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Gibbs Wealth Management’s UnitedHealth UNH Stock Holding History

Gibbs 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 		$308K Buy
+1,139
New +$339K 0.04% 386
2025
Q3 		– Sell
-918
Closed -$286K – 380
2025
Q2 		$286K Sell
918
-1,551
-63% -$593K 0.06% 294
2025
Q1 		$1.29M Buy
2,469
+368
+18% +$188K 0.31% 74
2024
Q4 		$1.06M Sell
2,101
-533
-20% -$303K 0.29% 79
2024
Q3 		$1.54M Buy
2,634
+432
+20% +$244K 0.5% 44
2024
Q2 		$1.12M Buy
2,202
+750
+52% +$368K 0.45% 50
2024
Q1 		$718K Buy
+1,452
New +$738K 0.41% 59

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 $3.38T AUM 44.17% 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

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

Gibbs Wealth Management opened a new position in UnitedHealth (UNH) in Q1 2026: 1,139 shares worth $308K. The stake represents 0.04% of the portfolio and ranks #386 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in UNH as recently as Q2 2025.

Gibbs Wealth Management first reported a position in UNH in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q3 2024. 3,052 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Gibbs Wealth Management held 1,139 shares of UnitedHealth worth $308K as of Q1 2026.
  • UnitedHealth was a new Gibbs Wealth Management position in Q1 2026.
  • UnitedHealth made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #386 holding.
  • Gibbs Wealth Management first reported a position in UnitedHealth in Q1 2024 and has held it in 7 quarters since.
  • Gibbs Wealth Management's UnitedHealth position peaked at $1.54M in Q3 2024.
  • 3,052 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.