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LongView Wealth Management’s UnitedHealth UNH Stock Holding History

LongView Wealth Management’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
-956
Closed -$326K – 265
2025
Q4 		$326K Buy
956
+1
+0.1% +$339 0.08% 189
2025
Q3 		$330K Sell
955
-74
-7% -$22.4K 0.09% 159
2025
Q2 		$321K Sell
1,029
-152
-13% -$58.1K 0.1% 160
2025
Q1 		$618K Sell
1,181
-4
-0.3% -$2.04K 0.19% 101
2024
Q4 		$599K Buy
+1,185
New +$673K 0.18% 101
2024
Q1 		– Sell
-466
Closed -$251K – 179
2023
Q4 		$251K Buy
+466
New +$249K 0.11% 151

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LongView Wealth Management's UNH Position: Q1 2026 in Review

LongView Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 956 shares — an estimated $326K sold.

LongView Wealth Management first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $618K in Q1 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LongView Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • LongView Wealth Management sold 956 UnitedHealth shares in Q1 2026, an estimated $326K.
  • LongView Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • LongView Wealth Management's UnitedHealth position peaked at $618K in Q1 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.