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Laurel Wealth Advisors (North Carolina)’s UnitedHealth UNH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-646
Closed -$213K – 619
2025
Q4 		$213K Buy
+646
New +$219K 0.03% 186
2025
Q2 		– Sell
-427
Closed -$224K – 636
2025
Q1 		$224K Hold
427
– – 0.04% 170
2024
Q4 		$216K Sell
427
-59
-12% -$33.5K 0.03% 174
2024
Q3 		$284K Buy
486
+77
+19% +$43.6K 0.05% 156
2024
Q2 		$208K Sell
409
-20
-5% -$9.8K 0.04% 170
2024
Q1 		$212K Sell
429
-3
-0.7% -$1.52K 0.04% 171
2023
Q4 		$227K Sell
432
-15
-3% -$8K 0.04% 164
2023
Q3 		$225K Hold
447
– – 0.05% 158
2023
Q2 		$215K Hold
447
– – 0.04% 164
2023
Q1 		$211K Hold
447
– – 0.04% 164
2022
Q4 		$237K Hold
447
– – 0.05% 150
2022
Q3 		$226K Buy
447
+4
+0.9% +$2.1K 0.06% 148
2022
Q2 		$228K Hold
443
– – 0.06% 147
2022
Q1 		$226K Hold
443
– – 0.05% 158
2021
Q4 		$222K Hold
443
– – 0.05% 161
2021
Q3 		$173K Sell
443
-10
-2% -$4.14K 0.04% 174
2021
Q2 		$181K Sell
453
-9
-2% -$3.59K 0.04% 174
2021
Q1 		$172K Hold
462
– – 0.04% 169
2020
Q4 		$162K Sell
462
-8
-2% -$2.68K 0.04% 162
2020
Q3 		$147K Sell
470
-74
-14% -$22.7K 0.04% 157
2020
Q2 		$160K Sell
544
-5
-0.9% -$1.43K 0.05% 145
2020
Q1 		$137K Buy
549
+67
+14% +$18.4K 0.05% 145
2019
Q4 		$142K Hold
482
– – 0.04% 158
2019
Q3 		$105K Buy
482
+320
+198% +$77.2K 0.04% 178
2019
Q2 		$39K Sell
162
-8
-5% -$1.92K 0.01% 259
2019
Q1 		$42K Hold
170
– – 0.02% 244
2018
Q4 		$42K Buy
+170
New +$44.9K 0.02% 227

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UNH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 646 shares — an estimated $213K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UNH in Q4 2018 and held it in 27 quarters. The position peaked at $284K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 646 UnitedHealth shares in Q1 2026, an estimated $213K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in UnitedHealth in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s UnitedHealth position peaked at $284K in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.