GM Advisory Group’s UnitedHealth UNH Stock Holding History

GM Advisory Group’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	$1.09M	Sell	4,015 -7,113	-64%	-$2.12M	0.04%	161
2025 Q4	$3.67M	Sell	11,128 -4,725	-30%	-$1.6M	0.14%	76
2025 Q3	$5.47M	Sell	15,853 -1,656	-9%	-$501K	0.23%	56
2025 Q2	$5.46M	Buy	17,509 +10,829	+162%	+$4.14M	0.27%	53
2025 Q1	$3.5M	Sell	6,680 -1,311	-16%	-$670K	0.19%	62
2024 Q4	$4.04M	Sell	7,991 -1,078	-12%	-$613K	0.22%	56
2024 Q3	$5.3M	Sell	9,069 -293	-3%	-$166K	0.32%	50
2024 Q2	$4.77M	Sell	9,362 -3,247	-26%	-$1.59M	0.31%	53
2024 Q1	$6.24M	Buy	12,609 +2,172	+21%	+$1.1M	0.44%	41
2023 Q4	$5.49M	Sell	10,437 -54	-0.5%	-$28.8K	0.42%	39
2023 Q3	$5.29M	Sell	10,491 -5	-0%	-$2.46K	0.43%	35
2023 Q2	$5.04M	Sell	10,496 -584	-5%	-$286K	0.42%	34
2023 Q1	$5.24M	Buy	11,080 +1,306	+13%	+$630K	0.48%	32
2022 Q4	$5.18M	Buy	9,774 +5	+0.1%	+$2.65K	0.55%	27
2022 Q3	$4.93M	Sell	9,769 -163	-2%	-$85.7K	0.62%	22
2022 Q2	$5.1M	Buy	9,932 +4,605	+86%	+$2.31M	0.8%	23
2022 Q1	$2.72M	Sell	5,327 -91	-2%	-$43.9K	0.32%	50
2021 Q4	$2.72M	Buy	5,418 +7	+0.1%	+$3.17K	0.24%	58
2021 Q3	$2.11M	Buy	5,411 +39	+0.7%	+$16.2K	0.21%	58
2021 Q2	$2.15M	Sell	5,372 -277	-5%	-$110K	0.22%	62
2021 Q1	$2.1M	Sell	5,649 -74	-1%	-$25.6K	0.25%	55
2020 Q4	$2.01M	Buy	5,723 +56	+1%	+$18.8K	0.27%	48
2020 Q3	$1.77M	Sell	5,667 -45	-0.8%	-$13.8K	0.27%	45
2020 Q2	$1.69M	Buy	5,712 +45	+0.8%	+$12.9K	0.31%	48
2020 Q1	$1.41M	Buy	5,667 +2,327	+70%	+$640K	0.38%	39
2019 Q4	$982K	Sell	3,340 -354	-10%	-$92.6K	0.3%	33
2019 Q3	$803K	Buy	3,694 +434	+13%	+$105K	0.25%	42
2019 Q2	$795K	Sell	3,260 -179	-5%	-$43.1K	0.25%	47
2019 Q1	$850K	Hold	3,439	–	–	0.28%	44
2018 Q4	$857K	Hold	3,439	–	–	0.32%	41
2018 Q3	$915K	Hold	3,439	–	–	0.29%	51
2018 Q2	$844K	Hold	3,439	–	–	0.25%	49
2018 Q1	$736K	Sell	3,439 -12	-0.3%	-$2.74K	0.22%	52
2017 Q4	$761K	Buy	3,451 +1,539	+80%	+$326K	0.21%	54
2017 Q3	$374K	Hold	1,912	–	–	0.11%	75
2017 Q2	$355K	Sell	1,912 -424	-18%	-$74.3K	0.11%	80
2017 Q1	$383K	Hold	2,336	–	–	0.13%	70
2016 Q4	$374K	Buy	+2,336	New	+$349K	0.13%	76
2014 Q2	–	Sell	-3,860	Closed	-$314K	–	82
2014 Q1	$314K	Hold	3,860	–	–	0.24%	44
2013 Q4	$291K	Buy	+3,860	New	+$277K	0.3%	42

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

GM Advisory Group's UNH Position: Q1 2026 in Review

GM Advisory Group reduced its UnitedHealth (UNH) stake by 64% in Q1 2026, selling an estimated $2.12M and leaving 4,015 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #161.

GM Advisory Group first reported a position in UNH in Q4 2013 and has held it in 40 quarters since. The position peaked at $6.24M in Q1 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

GM Advisory Group held 4,015 shares of UnitedHealth worth $1.09M as of Q1 2026.
GM Advisory Group sold 7,113 UnitedHealth shares in Q1 2026, an estimated $2.12M.
UnitedHealth made up 0.04% of GM Advisory Group's portfolio in Q1 2026, its #161 holding.
GM Advisory Group first reported a position in UnitedHealth in Q4 2013 and has held it in 40 quarters since.
GM Advisory Group's UnitedHealth position peaked at $6.24M in Q1 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.