Knollwood Investment Advisory’s UnitedHealth UNH Stock Holding History

Knollwood Investment Advisory’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	$1.22M	Hold	4,523	–	–	0.12%	147
2025 Q4	$1.49M	Hold	4,523	–	–	0.14%	142
2025 Q3	$1.56M	Sell	4,523 -32	-0.7%	-$9.68K	0.14%	147
2025 Q2	$1.42M	Hold	4,555	–	–	0.14%	152
2025 Q1	$2.39M	Hold	4,555	–	–	0.26%	101
2024 Q4	$2.3M	Sell	4,555 -6,014	-57%	-$3.42M	0.24%	104
2024 Q3	$6.18M	Hold	10,569	–	–	0.66%	35
2024 Q2	$5.38M	Buy	10,569 +2,074	+24%	+$1.02M	0.6%	38
2024 Q1	$4.2M	Hold	8,495	–	–	0.76%	31
2023 Q4	$4.47M	Buy	+8,495	New	+$4.53M	0.93%	26

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

Knollwood Investment Advisory's UNH Position: Q1 2026 in Review

Knollwood Investment Advisory held its UnitedHealth (UNH) position steady in Q1 2026 at 4,523 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #147.

Knollwood Investment Advisory first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.18M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Knollwood Investment Advisory held 4,523 shares of UnitedHealth worth $1.22M as of Q1 2026.
Knollwood Investment Advisory left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.12% of Knollwood Investment Advisory's portfolio in Q1 2026, its #147 holding.
Knollwood Investment Advisory first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Knollwood Investment Advisory's UnitedHealth position peaked at $6.18M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.