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Howe & Rusling’s UnitedHealth UNH Stock Holding History

Howe & Rusling’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 		$1.01M Sell
3,719
-367
-9% -$109K 0.07% 128
2025
Q4 		$1.35M Sell
4,086
-1,077
-21% -$365K 0.09% 110
2025
Q3 		$1.78M Sell
5,163
-20,079
-80% -$6.07M 0.12% 102
2025
Q2 		$7.87M Sell
25,242
-942
-4% -$360K 0.58% 53
2025
Q1 		$13.7M Sell
26,184
-369
-1% -$189K 1.15% 23
2024
Q4 		$13.4M Sell
26,553
-3,848
-13% -$2.19M 1.16% 22
2024
Q3 		$17.8M Sell
30,401
-31
-0.1% -$17.5K 1.53% 16
2024
Q2 		$15.5M Buy
30,432
+3,201
+12% +$1.57M 1.41% 18
2024
Q1 		$13.5M Buy
27,231
+4,212
+18% +$2.14M 1.29% 18
2023
Q4 		$12.1M Buy
23,019
+333
+1% +$178K 1.28% 22
2023
Q3 		$11.4M Sell
22,686
-6,427
-22% -$3.16M 1.35% 23
2023
Q2 		$14M Sell
29,113
-4,524
-13% -$2.21M 1.57% 16
2023
Q1 		$15.9M Buy
33,637
+70
+0.2% +$33.8K 1.89% 12
2022
Q4 		$17.8M Buy
33,567
+1,274
+4% +$675K 2.23% 9
2022
Q3 		$16.3M Buy
32,293
+503
+2% +$264K 2.17% 9
2022
Q2 		$16.3M Buy
31,790
+1,075
+3% +$540K 2.07% 9
2022
Q1 		$15.7M Buy
30,715
+445
+1% +$215K 1.81% 13
2021
Q4 		$15.2M Buy
30,270
+2,512
+9% +$1.14M 1.78% 13
2021
Q3 		$10.8M Sell
27,758
-605
-2% -$251K 1.36% 22
2021
Q2 		$11.4M Buy
28,363
+330
+1% +$132K 1.43% 22
2021
Q1 		$10.4M Buy
28,033
+4,255
+18% +$1.47M 1.42% 22
2020
Q4 		$8.34M Buy
23,778
+255
+1% +$85.5K 1.27% 23
2020
Q3 		$7.33M Sell
23,523
-2,663
-10% -$818K 1.26% 23
2020
Q2 		$7.72M Sell
26,186
-3,526
-12% -$1.01M 1.43% 23
2020
Q1 		$7.41M Sell
29,712
-27,791
-48% -$7.65M 1.6% 17
2019
Q4 		$16.9M Sell
57,503
-452
-0.8% -$118K 2.8% 3
2019
Q3 		$12.6M Sell
57,955
-203
-0.3% -$49K 2.21% 9
2019
Q2 		$14.2M Buy
58,158
+360
+0.6% +$86.6K 2.45% 6
2019
Q1 		$14.3M Buy
57,798
+1,043
+2% +$266K 2.47% 7
2018
Q4 		$14.1M Buy
56,755
+262
+0.5% +$69.2K 2.99% 5
2018
Q3 		$15M Buy
56,493
+60
+0.1% +$15.6K 2.51% 9
2018
Q2 		$13.8M Buy
56,433
+1,955
+4% +$469K 2.51% 8
2018
Q1 		$11.7M Buy
54,478
+28,967
+114% +$6.62M 2.11% 11
2017
Q4 		$5.62M Sell
25,511
-287
-1% -$60.8K 1.02% 35
2017
Q3 		$5.05M Buy
25,798
+25,508
+8,796% +$4.93M 0.93% 41
2017
Q2 		$54K Hold
290
– – 0.01% 263
2017
Q1 		$48K Buy
290
+160
+123% +$26.2K 0.01% 266
2016
Q4 		$21K Hold
130
– – ﹤0.01% 359
2016
Q3 		$18K Sell
130
-790
-86% -$111K ﹤0.01% 397
2016
Q2 		$130K Buy
920
+40
+5% +$5.33K 0.03% 164
2016
Q1 		$113K Buy
880
+250
+40% +$29.6K 0.03% 191
2015
Q4 		$74K Sell
630
-1,700
-73% -$199K 0.02% 230
2015
Q3 		$270K Sell
2,330
-130
-5% -$15.6K 0.07% 132
2015
Q2 		$300K Sell
2,460
-420
-15% -$49.7K 0.07% 138
2015
Q1 		$341K Sell
2,880
-770
-21% -$85.5K 0.08% 130
2014
Q4 		$369K Buy
3,650
+90
+3% +$8.53K 0.09% 124
2014
Q3 		$307K Hold
3,560
– – 0.07% 130
2014
Q2 		$291K Buy
3,560
+60
+2% +$4.72K 0.07% 135
2014
Q1 		$287K Buy
3,500
+60
+2% +$4.52K 0.07% 126
2013
Q4 		$259K Sell
3,440
-480
-12% -$34.5K 0.07% 129
2013
Q3 		$282K Hold
3,920
– – 0.1% 118
2013
Q2 		$257K Buy
+3,920
New +$244K 0.07% 144

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

Howe & Rusling's UNH Position: Q1 2026 in Review

Howe & Rusling reduced its UnitedHealth (UNH) stake by 9% in Q1 2026, selling an estimated $109K and leaving 3,719 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #128.

Howe & Rusling first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.8M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Howe & Rusling held 3,719 shares of UnitedHealth worth $1.01M as of Q1 2026.
  • Howe & Rusling sold 367 UnitedHealth shares in Q1 2026, an estimated $109K.
  • UnitedHealth made up 0.07% of Howe & Rusling's portfolio in Q1 2026, its #128 holding.
  • Howe & Rusling first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Howe & Rusling's UnitedHealth position peaked at $17.8M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.