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High Note Wealth’s UnitedHealth UNH Stock Holding History

High Note Wealth’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 		$1.41M Buy
5,224
+396
+8% +$118K 0.28% 57
2025
Q4 		$1.59M Sell
4,828
-715
-13% -$242K 0.31% 54
2025
Q3 		$1.91M Buy
5,543
+128
+2% +$38.7K 0.38% 55
2025
Q2 		$1.69M Sell
5,415
-9,426
-64% -$3.6M 0.39% 49
2025
Q1 		$7.77M Sell
14,841
-7,705
-34% -$3.94M 1.93% 18
2024
Q4 		$11.4M Sell
22,546
-627
-3% -$356K 2.97% 7
2024
Q3 		$13.5M Buy
23,173
+89
+0.4% +$50.3K 3.87% 7
2024
Q2 		$11.8M Buy
23,084
+1,013
+5% +$497K 3.59% 8
2024
Q1 		$10.9M Buy
22,071
+1,075
+5% +$547K 3.55% 8
2023
Q4 		$11.1M Buy
20,996
+621
+3% +$331K 4.16% 7
2023
Q3 		$10.3M Buy
20,375
+173
+0.9% +$85.1K 4.25% 6
2023
Q2 		$9.71M Buy
20,202
+5,402
+37% +$2.64M 3.96% 7
2023
Q1 		$6.99M Buy
14,800
+1
+0% +$483 2.88% 11
2022
Q4 		$7.85M Sell
14,799
-39
-0.3% -$20.7K 3.29% 10
2022
Q3 		$8.04M Sell
14,838
-65
-0.4% -$34.2K 3.21% 9
2022
Q2 		$7.66M Buy
14,903
+2,315
+18% +$1.16M 2.99% 11
2022
Q1 		$6.42M Hold
12,588
– – 2.26% 16
2021
Q4 		$6.32M Sell
12,588
-669
-5% -$303K 2.13% 14
2021
Q3 		$5.18M Buy
13,257
+76
+0.6% +$31.5K 1.87% 15
2021
Q2 		$5.28M Sell
13,181
-479
-4% -$191K 1.92% 15
2021
Q1 		$5.08M Buy
13,660
+755
+6% +$262K 1.97% 13
2020
Q4 		$4.53M Buy
+12,905
New +$4.33M 1.92% 14

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

High Note Wealth's UNH Position: Q1 2026 in Review

High Note Wealth increased its UnitedHealth (UNH) stake by 8.2% in Q1 2026, buying an estimated $118K and bringing the position to 5,224 shares worth $1.41M. The position accounts for 0.28% of the portfolio, ranked #57.

High Note Wealth first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.5M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • High Note Wealth held 5,224 shares of UnitedHealth worth $1.41M as of Q1 2026.
  • High Note Wealth bought 396 UnitedHealth shares in Q1 2026, an estimated $118K.
  • UnitedHealth made up 0.28% of High Note Wealth's portfolio in Q1 2026, its #57 holding.
  • High Note Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • High Note Wealth's UnitedHealth position peaked at $13.5M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.