Mader & Shannon Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-14,951
| Closed | -$5.16M | – | 24 |
|
|
2025
Q4 | $5.16M | Hold |
14,951
| – | – | 2.53% | 12 |
|
|
2025
Q3 | $5.16M | Buy |
14,951
+245
| +2% | +$74.1K | 2.53% | 12 |
|
|
2025
Q2 | $4.59M | Sell |
14,706
-4
| -0% | -$1.53K | 2.5% | 12 |
|
|
2025
Q1 | $7.7M | Buy |
14,710
+1,640
| +13% | +$838K | 4.4% | 7 |
|
|
2024
Q4 | $6.61M | Sell |
13,070
-417
| -3% | -$237K | 4.09% | 8 |
|
|
2024
Q3 | $7.89M | Sell |
13,487
-751
| -5% | -$425K | 4.59% | 9 |
|
|
2024
Q2 | $7.25M | Sell |
14,238
-652
| -4% | -$320K | 4.36% | 9 |
|
|
2024
Q1 | $7.37M | Buy |
14,890
+408
| +3% | +$207K | 4.13% | 8 |
|
|
2023
Q4 | $7.62M | Sell |
14,482
-66
| -0.5% | -$35.2K | 4.34% | 8 |
|
|
2023
Q3 | $7.33M | Buy |
14,548
+386
| +3% | +$190K | 4.82% | 6 |
|
|
2023
Q2 | $6.81M | Buy |
14,162
+689
| +5% | +$337K | 4.2% | 12 |
|
|
2023
Q1 | $6.37M | Sell |
13,473
-1,594
| -11% | -$769K | 4.2% | 12 |
|
|
2022
Q4 | $7.99M | Buy |
15,067
+1,478
| +11% | +$783K | 5.29% | 10 |
|
|
2022
Q3 | $6.86M | Sell |
13,589
-3,269
| -19% | -$1.72M | 7.48% | 4 |
|
|
2022
Q2 | $8.66M | Sell |
16,858
-228
| -1% | -$115K | 5.17% | 5 |
|
|
2022
Q1 | $8.71M | Buy |
17,086
+300
| +2% | +$145K | 4.73% | 4 |
|
|
2021
Q4 | $8.43M | Buy |
16,786
+242
| +1% | +$110K | 4.66% | 7 |
|
|
2021
Q3 | $6.46M | Sell |
16,544
-5
| -0% | -$2.07K | 4.13% | 10 |
|
|
2021
Q2 | $6.63M | Buy |
16,549
+178
| +1% | +$71K | 3.41% | 10 |
|
|
2021
Q1 | $6.09M | Buy |
16,371
+11,644
| +246% | +$4.03M | 3.56% | 11 |
|
|
2020
Q4 | $1.66M | Buy |
+4,727
| New | +$1.58M | 1.1% | 23 |
|
|
2019
Q2 | – | Sell |
-15,188
| Closed | -$3.75M | – | 18 |
|
|
2019
Q1 | $3.75M | Buy |
15,188
+859
| +6% | +$219K | 3.37% | 7 |
|
|
2018
Q4 | $3.57M | Buy |
+14,329
| New | +$3.79M | 2.91% | 8 |
|
|
2018
Q3 | – | Sell |
-15,419
| Closed | -$3.78M | – | 23 |
|
|
2018
Q2 | $3.78M | Buy |
+15,419
| New | +$3.7M | 4.57% | 7 |
|
|
2015
Q3 | – | Sell |
-77,859
| Closed | -$9.5M | – | 14 |
|
|
2015
Q2 | $9.5M | Buy |
+77,859
| New | +$9.21M | 10.85% | 5 |
|
|
2014
Q3 | – | Sell |
-24,873
| Closed | -$2.03M | – | 27 |
|
|
2014
Q2 | $2.03M | Buy |
+24,873
| New | +$1.96M | 1.56% | 24 |
|
Other funds holding UNH
Mader & Shannon Wealth Management's UNH Position: Q1 2026 in Review
Mader & Shannon Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 14,951 shares — an estimated $5.16M sold.
Mader & Shannon Wealth Management first reported a position in UNH in Q2 2014 and held it in 26 quarters. The position peaked at $9.5M in Q2 2015. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Mader & Shannon Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Mader & Shannon Wealth Management sold 14,951 UnitedHealth shares in Q1 2026, an estimated $5.16M.
- Mader & Shannon Wealth Management first reported a position in UnitedHealth in Q2 2014 and held it in 26 quarters.
- Mader & Shannon Wealth Management's UnitedHealth position peaked at $9.5M in Q2 2015.
- 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Mader & Shannon Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.