GC Wealth Management RIA’s UnitedHealth UNH Stock Holding History

GC Wealth Management RIA’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 Q2	$6.59M	Sell	15,847 -3,661	-19%	-$1.36M	0.38%	56
2026 Q1	$5.28M	Sell	19,508 -1,550	-7%	-$462K	0.22%	71
2025 Q4	$6.95M	Sell	21,058 -8,862	-30%	-$3M	0.26%	55
2025 Q3	$10.3M	Buy	29,920 +12,312	+70%	+$3.72M	0.34%	42
2025 Q2	$5.49M	Buy	17,608 +8,134	+86%	+$3.11M	0.45%	41
2025 Q1	$4.96M	Sell	9,474 -88	-0.9%	-$45K	0.91%	24
2024 Q4	$4.84M	Sell	9,562 -397	-4%	-$226K	0.85%	24
2024 Q3	$5.82M	Buy	9,959 +807	+9%	+$456K	1.02%	22
2024 Q2	$4.66M	Buy	9,152 +610	+7%	+$299K	0.92%	22
2024 Q1	$4.23M	Buy	8,542 +2,523	+42%	+$1.28M	0.85%	25
2023 Q4	$3.17M	Buy	+6,019	New	+$3.21M	1.43%	13

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GC Wealth Management RIA's UNH Position: Q2 2026 in Review

GC Wealth Management RIA reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $1.36M and leaving 15,847 shares worth $6.59M. The position accounts for 0.38% of the portfolio, ranked #56.

GC Wealth Management RIA first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

GC Wealth Management RIA held 15,847 shares of UnitedHealth worth $6.59M as of Q2 2026.
GC Wealth Management RIA sold 3,661 UnitedHealth shares in Q2 2026, an estimated $1.36M.
UnitedHealth made up 0.38% of GC Wealth Management RIA's portfolio in Q2 2026, its #56 holding.
GC Wealth Management RIA first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's UnitedHealth position peaked at $10.3M in Q3 2025.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.