Howard Bailey Securities’s UnitedHealth UNH Stock Holding History

Howard Bailey Securities’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	-698	Closed	-$230K	–	153
2025 Q4	$230K	Sell	698 -253	-27%	-$85.7K	0.09%	126
2025 Q3	$328K	Sell	951 -181	-16%	-$54.7K	0.09%	103
2025 Q2	$353K	Sell	1,132 -743	-40%	-$284K	0.11%	98
2025 Q1	$982K	Buy	1,875 +494	+36%	+$253K	0.33%	57
2024 Q4	$699K	Sell	1,381 -31	-2%	-$17.6K	0.26%	59
2024 Q3	$826K	Buy	+1,412	New	+$799K	0.31%	54

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

Howard Bailey Securities's UNH Position: Q1 2026 in Review

Howard Bailey Securities sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 698 shares — an estimated $230K sold.

Howard Bailey Securities first reported a position in UNH in Q3 2024 and held it in 6 quarters. The position peaked at $982K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Howard Bailey Securities reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Howard Bailey Securities sold 698 UnitedHealth shares in Q1 2026, an estimated $230K.
Howard Bailey Securities first reported a position in UnitedHealth in Q3 2024 and held it in 6 quarters.
Howard Bailey Securities's UnitedHealth position peaked at $982K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.