Defined Wealth Management’s UnitedHealth UNH Stock Holding History

Defined 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	$924K	Buy	3,413 +30	+0.9%	+$8.93K	0.54%	53
2025 Q4	$1.12M	Buy	3,383 +7	+0.2%	+$2.37K	0.64%	43
2025 Q3	$1.17M	Buy	3,376 +7	+0.2%	+$2.12K	0.68%	41
2025 Q2	$1.05M	Buy	3,369 +67	+2%	+$25.6K	0.65%	44
2025 Q1	$1.73M	Sell	3,302 -17	-0.5%	-$8.69K	1.16%	26
2024 Q4	$1.68M	Sell	3,319 -12	-0.4%	-$6.82K	1.11%	26
2024 Q3	$1.95M	Sell	3,331 -1	-0%	-$566	1.26%	25
2024 Q2	$1.7M	Buy	3,332 +15	+0.5%	+$7.35K	1.18%	26
2024 Q1	$1.64M	Sell	3,317 -99	-3%	-$50.3K	1.18%	26
2023 Q4	$1.8M	Buy	3,416 +10	+0.3%	+$5.33K	1.38%	21
2023 Q3	$1.72M	Buy	3,406 +28	+0.8%	+$13.8K	1.46%	21
2023 Q2	$1.62M	Buy	3,378 +4	+0.1%	+$1.96K	1.37%	22
2023 Q1	$1.59M	Hold	3,374	–	–	1.49%	22
2022 Q4	$1.79M	Hold	3,374	–	–	1.68%	15
2022 Q3	$1.7M	Hold	3,374	–	–	1.86%	13
2022 Q2	$1.73M	Hold	3,374	–	–	1.78%	13
2022 Q1	$1.72M	Hold	3,374	–	–	1.51%	18
2021 Q4	$1.69M	Hold	3,374	–	–	1.39%	20
2021 Q3	$1.32M	Buy	3,374 +112	+3%	+$46.4K	1.17%	23
2021 Q2	$1.31M	Hold	3,262	–	–	1.16%	23
2021 Q1	$1.21M	Hold	3,262	–	–	1.15%	23
2020 Q4	$1.14M	Buy	+3,262	New	+$1.09M	1.13%	22

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

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

Defined Wealth Management increased its UnitedHealth (UNH) stake by 0.89% in Q1 2026, buying an estimated $8.93K and bringing the position to 3,413 shares worth $924K. The position accounts for 0.54% of the portfolio, ranked #53.

Defined Wealth Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.95M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Defined Wealth Management held 3,413 shares of UnitedHealth worth $924K as of Q1 2026.
Defined Wealth Management bought 30 UnitedHealth shares in Q1 2026, an estimated $8.93K.
UnitedHealth made up 0.54% of Defined Wealth Management's portfolio in Q1 2026, its #53 holding.
Defined Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Defined Wealth Management's UnitedHealth position peaked at $1.95M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.