Laird Norton Wetherby Trust Company’s UnitedHealth UNH Stock Holding History

Laird Norton Wetherby Trust Company’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	$8.56M	Sell	31,641 -4,264	-12%	-$1.27M	0.19%	78
2025 Q4	$11.9M	Buy	+35,905	New	+$12.2M	0.25%	64
2022 Q2	–	Sell	-780	Closed	-$397K	–	186
2022 Q1	$397K	Sell	780 -167	-18%	-$80.5K	0.04%	121
2021 Q4	$475K	Buy	947 +188	+25%	+$85.1K	0.04%	113
2021 Q3	$296K	Buy	759 +157	+26%	+$65K	0.03%	142
2021 Q2	$241K	Sell	602 -507	-46%	-$202K	0.03%	140
2021 Q1	$390K	Buy	1,109 +66	+6%	+$22.9K	0.04%	110
2020 Q4	$365K	Buy	+1,043	New	+$350K	0.04%	109

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

Laird Norton Wetherby Trust Company's UNH Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $1.27M and leaving 31,641 shares worth $8.56M. The position accounts for 0.19% of the portfolio, ranked #78.

Laird Norton Wetherby Trust Company first reported a position in UNH in Q4 2020 and has held it in 8 quarters since. The position peaked at $11.9M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Laird Norton Wetherby Trust Company held 31,641 shares of UnitedHealth worth $8.56M as of Q1 2026.
Laird Norton Wetherby Trust Company sold 4,264 UnitedHealth shares in Q1 2026, an estimated $1.27M.
UnitedHealth made up 0.19% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #78 holding.
Laird Norton Wetherby Trust Company first reported a position in UnitedHealth in Q4 2020 and has held it in 8 quarters since.
Laird Norton Wetherby Trust Company's UnitedHealth position peaked at $11.9M in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.