Horizon Wealth Management’s UnitedHealth UNH Stock Holding History

Horizon 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	–	Sell	-833	Closed	-$275K	–	148
2025 Q4	$275K	Buy	833 +2	+0.2%	+$678	0.04%	106
2025 Q3	$287K	Buy	831 +1	+0.1%	+$302	0.04%	102
2025 Q2	$259K	Sell	830 -98	-11%	-$37.5K	0.05%	85
2025 Q1	$486K	Buy	928 +70	+8%	+$35.8K	0.08%	55
2024 Q4	$434K	Buy	858 +1	+0.1%	+$568	0.08%	58
2024 Q3	$501K	Buy	857 +1	+0.1%	+$566	0.1%	49
2024 Q2	$436K	Sell	856 -321	-27%	-$157K	0.1%	42
2024 Q1	$582K	Buy	1,177 +51	+5%	+$25.9K	0.15%	37
2023 Q4	$593K	Buy	1,126 +12	+1%	+$6.4K	0.16%	35
2023 Q3	$562K	Buy	1,114 +4	+0.4%	+$1.97K	0.23%	33
2023 Q2	$533K	Buy	1,110 +1	+0.1%	+$489	0.21%	34
2023 Q1	$524K	Sell	1,109 -414	-27%	-$200K	0.39%	33
2022 Q4	$807K	Sell	1,523 -88	-5%	-$46.6K	0.66%	22
2022 Q3	$814K	Sell	1,611 -32	-2%	-$16.8K	0.6%	23
2022 Q2	$844K	Buy	1,643 +185	+13%	+$92.9K	0.35%	36
2022 Q1	$744K	Sell	1,458 -1,444	-50%	-$696K	0.23%	41
2021 Q4	$1.46M	Buy	+2,902	New	+$1.31M	0.42%	30

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Horizon Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 833 shares — an estimated $275K sold.

Horizon Wealth Management first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $1.46M in Q4 2021. 3,044 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Horizon Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Horizon Wealth Management sold 833 UnitedHealth shares in Q1 2026, an estimated $275K.
Horizon Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
Horizon Wealth Management's UnitedHealth position peaked at $1.46M in Q4 2021.
3,044 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.