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GLOBALT Investments’s UnitedHealth UNH Stock Holding History

GLOBALT Investments’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 		$1.36M Sell
5,020
-180
-3% -$53.6K 0.05% 128
2025
Q4 		$1.72M Sell
5,200
-15
-0.3% -$5.08K 0.06% 115
2025
Q3 		$1.8M Buy
5,215
+13
+0.2% +$3.93K 0.07% 118
2025
Q2 		$1.62M Sell
5,202
-13,455
-72% -$5.14M 0.06% 123
2025
Q1 		$9.77M Sell
18,657
-136
-0.7% -$69.5K 0.4% 30
2024
Q4 		$9.51M Buy
18,793
+5,890
+46% +$3.35M 0.36% 31
2024
Q3 		$7.54M Buy
12,903
+6,819
+112% +$3.86M 0.28% 42
2024
Q2 		$3.1M Sell
6,084
-226
-4% -$111K 0.12% 95
2024
Q1 		$3.12M Sell
6,310
-2,440
-28% -$1.24M 0.12% 93
2023
Q4 		$4.61M Buy
+8,750
New +$4.67M 0.19% 74

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

GLOBALT Investments's UNH Position: Q1 2026 in Review

GLOBALT Investments reduced its UnitedHealth (UNH) stake by 3.5% in Q1 2026, selling an estimated $53.6K and leaving 5,020 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #128.

GLOBALT Investments first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.77M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • GLOBALT Investments held 5,020 shares of UnitedHealth worth $1.36M as of Q1 2026.
  • GLOBALT Investments sold 180 UnitedHealth shares in Q1 2026, an estimated $53.6K.
  • UnitedHealth made up 0.05% of GLOBALT Investments's portfolio in Q1 2026, its #128 holding.
  • GLOBALT Investments first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's UnitedHealth position peaked at $9.77M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.