Disciplined Investors’s UnitedHealth UNH Stock Holding History

Disciplined Investors’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	$311K	Buy	1,149 +99	+9%	+$29.5K	0.19%	103
2025 Q4	$347K	Sell	1,050 -317	-23%	-$107K	0.23%	86
2025 Q3	$472K	Sell	1,367 -20	-1%	-$6.05K	0.34%	64
2025 Q2	$433K	Buy	1,387 +122	+10%	+$46.6K	0.34%	64
2025 Q1	$663K	Buy	1,265 +2	+0.2%	+$1.02K	0.6%	45
2024 Q4	$684K	Buy	+1,263	New	+$718K	0.66%	42

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

Disciplined Investors's UNH Position: Q1 2026 in Review

Disciplined Investors increased its UnitedHealth (UNH) stake by 9.4% in Q1 2026, buying an estimated $29.5K and bringing the position to 1,149 shares worth $311K. The position accounts for 0.19% of the portfolio, ranked #103.

Disciplined Investors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q4 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Disciplined Investors held 1,149 shares of UnitedHealth worth $311K as of Q1 2026.
Disciplined Investors bought 99 UnitedHealth shares in Q1 2026, an estimated $29.5K.
UnitedHealth made up 0.19% of Disciplined Investors's portfolio in Q1 2026, its #103 holding.
Disciplined Investors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Disciplined Investors's UnitedHealth position peaked at $684K in Q4 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.