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GDS Wealth Management’s UnitedHealth UNH Stock Holding History

GDS Wealth Management’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 		$326K Sell
1,206
-37,818
-97% -$11.3M 0.02% 154
2025
Q4 		$12.9M Sell
39,024
-5,228
-12% -$1.77M 0.81% 47
2025
Q3 		$15.3M Sell
44,252
-5,297
-11% -$1.6M 1.01% 42
2025
Q2 		$15.5M Buy
49,549
+24,224
+96% +$9.26M 1.13% 38
2025
Q1 		$13.3M Buy
25,325
+2,181
+9% +$1.11M 1.13% 36
2024
Q4 		$11.7M Buy
23,144
+1,605
+7% +$912K 1.07% 41
2024
Q3 		$12.6M Buy
21,539
+1,761
+9% +$996K 1.23% 40
2024
Q2 		$10.1M Buy
19,778
+3,635
+23% +$1.78M 1.1% 45
2024
Q1 		$7.99M Buy
16,143
+2,556
+19% +$1.3M 0.94% 50
2023
Q4 		$7.15M Buy
13,587
+2,096
+18% +$1.12M 0.96% 45
2023
Q3 		$5.79M Buy
11,491
+1,393
+14% +$686K 0.91% 43
2023
Q2 		$4.85M Buy
10,098
+596
+6% +$291K 0.79% 44
2023
Q1 		$4.49M Buy
9,502
+894
+10% +$431K 0.79% 44
2022
Q4 		$4.56M Buy
8,608
+579
+7% +$307K 0.87% 42
2022
Q3 		$4.05M Buy
8,029
+539
+7% +$283K 0.9% 39
2022
Q2 		$3.85M Buy
7,490
+775
+12% +$389K 0.86% 38
2022
Q1 		$3.59M Buy
6,715
+539
+9% +$260K 0.79% 34
2021
Q4 		$3.1M Buy
+6,176
New +$2.8M 0.69% 38

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

GDS Wealth Management's UNH Position: Q1 2026 in Review

GDS Wealth Management reduced its UnitedHealth (UNH) stake by 97% in Q1 2026, selling an estimated $11.3M and leaving 1,206 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #154.

GDS Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.5M in Q2 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • GDS Wealth Management held 1,206 shares of UnitedHealth worth $326K as of Q1 2026.
  • GDS Wealth Management sold 37,818 UnitedHealth shares in Q1 2026, an estimated $11.3M.
  • UnitedHealth made up 0.02% of GDS Wealth Management's portfolio in Q1 2026, its #154 holding.
  • GDS Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's UnitedHealth position peaked at $15.5M in Q2 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.