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Destiny Wealth Partners’s UnitedHealth UNH Stock Holding History

Destiny Wealth Partners’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 		$295K Buy
1,090
+391
+56% +$116K 0.03% 183
2025
Q4 		$246K Sell
699
-1
-0.1% -$339 0.03% 188
2025
Q3 		$242K Sell
700
-289
-29% -$87.4K 0.03% 184
2025
Q2 		$309K Buy
989
+564
+133% +$216K 0.04% 156
2025
Q1 		$223K Sell
425
-28
-6% -$14.3K 0.04% 152
2024
Q4 		$229K Buy
453
+2
+0.4% +$1.14K 0.04% 152
2024
Q3 		$264K Sell
451
-17
-4% -$9.62K 0.05% 139
2024
Q2 		$238K Sell
468
-250
-35% -$123K 0.04% 141
2024
Q1 		$355K Sell
718
-4
-0.6% -$2.03K 0.06% 114
2023
Q4 		$394K Buy
722
+72
+11% +$38.4K 0.07% 110
2023
Q3 		$328K Hold
650
– – 0.07% 126
2023
Q2 		$329K Sell
650
-14
-2% -$6.85K 0.06% 127
2023
Q1 		$314K Buy
664
+43
+7% +$20.8K 0.06% 130
2022
Q4 		$329K Sell
621
-6
-1% -$3.18K 0.07% 129
2022
Q3 		$317K Sell
627
-20
-3% -$10.5K 0.07% 114
2022
Q2 		$332K Buy
647
+58
+10% +$29.1K 0.07% 112
2022
Q1 		$300K Hold
589
– – 0.06% 134
2021
Q4 		$296K Hold
589
– – 0.06% 144
2021
Q3 		$230K Sell
589
-132
-18% -$54.7K 0.05% 156
2021
Q2 		$289K Buy
721
+113
+19% +$45.1K 0.06% 163
2021
Q1 		$226K Buy
608
+14
+2% +$4.85K 0.05% 155
2020
Q4 		$208K Buy
+594
New +$199K 0.04% 198

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

Destiny Wealth Partners's UNH Position: Q1 2026 in Review

Destiny Wealth Partners increased its UnitedHealth (UNH) stake by 56% in Q1 2026, buying an estimated $116K and bringing the position to 1,090 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #183.

Destiny Wealth Partners first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $394K in Q4 2023. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Destiny Wealth Partners held 1,090 shares of UnitedHealth worth $295K as of Q1 2026.
  • Destiny Wealth Partners bought 391 UnitedHealth shares in Q1 2026, an estimated $116K.
  • UnitedHealth made up 0.03% of Destiny Wealth Partners's portfolio in Q1 2026, its #183 holding.
  • Destiny Wealth Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Destiny Wealth Partners's UnitedHealth position peaked at $394K in Q4 2023.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.