Echo Wealth Management’s UnitedHealth UNH Stock Holding History

Echo 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	$416K	Sell	1,538 -131	-8%	-$39K	0.24%	29
2025 Q4	$551K	Sell	1,669 -376	-18%	-$127K	0.32%	29
2025 Q3	$706K	Sell	2,045 -171	-8%	-$51.7K	0.41%	27
2025 Q2	$691K	Buy	2,216 +104	+5%	+$39.7K	0.42%	27
2025 Q1	$1.11M	Buy	+2,112	New	+$1.08M	0.75%	24
2022 Q3	–	Sell	-520	Closed	-$267K	–	54
2022 Q2	$267K	Buy	+520	New	+$261K	0.36%	38

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

Echo Wealth Management's UNH Position: Q1 2026 in Review

Echo Wealth Management reduced its UnitedHealth (UNH) stake by 7.8% in Q1 2026, selling an estimated $39K and leaving 1,538 shares worth $416K. The position accounts for 0.24% of the portfolio, ranked #29.

Echo Wealth Management first reported a position in UNH in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Echo Wealth Management held 1,538 shares of UnitedHealth worth $416K as of Q1 2026.
Echo Wealth Management sold 131 UnitedHealth shares in Q1 2026, an estimated $39K.
UnitedHealth made up 0.24% of Echo Wealth Management's portfolio in Q1 2026, its #29 holding.
Echo Wealth Management first reported a position in UnitedHealth in Q2 2022 and has held it in 6 quarters since.
Echo Wealth Management's UnitedHealth position peaked at $1.11M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Echo Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.