Costello Asset Management’s UnitedHealth UNH Stock Holding History

Costello 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	$49K	Hold	181	–	–	0.02%	232
2025 Q4	$59.8K	Hold	181	–	–	0.02%	203
2025 Q3	$62.5K	Sell	181 -349	-66%	-$106K	0.02%	203
2025 Q2	$165K	Sell	530 -2,305	-81%	-$881K	0.06%	122
2025 Q1	$1.48M	Sell	2,835 -3,710	-57%	-$1.9M	0.6%	37
2024 Q4	$3.31M	Sell	6,545 -140	-2%	-$79.5K	2.19%	17
2024 Q3	$3.91M	Buy	6,685 +37	+0.6%	+$20.9K	2.61%	13
2024 Q2	$3.39M	Sell	6,648 -420	-6%	-$206K	2.52%	13
2024 Q1	$3.5M	Buy	7,068 +1,025	+17%	+$521K	2.5%	18
2023 Q4	$3.18M	Buy	6,043 +5,624	+1,342%	+$3M	2.64%	17
2023 Q3	$211K	Buy	+419	New	+$206K	0.19%	52
2022 Q1	–	Sell	-110	Closed	-$55K	–	265
2021 Q4	$55K	Sell	110 -10	-8%	-$4.53K	0.03%	106
2021 Q3	$47K	Hold	120	–	–	0.03%	111
2021 Q2	$48K	Hold	120	–	–	0.03%	109
2021 Q1	$45K	Hold	120	–	–	0.03%	118
2020 Q4	$42K	Buy	120 +100	+500%	+$33.5K	0.03%	115
2020 Q3	$6K	Buy	20 +10	+100%	+$3.07K	0.01%	189
2020 Q2	$3K	Buy	+10	New	+$2.87K	﹤0.01%	201

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

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

Costello Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 181 shares worth $49K. The position accounts for 0.02% of the portfolio, ranked #232.

Costello Asset Management first reported a position in UNH in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.91M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Costello Asset Management held 181 shares of UnitedHealth worth $49K as of Q1 2026.
Costello Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #232 holding.
Costello Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 18 quarters since.
Costello Asset Management's UnitedHealth position peaked at $3.91M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.