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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
2025
Q3 		– Sell
-200
Closed -$61.6K – 352
2025
Q2 		$61.6K Buy
+200
New +$76.4K 0.02% 301

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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. 3,032 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.
  • 3,032 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.