Guardian Wealth Advisors (Minnesota)’s UnitedHealth UNH Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$214K	Sell	789 -60	-7%	-$17.9K	0.12%	61
2025 Q4	$280K	Sell	849 -11	-1%	-$3.73K	0.16%	55
2025 Q3	$297K	Hold	860	–	–	0.17%	53
2025 Q2	$268K	Sell	860 -210	-20%	-$80.3K	0.16%	61
2025 Q1	$560K	Sell	1,070 -60	-5%	-$30.7K	0.36%	36
2024 Q4	$572K	Hold	1,130	–	–	0.37%	38
2024 Q3	$661K	Sell	1,130 -35	-3%	-$19.8K	0.41%	35
2024 Q2	$593K	Sell	1,165 -25	-2%	-$12.3K	0.39%	39
2024 Q1	$589K	Hold	1,190	–	–	0.38%	41
2023 Q4	$626K	Buy	1,190 +211	+22%	+$113K	0.44%	32
2023 Q3	$494K	Sell	979 -58	-6%	-$28.5K	0.38%	40
2023 Q2	$499K	Buy	1,037 +2	+0.2%	+$978	0.37%	41
2023 Q1	$489K	Hold	1,035	–	–	0.38%	40
2022 Q4	$549K	Hold	1,035	–	–	0.49%	32
2022 Q3	$523K	Sell	1,035 -40	-4%	-$21K	0.51%	30
2022 Q2	$552K	Hold	1,075	–	–	0.51%	33
2022 Q1	$548K	Hold	1,075	–	–	0.45%	38
2021 Q4	$540K	Buy	1,075 +22	+2%	+$9.96K	0.43%	41
2021 Q3	$412K	Hold	1,053	–	–	0.37%	44
2021 Q2	$422K	Sell	1,053 -50	-5%	-$19.9K	0.37%	44
2021 Q1	$410K	Hold	1,103	–	–	0.38%	47
2020 Q4	$387K	Buy	+1,103	New	+$370K	0.38%	47

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 Wealth Advisors (Minnesota)'s UNH Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its UnitedHealth (UNH) stake by 7.1% in Q1 2026, selling an estimated $17.9K and leaving 789 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #61.

Guardian Wealth Advisors (Minnesota) first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $661K in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 789 shares of UnitedHealth worth $214K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) sold 60 UnitedHealth shares in Q1 2026, an estimated $17.9K.
UnitedHealth made up 0.12% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #61 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s UnitedHealth position peaked at $661K in Q3 2024.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.