	768 -52	-6%	-$26.6K	0.22%	46
2024 Q4	$415K	Sell	820 -40	-5%	-$22.7K	0.24%	44
2024 Q3	$503K	Sell	860 -12	-1%	-$6.79K	0.28%	41
2024 Q2	$444K	Sell	872 -14	-2%	-$6.86K	0.25%	42
2024 Q1	$438K	Sell	886 -38	-4%	-$19.3K	0.25%	44
2023 Q4	$486K	Hold	924	–	–	0.28%	36
2023 Q3	$466K	Buy	924 +1	+0.1%	+$492	0.36%	34
2023 Q2	$444K	Buy	923 +75	+9%	+$36.7K	0.34%	38
2023 Q1	$401K	Sell	848 -120	-12%	-$57.9K	0.32%	38
2022 Q4	$513K	Sell	968 -63	-6%	-$33.4K	0.36%	33
2022 Q3	$521K	Hold	1,031	–	–	0.43%	32
2022 Q2	$530K	Buy	1,031 +66	+7%	+$33.1K	0.35%	33
2022 Q1	$492K	Buy	965 +447	+86%	+$216K	0.32%	38
2021 Q4	$260K	Buy	+518	New	+$234K	0.16%	64

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

Cooper/Haims Advisors's UNH Position: Q1 2026 in Review

Cooper/Haims Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 658 shares — an estimated $217K sold.

Cooper/Haims Advisors first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $530K in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cooper/Haims Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Cooper/Haims Advisors sold 658 UnitedHealth shares in Q1 2026, an estimated $217K.
Cooper/Haims Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
Cooper/Haims Advisors's UnitedHealth position peaked at $530K in Q2 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.