Horizons Wealth Management’s UnitedHealth UNH Stock Holding History

Horizons 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	$27.1K	Hold	100	–	–	0.02%	117
2025 Q4	$33K	Hold	100	–	–	0.02%	116
2025 Q3	$34.5K	Hold	100	–	–	0.02%	115
2025 Q2	$31.2K	Hold	100	–	–	0.02%	117
2025 Q1	$52.4K	Hold	100	–	–	0.04%	94
2024 Q4	$50.6K	Hold	100	–	–	0.04%	94
2024 Q3	$58.7K	Hold	100	–	–	0.05%	92
2024 Q2	$56.8K	Hold	100	–	–	0.04%	95
2024 Q1	$52.9K	Hold	100	–	–	0.03%	88
2023 Q4	$52.9K	Hold	100	–	–	0.03%	88
2023 Q3	$50.6K	Hold	100	–	–	0.04%	87
2023 Q2	$48.3K	Buy	+100	New	+$48.9K	0.03%	95

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Horizons Wealth Management held its UnitedHealth (UNH) position steady in Q1 2026 at 100 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #117.

Horizons Wealth Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $58.7K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Horizons Wealth Management held 100 shares of UnitedHealth worth $27.1K as of Q1 2026.
Horizons Wealth Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #117 holding.
Horizons Wealth Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Horizons Wealth Management's UnitedHealth position peaked at $58.7K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.