Corient Private Wealth
UNH icon

Corient Private Wealth’s UnitedHealth UNH Stock Holding History

Corient Private Wealth’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 		$148M Sell
547,213
-206,264
-27% -$61.4M 0.21% 96
2025
Q4 		$211M Buy
753,477
+341,726
+83% +$116M 0.14% 147
2025
Q3 		$142M Sell
411,751
-65,222
-14% -$19.7M 0.22% 92
2025
Q2 		$149M Sell
476,973
-640,011
-57% -$245M 0.2% 107
2025
Q1 		$585M Sell
1,116,984
-33,718
-3% -$17.2M 0.96% 16
2024
Q4 		$580M Sell
1,150,702
-70,352
-6% -$40M 0.96% 16
2024
Q3 		$714M Buy
1,221,054
+76,936
+7% +$43.5M 1.11% 14
2024
Q2 		$583M Buy
1,144,118
+58,163
+5% +$28.5M 1.01% 15
2024
Q1 		$537M Sell
1,085,955
-7,009
-0.6% -$3.56M 0.96% 15
2023
Q4 		$575M Buy
1,092,964
+174,154
+19% +$92.9M 1.06% 12
2023
Q3 		$463M Sell
918,810
-3,632
-0.4% -$1.79M 1.06% 9
2023
Q2 		$443M Buy
922,442
+167,250
+22% +$81.8M 1.02% 11
2023
Q1 		$357M Buy
755,192
+312,118
+70% +$151M 0.96% 17
2022
Q4 		$235M Buy
+443,074
New +$235M 0.85% 20

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

Corient Private Wealth's UNH Position: Q1 2026 in Review

Corient Private Wealth reduced its UnitedHealth (UNH) stake by 27% in Q1 2026, selling an estimated $61.4M and leaving 547,213 shares worth $148M. The position accounts for 0.21% of the portfolio, ranked #96.

Corient Private Wealth first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $714M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Corient Private Wealth held 547,213 shares of UnitedHealth worth $148M as of Q1 2026.
  • Corient Private Wealth sold 206,264 UnitedHealth shares in Q1 2026, an estimated $61.4M.
  • UnitedHealth made up 0.21% of Corient Private Wealth's portfolio in Q1 2026, its #96 holding.
  • Corient Private Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's UnitedHealth position peaked at $714M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.