Leigh Baldwin & Co’s UnitedHealth UNH Stock Holding History

Leigh Baldwin & 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	-608	Closed	-$201K	–	173
2025 Q4	$201K	Sell	608 -198	-25%	-$67.1K	0.13%	156
2025 Q3	$278K	Buy	+806	New	+$244K	0.16%	157

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

Leigh Baldwin & Co's UNH Position: Q1 2026 in Review

Leigh Baldwin & Co sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 608 shares — an estimated $201K sold.

Leigh Baldwin & Co first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $278K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Leigh Baldwin & Co reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Leigh Baldwin & Co sold 608 UnitedHealth shares in Q1 2026, an estimated $201K.
Leigh Baldwin & Co first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
Leigh Baldwin & Co's UnitedHealth position peaked at $278K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.