Guardian Capital (Canada)’s UnitedHealth UNH Stock Holding History

Guardian Capital (Canada)’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	$269K	Sell	4,100 -400	-9%	-$119K	0.01%	154
2025 Q4	$78.6K	Sell	4,500 -100	-2%	-$33.9K	﹤0.01%	168
2025 Q3	$75.1K	Buy	4,600 +600	+15%	+$181K	﹤0.01%	158
2025 Q2	$462K	Hold	4,000	–	–	0.02%	129
2025 Q1	$110K	Buy	4,000 +700	+21%	+$358K	﹤0.01%	138
2024 Q4	$71.4K	Buy	+3,300	New	+$1.88M	﹤0.01%	132
2023 Q1	–	Sell	-78	Closed	-$303K	–	174
2022 Q4	$303K	Buy	+78	New	+$41.3K	0.01%	162
2022 Q3	–	Sell	-91	Closed	-$219K	–	183
2022 Q2	$219K	Buy	+91	New	+$45.7K	0.01%	172

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

Guardian Capital (Canada)'s UNH Position: Q1 2026 in Review

Guardian Capital (Canada) reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $923K and leaving 19,322 shares worth $5.23M. The position accounts for 0.14% of the portfolio, ranked #88.

Guardian Capital (Canada) first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $32.5M in Q4 2022. 3,027 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Guardian Capital (Canada) held 19,322 shares of UnitedHealth worth $5.23M as of Q1 2026.
Guardian Capital (Canada) sold 3,100 UnitedHealth shares in Q1 2026, an estimated $923K.
UnitedHealth made up 0.14% of Guardian Capital (Canada)'s portfolio in Q1 2026, its #88 holding.
Guardian Capital (Canada) first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
Guardian Capital (Canada)'s UnitedHealth position peaked at $32.5M in Q4 2022.
3,027 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2026, filed 15 May 2026.