Leo Wealth LLC’s UnitedHealth UNH Stock Holding History

Leo Wealth LLC’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	$380K	Buy	1,405 +201	+17%	+$59.9K	0.03%	312
2025 Q4	$398K	Buy	1,204 +140	+13%	+$47.4K	0.03%	299
2025 Q3	$367K	Buy	1,064 +23	+2%	+$6.96K	0.05%	209
2025 Q2	$325K	Sell	1,041 -161	-13%	-$61.5K	0.03%	300
2025 Q1	$630K	Sell	1,202 -94	-7%	-$48.1K	0.09%	158
2024 Q4	$655K	Sell	1,296 -371	-22%	-$211K	0.06%	198
2024 Q3	$975K	Sell	1,667 -331	-17%	-$187K	0.09%	157
2024 Q2	$1M	Buy	1,998 +886	+80%	+$434K	0.1%	145
2024 Q1	$549K	Buy	1,112 +102	+10%	+$51.9K	0.06%	202
2023 Q4	$525K	Buy	+1,010	New	+$539K	0.05%	200

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

Leo Wealth LLC's UNH Position: Q1 2026 in Review

Leo Wealth LLC increased its UnitedHealth (UNH) stake by 17% in Q1 2026, buying an estimated $59.9K and bringing the position to 1,405 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #312.

Leo Wealth LLC first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1M in Q2 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Leo Wealth LLC held 1,405 shares of UnitedHealth worth $380K as of Q1 2026.
Leo Wealth LLC bought 201 UnitedHealth shares in Q1 2026, an estimated $59.9K.
UnitedHealth made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #312 holding.
Leo Wealth LLC first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's UnitedHealth position peaked at $1M in Q2 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.