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Garden State Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Garden State Investment Advisory Services’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
-710
Closed -$235K – 368
2025
Q4 		$235K Sell
710
-271
-28% -$91.8K 0.05% 269
2025
Q3 		$339K Buy
981
+89
+10% +$26.9K 0.08% 209
2025
Q2 		$279K Sell
892
-103
-10% -$39.4K 0.07% 232
2025
Q1 		$523K Sell
995
-57
-5% -$29.1K 0.17% 116
2024
Q4 		$534K Sell
1,052
-85
-7% -$48.3K 0.16% 115
2024
Q3 		$668K Buy
1,137
+88
+8% +$49.8K 0.21% 91
2024
Q2 		$536K Buy
1,049
+125
+14% +$61.3K 0.18% 107
2024
Q1 		$456K Buy
924
+32
+4% +$16.3K 0.17% 120
2023
Q4 		$471K Buy
892
+227
+34% +$121K 0.19% 109
2023
Q3 		$335K Buy
665
+155
+30% +$76.3K 0.15% 129
2023
Q2 		$245K Sell
510
-108
-17% -$52.8K 0.1% 168
2023
Q1 		$292K Buy
618
+22
+4% +$10.6K 0.13% 144
2022
Q4 		$316K Buy
+596
New +$316K 0.19% 125

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

Garden State Investment Advisory Services's UNH Position: Q1 2026 in Review

Garden State Investment Advisory Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 710 shares — an estimated $235K sold.

Garden State Investment Advisory Services first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $668K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Garden State Investment Advisory Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 710 UnitedHealth shares in Q1 2026, an estimated $235K.
  • Garden State Investment Advisory Services first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
  • Garden State Investment Advisory Services's UnitedHealth position peaked at $668K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.