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Matrix Asset Advisors’s UnitedHealth UNH Stock Holding History

Matrix Asset Advisors’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
-721
Closed -$238K – 112
2025
Q4 		$238K Sell
721
-24
-3% -$8.13K 0.02% 100
2025
Q3 		$257K Buy
+745
New +$225K 0.02% 98
2025
Q2 		– Sell
-17,384
Closed -$9.1M – 111
2025
Q1 		$9.1M Sell
17,384
-27
-0.2% -$13.8K 1% 39
2024
Q4 		$8.81M Sell
17,411
-7,112
-29% -$4.04M 0.96% 38
2024
Q3 		$14.3M Sell
24,523
-363
-1% -$205K 1.59% 27
2024
Q2 		$12.7M Sell
24,886
-97
-0.4% -$47.5K 1.51% 30
2024
Q1 		$12.4M Buy
24,983
+6,135
+33% +$3.12M 1.48% 32
2023
Q4 		$9.92M Sell
18,848
-125
-0.7% -$66.7K 1.26% 36
2023
Q3 		$9.57M Buy
18,973
+11,915
+169% +$5.86M 1.36% 32
2023
Q2 		$3.39M Buy
+7,058
New +$3.45M 0.47% 47
2017
Q1 		– Sell
-4,043
Closed -$647K – 73
2016
Q4 		$647K Sell
4,043
-55
-1% -$8.22K 0.11% 53
2016
Q3 		$574K Buy
+4,098
New +$574K 0.1% 57

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

Matrix Asset Advisors's UNH Position: Q1 2026 in Review

Matrix Asset Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 721 shares — an estimated $238K sold.

Matrix Asset Advisors first reported a position in UNH in Q3 2016 and held it in 12 quarters. The position peaked at $14.3M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Matrix Asset Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Matrix Asset Advisors sold 721 UnitedHealth shares in Q1 2026, an estimated $238K.
  • Matrix Asset Advisors first reported a position in UnitedHealth in Q3 2016 and held it in 12 quarters.
  • Matrix Asset Advisors's UnitedHealth position peaked at $14.3M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Matrix Asset Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.