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Garton & Associates Financial Advisors’s UnitedHealth UNH Stock Holding History

Garton & Associates Financial 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
-339
Closed -$112K – 658
2025
Q4 		$112K Buy
+339
New +$115K 0.06% 208

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

Garton & Associates Financial Advisors's UNH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 339 shares — an estimated $112K sold.

Garton & Associates Financial Advisors first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 339 UnitedHealth shares in Q1 2026, an estimated $112K.
  • Garton & Associates Financial Advisors first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's UnitedHealth position peaked at $112K in Q4 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.