GAM
UNH icon

Gould Asset Management’s UnitedHealth UNH Stock Holding History

Gould Asset 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 		– Sell
-640
Closed -$211K – 175
2025
Q4 		$211K Sell
640
-208
-25% -$70.5K 0.04% 165
2025
Q3 		$293K Hold
848
– – 0.05% 142
2025
Q2 		$265K Sell
848
-845
-50% -$323K 0.05% 145
2025
Q1 		$887K Hold
1,693
– – 0.18% 64
2024
Q4 		$856K Buy
1,693
+45
+3% +$25.6K 0.18% 69
2024
Q3 		$964K Sell
1,648
-25
-1% -$14.1K 0.21% 61
2024
Q2 		$852K Hold
1,673
– – 0.2% 66
2024
Q1 		$828K Hold
1,673
– – 0.2% 61
2023
Q4 		$881K Sell
1,673
-95
-5% -$50.7K 0.23% 51
2023
Q3 		$891K Hold
1,768
– – 0.25% 42
2023
Q2 		$850K Sell
1,768
-125
-7% -$61.1K 0.24% 47
2023
Q1 		$895K Hold
1,893
– – 0.26% 41
2022
Q4 		$1M Buy
1,893
+250
+15% +$132K 0.3% 43
2022
Q3 		$830K Sell
1,643
-43
-3% -$22.6K 0.28% 39
2022
Q2 		$866K Buy
1,686
+58
+4% +$29.1K 0.28% 40
2022
Q1 		$830K Buy
1,628
+300
+23% +$145K 0.24% 42
2021
Q4 		$667K Buy
1,328
+345
+35% +$156K 0.19% 59
2021
Q3 		$384K Buy
983
+5
+0.5% +$2.07K 0.12% 84
2021
Q2 		$392K Buy
978
+120
+14% +$47.8K 0.11% 95
2021
Q1 		$319K Buy
+858
New +$297K 0.1% 104

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

Gould Asset Management's UNH Position: Q1 2026 in Review

Gould Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 640 shares — an estimated $211K sold.

Gould Asset Management first reported a position in UNH in Q1 2021 and held it in 20 quarters. The position peaked at $1M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Gould Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Gould Asset Management sold 640 UnitedHealth shares in Q1 2026, an estimated $211K.
  • Gould Asset Management first reported a position in UnitedHealth in Q1 2021 and held it in 20 quarters.
  • Gould Asset Management's UnitedHealth position peaked at $1M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.