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UNH icon

CreativeOne Wealth’s UnitedHealth UNH Stock Holding History

CreativeOne 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 		$5.18M Buy
19,144
+3,522
+23% +$1.05M 0.12% 163
2025
Q4 		$5.16M Buy
15,622
+470
+3% +$159K 0.13% 145
2025
Q3 		$5.23M Buy
15,152
+2,411
+19% +$729K 0.13% 149
2025
Q2 		$3.97M Buy
12,741
+265
+2% +$101K 0.1% 179
2025
Q1 		$6.53M Sell
12,476
-772
-6% -$395K 0.2% 105
2024
Q4 		$6.7M Buy
13,248
+1,345
+11% +$764K 0.21% 95
2024
Q3 		$6.96M Buy
11,903
+1,512
+15% +$855K 0.24% 90
2024
Q2 		$5.29M Sell
10,391
-4,242
-29% -$2.08M 0.27% 81
2024
Q1 		$7.24M Buy
14,633
+2,908
+25% +$1.48M 0.29% 73
2023
Q4 		$6.17M Buy
11,725
+358
+3% +$191K 0.4% 61
2023
Q3 		$5.73M Buy
11,367
+226
+2% +$111K 0.41% 57
2023
Q2 		$5.36M Sell
11,141
-1,947
-15% -$952K 0.25% 75
2023
Q1 		$6.18M Sell
13,088
-942
-7% -$455K 0.31% 64
2022
Q4 		$7.44M Sell
14,030
-652
-4% -$345K 0.41% 54
2022
Q3 		$7.42M Sell
14,682
-58
-0.4% -$30.5K 0.45% 47
2022
Q2 		$7.57M Buy
14,740
+1,598
+12% +$803K 0.41% 50
2022
Q1 		$6.7M Buy
13,142
+2,370
+22% +$1.14M 0.35% 56
2021
Q4 		$5.41M Buy
10,772
+789
+8% +$357K 0.27% 68
2021
Q3 		$3.94M Buy
9,983
+731
+8% +$303K 0.23% 84
2021
Q2 		$3.71M Buy
9,252
+1,282
+16% +$511K 0.23% 87
2021
Q1 		$2.96M Buy
7,970
+613
+8% +$212K 0.22% 79
2020
Q4 		$2.58M Buy
7,357
+2,345
+47% +$786K 0.21% 82
2020
Q3 		$1.56M Buy
5,012
+958
+24% +$294K 0.22% 76
2020
Q2 		$1.2M Buy
4,054
+629
+18% +$180K 0.19% 77
2020
Q1 		$854K Buy
3,425
+658
+24% +$181K 0.16% 76
2019
Q4 		$814K Buy
2,767
+355
+15% +$92.9K 0.14% 80
2019
Q3 		$524K Buy
2,412
+126
+6% +$30.4K 0.1% 88
2019
Q2 		$558K Buy
2,286
+175
+8% +$42.1K 0.12% 87
2019
Q1 		$522K Buy
2,111
+191
+10% +$48.7K 0.14% 69
2018
Q4 		$478K Buy
+1,920
New +$507K 0.16% 53

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

CreativeOne Wealth's UNH Position: Q1 2026 in Review

CreativeOne Wealth increased its UnitedHealth (UNH) stake by 23% in Q1 2026, buying an estimated $1.05M and bringing the position to 19,144 shares worth $5.18M. The position accounts for 0.12% of the portfolio, ranked #163.

CreativeOne Wealth first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.57M in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CreativeOne Wealth held 19,144 shares of UnitedHealth worth $5.18M as of Q1 2026.
  • CreativeOne Wealth bought 3,522 UnitedHealth shares in Q1 2026, an estimated $1.05M.
  • UnitedHealth made up 0.12% of CreativeOne Wealth's portfolio in Q1 2026, its #163 holding.
  • CreativeOne Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • CreativeOne Wealth's UnitedHealth position peaked at $7.57M in Q2 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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