HWM
UNH icon

HighMark Wealth Management’s UnitedHealth UNH Stock Holding History

HighMark Wealth Management’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 		$218K Sell
788
-79
-9% -$23.5K 0.09% 73
2025
Q4 		$286K Buy
867
+145
+20% +$49.1K 0.12% 63
2025
Q3 		$249K Buy
722
+305
+73% +$92.2K 0.11% 70
2025
Q2 		$130K Buy
417
+75
+22% +$28.7K 0.06% 97
2025
Q1 		$178K Buy
342
+15
+5% +$7.67K 0.11% 58
2024
Q4 		$165K Buy
327
+10
+3% +$5.68K 0.1% 60
2024
Q3 		$185K Buy
317
+13
+4% +$7.35K 0.1% 71
2024
Q2 		$155K Sell
304
-28
-8% -$13.7K 0.09% 73
2024
Q1 		$170K Buy
332
+12
+4% +$6.1K 0.11% 71
2023
Q4 		$168K Buy
320
+1
+0.3% +$533 0.12% 66
2023
Q3 		$161K Hold
319
– – 0.13% 54
2023
Q2 		$153K Hold
319
– – 0.12% 61
2023
Q1 		$151K Buy
319
+302
+1,776% +$146K 0.12% 72
2022
Q4 		$9.02K Buy
17
+4
+31% +$2.12K 0.01% 272
2022
Q3 		$7K Hold
13
– – 0.01% 295
2022
Q2 		$7K Sell
13
-32
-71% -$16.1K 0.01% 308
2022
Q1 		$23K Sell
45
-1
-2% -$482 0.02% 165
2021
Q4 		$23K Hold
46
– – 0.01% 167
2021
Q3 		$18K Sell
46
-21
-31% -$8.7K 0.01% 191
2021
Q2 		$22K Sell
67
-1
-1% -$399 0.02% 177
2021
Q1 		$25K Buy
68
+13
+24% +$4.5K 0.02% 155
2020
Q4 		$19K Buy
55
+21
+62% +$7.04K 0.02% 166
2020
Q3 		$11K Hold
34
– – 0.01% 217
2020
Q2 		$10K Buy
34
+21
+162% +$6.02K 0.01% 201
2020
Q1 		$3K Sell
13
-6
-32% -$1.65K ﹤0.01% 284
2019
Q4 		$5K Buy
+19
New +$4.97K 0.01% 290

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

HighMark Wealth Management's UNH Position: Q1 2026 in Review

HighMark Wealth Management reduced its UnitedHealth (UNH) stake by 9.1% in Q1 2026, selling an estimated $23.5K and leaving 788 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #73.

HighMark Wealth Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $286K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • HighMark Wealth Management held 788 shares of UnitedHealth worth $218K as of Q1 2026.
  • HighMark Wealth Management sold 79 UnitedHealth shares in Q1 2026, an estimated $23.5K.
  • UnitedHealth made up 0.09% of HighMark Wealth Management's portfolio in Q1 2026, its #73 holding.
  • HighMark Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • HighMark Wealth Management's UnitedHealth position peaked at $286K in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.