Godshalk Welsh Capital Management’s UnitedHealth UNH Stock Holding History

Godshalk Welsh Capital 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	$526K	Hold	1,945	–	–	0.31%	85
2025 Q4	$642K	Sell	1,945 -100	-5%	-$33.9K	0.37%	77
2025 Q3	$706K	Hold	2,045	–	–	0.41%	77
2025 Q2	$638K	Sell	2,045 -45	-2%	-$17.2K	0.39%	77
2025 Q1	$1.09M	Hold	2,090	–	–	0.72%	49
2024 Q4	$1.06M	Sell	2,090 -20	-0.9%	-$11.4K	0.68%	49
2024 Q3	$1.23M	Sell	2,110 -225	-10%	-$127K	0.78%	42
2024 Q2	$1.19M	Hold	2,335	–	–	0.79%	38
2024 Q1	$1.16M	Buy	2,335 +10	+0.4%	+$5.08K	0.78%	43
2023 Q4	$1.22M	Sell	2,325 -300	-11%	-$160K	0.88%	39
2023 Q3	$1.32M	Sell	2,625 -15	-0.6%	-$7.38K	1%	34
2023 Q2	$1.27M	Sell	2,640 -90	-3%	-$44K	0.87%	40
2023 Q1	$1.29M	Sell	2,730 -150	-5%	-$72.4K	0.91%	42
2022 Q4	$1.53M	Sell	2,880 -113	-4%	-$59.9K	1.11%	30
2022 Q3	$1.51M	Buy	2,993 +3	+0.1%	+$1.58K	1.12%	30
2022 Q2	$1.54M	Sell	2,990 -65	-2%	-$32.6K	1.1%	34
2022 Q1	$1.56M	Sell	3,055 -25	-0.8%	-$12.1K	0.96%	39
2021 Q4	$1.55M	Hold	3,080	–	–	0.88%	43
2021 Q3	$1.2M	Sell	3,080 -7	-0.2%	-$2.9K	0.75%	47
2021 Q2	$1.28M	Hold	3,087	–	–	0.79%	42
2021 Q1	$1.15M	Sell	3,087 -113	-4%	-$39.2K	0.8%	46
2020 Q4	$1.12M	Sell	3,200 -50	-2%	-$16.8K	0.83%	43
2020 Q3	$1.01M	Buy	3,250 +125	+4%	+$38.4K	0.85%	41
2020 Q2	$922K	Sell	3,125 -125	-4%	-$35.8K	0.86%	44
2020 Q1	$810K	Hold	3,250	–	–	0.88%	45
2019 Q4	$955K	Hold	3,250	–	–	0.79%	50
2019 Q3	$706K	Hold	3,250	–	–	0.62%	60
2019 Q2	$793K	Sell	3,250 -200	-6%	-$48.1K	0.73%	53
2019 Q1	$853K	Sell	3,450 -100	-3%	-$25.5K	0.82%	48
2018 Q4	$884K	Sell	3,550 -25	-0.7%	-$6.6K	0.99%	36
2018 Q3	$951K	Hold	3,575	–	–	0.93%	39
2018 Q2	$877K	Hold	3,575	–	–	0.92%	41
2018 Q1	$765K	Sell	3,575 -95	-3%	-$21.7K	0.82%	48
2017 Q4	$809K	Sell	3,670 -25	-0.7%	-$5.3K	0.82%	47
2017 Q3	$724K	Sell	3,695 -100	-3%	-$19.3K	0.73%	59
2017 Q2	$704K	Sell	3,795 -100	-3%	-$17.5K	0.7%	57
2017 Q1	$639K	Sell	3,895 -50	-1%	-$8.19K	0.63%	63
2016 Q4	$631K	Sell	3,945 -100	-2%	-$14.9K	0.65%	62
2016 Q3	$566K	Hold	4,045	–	–	0.58%	68
2016 Q2	$571K	Hold	4,045	–	–	0.6%	65
2016 Q1	$521K	Hold	4,045	–	–	0.54%	74
2015 Q4	$476K	Sell	4,045 -100	-2%	-$11.7K	0.5%	83
2015 Q3	$481K	Hold	4,145	–	–	0.53%	76
2015 Q2	$506K	Sell	4,145 -400	-9%	-$47.3K	0.51%	77
2015 Q1	$538K	Hold	4,545	–	–	0.55%	72
2014 Q4	$459K	Buy	+4,545	New	+$431K	0.42%	88

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

Godshalk Welsh Capital Management's UNH Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 1,945 shares worth $526K. The position accounts for 0.31% of the portfolio, ranked #85.

Godshalk Welsh Capital Management first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.56M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Godshalk Welsh Capital Management held 1,945 shares of UnitedHealth worth $526K as of Q1 2026.
Godshalk Welsh Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.31% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #85 holding.
Godshalk Welsh Capital Management first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's UnitedHealth position peaked at $1.56M in Q1 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.