Imprint Wealth’s UnitedHealth UNH Stock Holding History

Imprint Wealth’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	$4.06K	Sell	15 -32	-68%	-$9.53K	0.02%	184
2025 Q4	$15.5K	Sell	47 -49	-51%	-$16.6K	0.07%	109
2025 Q3	$33.1K	Buy	+96	New	+$29K	0.11%	88
2024 Q1	$1.62M	Buy	3,302 +2,315	+235%	+$1.18M	0.39%	60
2023 Q4	$504K	Sell	987 -30	-3%	-$16K	0.41%	77
2023 Q3	$513K	Sell	1,017 -699	-41%	-$344K	0.43%	68
2023 Q2	$857K	Buy	1,716 +460	+37%	+$225K	0.54%	53
2023 Q1	$613K	Buy	+1,256	New	+$606K	0.4%	71

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

Imprint Wealth's UNH Position: Q1 2026 in Review

Imprint Wealth reduced its UnitedHealth (UNH) stake by 68% in Q1 2026, selling an estimated $9.53K and leaving 15 shares worth $4.06K. The position accounts for 0.02% of the portfolio, ranked #184.

Imprint Wealth first reported a position in UNH in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.62M in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Imprint Wealth held 15 shares of UnitedHealth worth $4.06K as of Q1 2026.
Imprint Wealth sold 32 UnitedHealth shares in Q1 2026, an estimated $9.53K.
UnitedHealth made up 0.02% of Imprint Wealth's portfolio in Q1 2026, its #184 holding.
Imprint Wealth first reported a position in UnitedHealth in Q1 2023 and has held it in 8 quarters since.
Imprint Wealth's UnitedHealth position peaked at $1.62M in Q1 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Imprint Wealth's 13F filing for Q1 2026, filed 15 May 2026.