Gen-Wealth Partners’s UnitedHealth UNH Stock Holding History

Gen-Wealth Partners’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	$1.43M	Buy	5,284 +286	+6%	+$85.2K	0.45%	54
2025 Q4	$1.65M	Sell	4,998 -137	-3%	-$46.4K	0.53%	49
2025 Q3	$1.77M	Buy	5,135 +1,567	+44%	+$474K	0.6%	42
2025 Q2	$1.11M	Sell	3,568 -426	-11%	-$163K	0.43%	58
2025 Q1	$2.09M	Buy	3,994 +478	+14%	+$244K	0.87%	21
2024 Q4	$1.78M	Buy	3,516 +341	+11%	+$194K	0.76%	24
2024 Q3	$1.79M	Buy	3,175 +407	+15%	+$230K	0.78%	24
2024 Q2	$1.41M	Buy	2,768 +158	+6%	+$77.4K	0.68%	30
2024 Q1	$1.29M	Buy	+2,610	New	+$1.33M	0.64%	34

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gen-Wealth Partners's UNH Position: Q1 2026 in Review

Gen-Wealth Partners increased its UnitedHealth (UNH) stake by 5.7% in Q1 2026, buying an estimated $85.2K and bringing the position to 5,284 shares worth $1.43M. The position accounts for 0.45% of the portfolio, ranked #54.

Gen-Wealth Partners first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.09M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Gen-Wealth Partners held 5,284 shares of UnitedHealth worth $1.43M as of Q1 2026.
Gen-Wealth Partners bought 286 UnitedHealth shares in Q1 2026, an estimated $85.2K.
UnitedHealth made up 0.45% of Gen-Wealth Partners's portfolio in Q1 2026, its #54 holding.
Gen-Wealth Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's UnitedHealth position peaked at $2.09M in Q1 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.