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MASECO Private Wealth’s UnitedHealth UNH Stock Holding History

MASECO Private Wealth’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 		$19.2K Buy
71
+13
+22% +$3.87K ﹤0.01% 198
2025
Q4 		$19.2K Sell
58
-7
-11% -$2.37K ﹤0.01% 266
2025
Q3 		$22.6K Hold
65
– – ﹤0.01% 137
2025
Q2 		$20.3K Buy
+65
New +$24.8K ﹤0.01% 253

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

MASECO Private Wealth's UNH Position: Q1 2026 in Review

MASECO Private Wealth increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $3.87K and bringing the position to 71 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

MASECO Private Wealth first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.6K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MASECO Private Wealth held 71 shares of UnitedHealth worth $19.2K as of Q1 2026.
  • MASECO Private Wealth bought 13 UnitedHealth shares in Q1 2026, an estimated $3.87K.
  • UnitedHealth made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #198 holding.
  • MASECO Private Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's UnitedHealth position peaked at $22.6K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.