J. Goldman & Co’s UnitedHealth UNH Stock Holding History

J. Goldman & Co’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	-1,486	Closed	-$491K	–	885
2025 Q4	$491K	Buy	+1,486	New	+$504K	0.01%	453

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

J. Goldman & Co's UNH Position: Q1 2026 in Review

J. Goldman & Co sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,486 shares — an estimated $491K sold.

J. Goldman & Co first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $491K in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

J. Goldman & Co reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 1,486 UnitedHealth shares in Q1 2026, an estimated $491K.
J. Goldman & Co first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
J. Goldman & Co's UnitedHealth position peaked at $491K in Q4 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.