Duncan Williams Asset Management’s UnitedHealth UNH Stock Holding History

Duncan Williams Asset 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	$1.13M	Sell	4,161 -179	-4%	-$53.3K	0.31%	45
2025 Q4	$1.2M	Sell	4,340 -27	-0.6%	-$9.15K	0.3%	46
2025 Q3	$1.51M	Buy	4,367 +121	+3%	+$36.6K	0.42%	31
2025 Q2	$1.32M	Buy	4,246 +1,324	+45%	+$506K	0.42%	42
2025 Q1	$1.53M	Buy	2,922 +201	+7%	+$103K	0.55%	30
2024 Q4	$1.38M	Buy	2,721 +147	+6%	+$83.5K	0.54%	34
2024 Q3	$1.5M	Buy	2,574 +528	+26%	+$299K	0.83%	19
2024 Q2	$1.04M	Buy	2,046 +182	+10%	+$89.2K	0.88%	19
2024 Q1	$922K	Buy	+1,864	New	+$948K	0.83%	21

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

Duncan Williams Asset Management's UNH Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its UnitedHealth (UNH) stake by 4.1% in Q1 2026, selling an estimated $53.3K and leaving 4,161 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #45.

Duncan Williams Asset Management first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Duncan Williams Asset Management held 4,161 shares of UnitedHealth worth $1.13M as of Q1 2026.
Duncan Williams Asset Management sold 179 UnitedHealth shares in Q1 2026, an estimated $53.3K.
UnitedHealth made up 0.31% of Duncan Williams Asset Management's portfolio in Q1 2026, its #45 holding.
Duncan Williams Asset Management first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's UnitedHealth position peaked at $1.53M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.