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Guardian Partners’s UnitedHealth UNH Stock Holding History

Guardian Partners’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 		$3.59M Sell
13,243
-4,319
-25% -$1.29M 0.3% 66
2025
Q4 		$4.83M Buy
17,562
+3,410
+24% +$1.16M 0.39% 64
2025
Q3 		$4.93M Buy
14,152
+511
+4% +$155K 0.42% 62
2025
Q2 		$4.13M Sell
13,641
-1,242
-8% -$475K 0.37% 67
2025
Q1 		$6.37M Sell
14,883
-4,088
-22% -$2.09M 0.66% 50
2024
Q4 		$9.95M Buy
+18,971
New +$10.8M 1.01% 35

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

Guardian Partners's UNH Position: Q1 2026 in Review

Guardian Partners reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $1.29M and leaving 13,243 shares worth $3.59M. The position accounts for 0.3% of the portfolio, ranked #66.

Guardian Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.95M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Guardian Partners held 13,243 shares of UnitedHealth worth $3.59M as of Q1 2026.
  • Guardian Partners sold 4,319 UnitedHealth shares in Q1 2026, an estimated $1.29M.
  • UnitedHealth made up 0.3% of Guardian Partners's portfolio in Q1 2026, its #66 holding.
  • Guardian Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's UnitedHealth position peaked at $9.95M in Q4 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.