Juncture Wealth Strategies’s UnitedHealth UNH Stock Holding History

Juncture Wealth Strategies’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	-908	Closed	-$300K	–	144
2025 Q4	$300K	Sell	908 -73	-7%	-$24.7K	0.1%	104
2025 Q3	$339K	Buy	981 +133	+16%	+$40.2K	0.11%	93
2025 Q2	$265K	Sell	848 -2	-0.2%	-$764	0.09%	107
2025 Q1	$445K	Sell	850 -7	-0.8%	-$3.58K	0.17%	78
2024 Q4	$434K	Buy	857 +4	+0.5%	+$2.27K	0.16%	81
2024 Q3	$499K	Hold	853	–	–	0.19%	71
2024 Q2	$434K	Sell	853 -33	-4%	-$16.2K	0.18%	71
2024 Q1	$438K	Hold	886	–	–	0.19%	67
2023 Q4	$466K	Hold	886	–	–	0.21%	75
2023 Q3	$447K	Hold	886	–	–	0.22%	86
2023 Q2	$426K	Sell	886 -37	-4%	-$18.1K	0.2%	90
2023 Q1	$436K	Buy	923 +500	+118%	+$241K	0.22%	82
2022 Q4	$224K	Buy	+423	New	+$224K	0.11%	106

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

Juncture Wealth Strategies's UNH Position: Q1 2026 in Review

Juncture Wealth Strategies sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 908 shares — an estimated $300K sold.

Juncture Wealth Strategies first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $499K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Juncture Wealth Strategies reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Juncture Wealth Strategies sold 908 UnitedHealth shares in Q1 2026, an estimated $300K.
Juncture Wealth Strategies first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
Juncture Wealth Strategies's UnitedHealth position peaked at $499K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Juncture Wealth Strategies's 13F filing for Q1 2026, filed 15 Apr 2026.