HA
UNH icon

Herold Advisors’s UnitedHealth UNH Stock Holding History

Herold Advisors’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 		$630K Sell
2,329
-1,123
-33% -$334K 0.14% 154
2025
Q4 		$1.14M Sell
3,452
-49
-1% -$16.6K 0.25% 98
2025
Q3 		$1.21M Buy
3,501
+446
+15% +$135K 0.28% 95
2025
Q2 		$953K Sell
3,055
-359
-11% -$137K 0.2% 119
2025
Q1 		$1.79M Buy
3,414
+79
+2% +$40.4K 0.39% 75
2024
Q4 		$1.69M Sell
3,335
-718
-18% -$408K 0.37% 72
2024
Q3 		$2.37M Sell
4,053
-111
-3% -$62.8K 0.51% 53
2024
Q2 		$2.12M Buy
4,164
+264
+7% +$129K 0.49% 55
2024
Q1 		$1.93M Sell
3,900
-66
-2% -$33.6K 0.47% 60
2023
Q4 		$2.09M Hold
3,966
– – 0.58% 52
2023
Q3 		$2M Buy
3,966
+293
+8% +$144K 0.61% 47
2023
Q2 		$1.77M Buy
3,673
+275
+8% +$134K 0.54% 55
2023
Q1 		$1.61M Buy
3,398
+127
+4% +$61.3K 0.56% 53
2022
Q4 		$1.73M Buy
3,271
+1
+0% +$530 0.73% 44
2022
Q3 		$1.65M Hold
3,270
– – 0.79% 41
2022
Q2 		$1.68M Buy
3,270
+95
+3% +$47.7K 0.75% 40
2022
Q1 		$1.62M Buy
3,175
+370
+13% +$178K 0.58% 50
2021
Q4 		$1.41M Hold
2,805
– – 0.55% 64
2021
Q3 		$1.1M Buy
+2,805
New +$1.16M 0.43% 76

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

Herold Advisors's UNH Position: Q1 2026 in Review

Herold Advisors reduced its UnitedHealth (UNH) stake by 33% in Q1 2026, selling an estimated $334K and leaving 2,329 shares worth $630K. The position accounts for 0.14% of the portfolio, ranked #154.

Herold Advisors first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.37M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Herold Advisors held 2,329 shares of UnitedHealth worth $630K as of Q1 2026.
  • Herold Advisors sold 1,123 UnitedHealth shares in Q1 2026, an estimated $334K.
  • UnitedHealth made up 0.14% of Herold Advisors's portfolio in Q1 2026, its #154 holding.
  • Herold Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's UnitedHealth position peaked at $2.37M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.