GWANC
UNH icon

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

Guardian Wealth Advisors (North Carolina)’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 		$1.16M Sell
4,290
-287
-6% -$85.5K 0.07% 136
2025
Q4 		$1.51M Sell
4,577
-202
-4% -$68.5K 0.09% 122
2025
Q3 		$1.65M Sell
4,779
-568
-11% -$172K 0.11% 111
2025
Q2 		$1.67M Sell
5,347
-2,117
-28% -$809K 0.12% 102
2025
Q1 		$3.91M Buy
7,464
+189
+3% +$96.6K 0.31% 51
2024
Q4 		$3.68M Buy
7,275
+938
+15% +$533K 0.29% 55
2024
Q3 		$3.7M Buy
6,337
+102
+2% +$57.7K 0.39% 40
2024
Q2 		$3.18M Buy
6,235
+202
+3% +$99K 0.37% 39
2024
Q1 		$2.98M Buy
6,033
+109
+2% +$55.4K 0.37% 38
2023
Q4 		$3.12M Sell
5,924
-14
-0.2% -$7.47K 0.47% 34
2023
Q3 		$2.99M Buy
5,938
+227
+4% +$112K 0.51% 33
2023
Q2 		$2.75M Buy
5,711
+347
+6% +$170K 0.47% 26
2023
Q1 		$2.54M Buy
5,364
+164
+3% +$79.1K 0.45% 27
2022
Q4 		$2.76M Sell
5,200
-78
-1% -$41.3K 0.53% 21
2022
Q3 		$2.67M Sell
5,278
-10
-0.2% -$5.26K 0.5% 23
2022
Q2 		$2.72M Buy
5,288
+2,001
+61% +$1M 0.5% 21
2022
Q1 		$1.68M Sell
3,287
-573
-15% -$276K 0.72% 25
2021
Q4 		$1.94M Buy
+3,860
New +$1.75M 0.83% 27

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

Guardian Wealth Advisors (North Carolina) reduced its UnitedHealth (UNH) stake by 6.3% in Q1 2026, selling an estimated $85.5K and leaving 4,290 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #136.

Guardian Wealth Advisors (North Carolina) first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.91M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,290 shares of UnitedHealth worth $1.16M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 287 UnitedHealth shares in Q1 2026, an estimated $85.5K.
  • UnitedHealth made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #136 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s UnitedHealth position peaked at $3.91M in Q1 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.