DWM
UNH icon

Drive Wealth Management’s UnitedHealth UNH Stock Holding History

Drive 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 		$463K Sell
1,711
-656
-28% -$195K 0.1% 172
2025
Q4 		$781K Buy
2,367
+304
+15% +$103K 0.15% 112
2025
Q3 		$712K Sell
2,063
-19
-0.9% -$5.75K 0.15% 116
2025
Q2 		$650K Sell
2,082
-1,952
-48% -$746K 0.14% 130
2025
Q1 		$2.11M Buy
4,034
+966
+31% +$494K 0.5% 41
2024
Q4 		$1.55M Buy
3,068
+135
+5% +$76.7K 0.38% 47
2024
Q3 		$1.71M Sell
2,933
-1,154
-28% -$653K 0.45% 37
2024
Q2 		$2.08M Buy
4,087
+210
+5% +$103K 0.56% 30
2024
Q1 		$1.92M Buy
3,877
+830
+27% +$422K 0.54% 33
2023
Q4 		$1.6M Buy
+3,047
New +$1.63M 0.52% 39
2023
Q3 		– Sell
-2,813
Closed -$1.35M – 312
2023
Q2 		$1.35M Buy
2,813
+32
+1% +$15.6K 0.5% 44
2023
Q1 		$1.31M Buy
2,781
+125
+5% +$60.3K 0.55% 44
2022
Q4 		$1.41M Buy
2,656
+343
+15% +$182K 0.7% 33
2022
Q3 		$1.17M Buy
2,313
+270
+13% +$142K 1.11% 17
2022
Q2 		$1.05M Buy
2,043
+168
+9% +$84.4K 0.96% 24
2022
Q1 		$956K Buy
1,875
+469
+33% +$226K 0.81% 29
2021
Q4 		$706K Buy
+1,406
New +$636K 0.62% 37

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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