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Encompass More Asset Management’s UnitedHealth UNH Stock Holding History

Encompass More 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 		– Sell
-727
Closed -$240K – 304
2025
Q4 		$240K Sell
727
-36
-5% -$12.2K 0.04% 217
2025
Q3 		$263K Buy
+763
New +$231K 0.05% 199

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Encompass More Asset Management's UNH Position: Q1 2026 in Review

Encompass More Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 727 shares — an estimated $240K sold.

Encompass More Asset Management first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Encompass More Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Encompass More Asset Management sold 727 UnitedHealth shares in Q1 2026, an estimated $240K.
  • Encompass More Asset Management first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • Encompass More Asset Management's UnitedHealth position peaked at $263K in Q3 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Encompass More Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.