Copia Wealth Management’s UnitedHealth UNH Stock Holding History

Copia 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	$64.9K	Hold	240	–	–	0.04%	177
2025 Q4	$79.2K	Hold	240	–	–	0.06%	162
2025 Q3	$82.9K	Buy	240 +157	+189%	+$47.5K	0.06%	151
2025 Q2	$25.9K	Hold	83	–	–	0.02%	218
2025 Q1	$43.5K	Hold	83	–	–	0.04%	169
2024 Q4	$42K	Buy	+83	New	+$47.2K	0.04%	157

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

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

Copia Wealth Management held its UnitedHealth (UNH) position steady in Q1 2026 at 240 shares worth $64.9K. The position accounts for 0.04% of the portfolio, ranked #177.

Copia Wealth Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $82.9K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Copia Wealth Management held 240 shares of UnitedHealth worth $64.9K as of Q1 2026.
Copia Wealth Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.04% of Copia Wealth Management's portfolio in Q1 2026, its #177 holding.
Copia Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Copia Wealth Management's UnitedHealth position peaked at $82.9K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.