Etesian Wealth Advisors’s UnitedHealth UNH Stock Holding History

Etesian Wealth Advisors’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	-645	Closed	-$213K	–	142
2025 Q4	$213K	Buy	645 +65	+11%	+$22K	0.07%	130
2025 Q3	$200K	Buy	+580	New	+$175K	0.07%	132
2025 Q2	–	Sell	-870	Closed	-$456K	–	139
2025 Q1	$456K	Sell	870 -43	-5%	-$22K	0.2%	97
2024 Q4	$462K	Hold	913	–	–	0.2%	101
2024 Q3	$534K	Sell	913 -21	-2%	-$11.9K	0.24%	98
2024 Q2	$476K	Buy	934 +38	+4%	+$18.6K	0.27%	93
2024 Q1	$443K	Sell	896 -84	-9%	-$42.7K	0.25%	91
2023 Q4	$514K	Buy	980 +21	+2%	+$11.2K	0.31%	87
2023 Q3	$484K	Sell	959 -4	-0.4%	-$1.97K	0.33%	85
2023 Q2	$463K	Buy	963 +4	+0.4%	+$1.96K	0.3%	87
2023 Q1	$453K	Sell	959 -12	-1%	-$5.79K	0.3%	89
2022 Q4	$515K	Buy	+971	New	+$514K	0.37%	83

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

Etesian Wealth Advisors's UNH Position: Q1 2026 in Review

Etesian Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 645 shares — an estimated $213K sold.

Etesian Wealth Advisors first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $534K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Etesian Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Etesian Wealth Advisors sold 645 UnitedHealth shares in Q1 2026, an estimated $213K.
Etesian Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
Etesian Wealth Advisors's UnitedHealth position peaked at $534K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.