Glassy Mountain Advisors’s UnitedHealth UNH Stock Holding History

Glassy Mountain 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	$2.9M	Buy	10,706 +662	+7%	+$197K	0.9%	41
2025 Q4	$3.32M	Buy	10,044 +256	+3%	+$86.8K	1%	37
2025 Q3	$3.38M	Buy	9,788 +3,928	+67%	+$1.19M	1.02%	38
2025 Q2	$1.83M	Sell	5,860 -3,336	-36%	-$1.27M	0.59%	44
2025 Q1	$4.82M	Buy	9,196 +889	+11%	+$454K	1.71%	25
2024 Q4	$4.2M	Buy	8,307 +273	+3%	+$155K	1.44%	28
2024 Q3	$4.7M	Buy	+8,034	New	+$4.54M	1.65%	25
2023 Q1	–	Sell	-195	Closed	-$103K	–	199
2022 Q4	$103K	Buy	+195	New	+$103K	0.06%	86

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

Glassy Mountain Advisors's UNH Position: Q1 2026 in Review

Glassy Mountain Advisors increased its UnitedHealth (UNH) stake by 6.6% in Q1 2026, buying an estimated $197K and bringing the position to 10,706 shares worth $2.9M. The position accounts for 0.9% of the portfolio, ranked #41.

Glassy Mountain Advisors first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.82M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Glassy Mountain Advisors held 10,706 shares of UnitedHealth worth $2.9M as of Q1 2026.
Glassy Mountain Advisors bought 662 UnitedHealth shares in Q1 2026, an estimated $197K.
UnitedHealth made up 0.9% of Glassy Mountain Advisors's portfolio in Q1 2026, its #41 holding.
Glassy Mountain Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
Glassy Mountain Advisors's UnitedHealth position peaked at $4.82M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.