InceptionR’s UnitedHealth UNH Stock Holding History

InceptionR’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	-1,000	Closed	-$330K	–	915
2025 Q4	$330K	Buy	+1,000	New	+$339K	0.09%	396
2025 Q2	–	Sell	-1,981	Closed	-$1.04M	–	853
2025 Q1	$1.04M	Buy	+1,981	New	+$1.01M	0.31%	98
2024 Q3	–	Sell	-979	Closed	-$499K	–	881
2024 Q2	$499K	Buy	979 +364	+59%	+$178K	0.14%	283
2024 Q1	$304K	Sell	615 -69	-10%	-$35.1K	0.08%	414
2023 Q4	$360K	Buy	+684	New	+$365K	0.26%	170

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

InceptionR's UNH Position: Q1 2026 in Review

InceptionR sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,000 shares — an estimated $330K sold.

InceptionR first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $1.04M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

InceptionR reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
InceptionR sold 1,000 UnitedHealth shares in Q1 2026, an estimated $330K.
InceptionR first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
InceptionR's UnitedHealth position peaked at $1.04M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.