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EPG Wealth Management’s UnitedHealth UNH Stock Holding History

EPG 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 		– Sell
-2,760
Closed -$911K – 334
2025
Q4 		$911K Sell
2,760
-124
-4% -$42K 0.25% 107
2025
Q3 		$996K Buy
2,884
+494
+21% +$149K 0.27% 103
2025
Q2 		$746K Buy
2,390
+259
+12% +$99K 0.22% 119
2025
Q1 		$1.12M Buy
2,131
+1,661
+353% +$849K 0.31% 92
2024
Q4 		$238K Sell
470
-29
-6% -$16.5K 0.06% 216
2024
Q3 		$292K Buy
+499
New +$282K 0.07% 206
2024
Q2 		– Sell
-565
Closed -$277K – 213
2024
Q1 		$280K Sell
565
-50
-8% -$25.4K 0.07% 224
2023
Q4 		$318K Hold
615
– – 0.08% 196
2023
Q3 		$310K Buy
615
+13
+2% +$6.4K 0.09% 188
2023
Q2 		$289K Sell
602
-39
-6% -$19.1K 0.09% 193
2023
Q1 		$303K Buy
641
+187
+41% +$90.2K 0.1% 183
2022
Q4 		$241K Sell
454
-11
-2% -$5.83K 0.09% 188
2022
Q3 		$235K Sell
465
-9
-2% -$4.73K 0.1% 181
2022
Q2 		$244K Sell
474
-16
-3% -$8.04K 0.1% 182
2022
Q1 		$250K Buy
+490
New +$236K 0.09% 198
2020
Q2 		– Sell
-284
Closed -$71K – 723
2020
Q1 		$71K Sell
284
-1,036
-78% -$285K 0.05% 226
2019
Q4 		$388K Buy
+1,320
New +$345K 0.28% 60

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

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

EPG Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,760 shares — an estimated $911K sold.

EPG Wealth Management first reported a position in UNH in Q4 2019 and held it in 17 quarters. The position peaked at $1.12M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • EPG Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • EPG Wealth Management sold 2,760 UnitedHealth shares in Q1 2026, an estimated $911K.
  • EPG Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 17 quarters.
  • EPG Wealth Management's UnitedHealth position peaked at $1.12M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.