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Eads & Heald Wealth Management’s UnitedHealth UNH Stock Holding History

Eads & Heald 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 		$449K Sell
1,660
-430
-21% -$128K 0.22% 115
2025
Q4 		$690K Sell
2,090
-600
-22% -$203K 0.33% 101
2025
Q3 		$929K Sell
2,690
-956
-26% -$289K 0.44% 85
2025
Q2 		$1.14M Sell
3,646
-1,124
-24% -$430K 0.56% 78
2025
Q1 		$2.5M Sell
4,770
-87
-2% -$44.5K 1.27% 19
2024
Q4 		$2.46M Sell
4,857
-45
-0.9% -$25.6K 1.21% 23
2024
Q3 		$2.87M Sell
4,902
-321
-6% -$182K 1.36% 14
2024
Q2 		$2.66M Sell
5,223
-182
-3% -$89.2K 1.29% 17
2024
Q1 		$2.67M Sell
5,405
-345
-6% -$175K 1.25% 21
2023
Q4 		$3.03M Sell
5,750
-40
-0.7% -$21.3K 1.46% 9
2023
Q3 		$2.92M Sell
5,790
-64
-1% -$31.5K 1.53% 3
2023
Q2 		$2.81M Sell
5,854
-319
-5% -$156K 1.38% 11
2023
Q1 		$2.92M Sell
6,173
-56
-0.9% -$27K 1.44% 8
2022
Q4 		$3.3M Sell
6,229
-89
-1% -$47.1K 1.68% 1
2022
Q3 		$3.19M Sell
6,318
-46
-0.7% -$24.2K 1.81% 1
2022
Q2 		$3.27M Sell
6,364
-66
-1% -$33.1K 1.76% 1
2022
Q1 		$3.28M Sell
6,430
-121
-2% -$58.4K 1.52% 5
2021
Q4 		$3.29M Sell
6,551
-94
-1% -$42.6K 1.43% 5
2021
Q3 		$2.6M Buy
6,645
+1,761
+36% +$729K 1.25% 18
2021
Q2 		$1.96M Sell
4,884
-97
-2% -$38.7K 0.95% 50
2021
Q1 		$1.85M Sell
4,981
-160
-3% -$55.4K 0.95% 50
2020
Q4 		$1.8M Sell
5,141
-47
-0.9% -$15.8K 0.97% 46
2020
Q3 		$1.62M Buy
5,188
+27
+0.5% +$8.29K 0.97% 47
2020
Q2 		$1.52M Sell
5,161
-61
-1% -$17.5K 0.92% 53
2020
Q1 		$1.3M Sell
5,222
-190
-4% -$52.3K 0.92% 50
2019
Q4 		$1.59M Buy
5,412
+47
+0.9% +$12.3K 0.84% 58
2019
Q3 		$1.17M Buy
5,365
+45
+0.8% +$10.9K 0.65% 70
2019
Q2 		$1.3M Sell
5,320
-132
-2% -$31.7K 0.73% 65
2019
Q1 		$1.35M Buy
5,452
+23
+0.4% +$5.87K 0.78% 62
2018
Q4 		$1.35M Sell
5,429
-329
-6% -$86.9K 0.9% 53
2018
Q3 		$1.53M Sell
5,758
-105
-2% -$27.3K 0.88% 56
2018
Q2 		$1.44M Buy
5,863
+1,144
+24% +$275K 0.89% 55
2018
Q1 		$1.01M Sell
4,719
-50
-1% -$11.4K 0.64% 76
2017
Q4 		$1.05M Sell
4,769
-129
-3% -$27.3K 0.62% 79
2017
Q3 		$959K Sell
4,898
-593
-11% -$115K 0.6% 81
2017
Q2 		$1.02M Sell
5,491
-656
-11% -$115K 0.65% 75
2017
Q1 		$1.01M Sell
6,147
-205
-3% -$33.6K 0.65% 76
2016
Q4 		$1.02M Sell
6,352
-329
-5% -$49.1K 0.69% 72
2016
Q3 		$935K Buy
6,681
+105
+2% +$14.7K 0.64% 74
2016
Q2 		$929K Sell
6,576
-283
-4% -$37.7K 0.64% 75
2016
Q1 		$884K Sell
6,859
-400
-6% -$47.3K 0.61% 75
2015
Q4 		$854K Buy
7,259
+312
+4% +$36.5K 0.59% 74
2015
Q3 		$806K Sell
6,947
-278
-4% -$33.3K 0.57% 77
2015
Q2 		$881K Sell
7,225
-567
-7% -$67.1K 0.58% 79
2015
Q1 		$922K Sell
7,792
-1,350
-15% -$150K 0.59% 76
2014
Q4 		$924K Sell
9,142
-950
-9% -$90K 0.59% 77
2014
Q3 		$870K Sell
10,092
-56
-0.6% -$4.73K 0.59% 81
2014
Q2 		$830K Sell
10,148
-67
-0.7% -$5.27K 0.55% 79
2014
Q1 		$838K Sell
10,215
-640
-6% -$48.2K 0.55% 80
2013
Q4 		$817K Sell
10,855
-645
-6% -$46.3K 0.54% 79
2013
Q3 		$824K Sell
11,500
-1,865
-14% -$133K 0.59% 75
2013
Q2 		$875K Buy
+13,365
New +$832K 0.62% 75

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

Eads & Heald Wealth Management's UNH Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its UnitedHealth (UNH) stake by 21% in Q1 2026, selling an estimated $128K and leaving 1,660 shares worth $449K. The position accounts for 0.22% of the portfolio, ranked #115.

Eads & Heald Wealth Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.3M in Q4 2022. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Eads & Heald Wealth Management held 1,660 shares of UnitedHealth worth $449K as of Q1 2026.
  • Eads & Heald Wealth Management sold 430 UnitedHealth shares in Q1 2026, an estimated $128K.
  • UnitedHealth made up 0.22% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Eads & Heald Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's UnitedHealth position peaked at $3.3M in Q4 2022.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.