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McKinley Carter Wealth Services’s UnitedHealth UNH Stock Holding History

McKinley Carter Wealth Services’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 		$235K Sell
867
-304
-26% -$90.5K 0.01% 287
2025
Q4 		$386K Sell
1,171
-553
-32% -$187K 0.02% 247
2025
Q3 		$595K Sell
1,724
-17,169
-91% -$5.19M 0.03% 205
2025
Q2 		$5.89M Sell
18,893
-683
-3% -$261K 0.33% 64
2025
Q1 		$10.3M Buy
19,576
+495
+3% +$253K 0.63% 36
2024
Q4 		$9.65M Sell
19,081
-205
-1% -$116K 0.59% 41
2024
Q3 		$11.3M Buy
19,286
+490
+3% +$277K 0.68% 32
2024
Q2 		$9.57M Buy
18,796
+2,128
+13% +$1.04M 0.61% 34
2024
Q1 		$8.25M Buy
16,668
+728
+5% +$370K 0.55% 42
2023
Q4 		$8.39M Buy
15,940
+1,402
+10% +$748K 0.61% 36
2023
Q3 		$7.33M Sell
14,538
-263
-2% -$129K 0.58% 37
2023
Q2 		$7.11M Sell
14,801
-176
-1% -$86.1K 0.53% 40
2023
Q1 		$7.08M Sell
14,977
-1,639
-10% -$791K 0.55% 41
2022
Q4 		$8.81M Buy
16,616
+44
+0.3% +$23.3K 0.75% 25
2022
Q3 		$8.37M Buy
16,572
+169
+1% +$88.9K 0.78% 25
2022
Q2 		$8.43M Sell
16,403
-57
-0.3% -$28.6K 0.75% 28
2022
Q1 		$8.39M Buy
16,460
+612
+4% +$295K 0.66% 31
2021
Q4 		$7.96M Sell
15,848
-270
-2% -$122K 0.59% 38
2021
Q3 		$6.3M Buy
16,118
+204
+1% +$84.5K 0.52% 41
2021
Q2 		$6.37M Sell
15,914
-48
-0.3% -$19.1K 0.53% 39
2021
Q1 		$5.94M Buy
15,962
+749
+5% +$260K 0.51% 41
2020
Q4 		$5.33M Sell
15,213
-206
-1% -$69.1K 0.7% 39
2020
Q3 		$4.81M Buy
15,419
+369
+2% +$113K 1.08% 23
2020
Q2 		$4.44M Sell
15,050
-22
-0.1% -$6.3K 1.09% 22
2020
Q1 		$3.76M Buy
15,072
+234
+2% +$64.4K 1.12% 16
2019
Q4 		$4.36M Buy
14,838
+13
+0.1% +$3.4K 1.02% 19
2019
Q3 		$3.22M Buy
14,825
+142
+1% +$34.3K 0.82% 30
2019
Q2 		$3.58M Buy
14,683
+16
+0.1% +$3.85K 0.97% 26
2019
Q1 		$3.63M Buy
14,667
+734
+5% +$187K 1.02% 25
2018
Q4 		$3.47M Buy
13,933
+687
+5% +$181K 1.15% 14
2018
Q3 		$3.52M Buy
13,246
+81
+0.6% +$21.1K 1.05% 17
2018
Q2 		$3.23M Sell
13,165
-296
-2% -$71.1K 1.04% 18
2018
Q1 		$2.88M Sell
13,461
-60
-0.4% -$13.7K 0.94% 24
2017
Q4 		$2.98M Sell
13,521
-877
-6% -$186K 1.03% 20
2017
Q3 		$2.82M Sell
14,398
-935
-6% -$181K 1.08% 21
2017
Q2 		$2.84M Sell
15,333
-295
-2% -$51.7K 1.26% 18
2017
Q1 		$2.56M Buy
15,628
+16
+0.1% +$2.62K 1.19% 21
2016
Q4 		$2.5M Sell
15,612
-483
-3% -$72.1K 1.26% 21
2016
Q3 		$2.25M Buy
16,095
+402
+3% +$56.3K 1.16% 28
2016
Q2 		$2.22M Buy
15,693
+956
+6% +$127K 1.15% 29
2016
Q1 		$1.9M Buy
14,737
+833
+6% +$98.5K 1.05% 30
2015
Q4 		$1.64M Buy
13,904
+536
+4% +$62.6K 0.94% 41
2015
Q3 		$1.55M Buy
13,368
+4,057
+44% +$486K 0.97% 40
2015
Q2 		$1.14M Buy
9,311
+2,482
+36% +$294K 0.62% 52
2015
Q1 		$808K Buy
+6,829
New +$758K 0.52% 54

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

McKinley Carter Wealth Services's UNH Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its UnitedHealth (UNH) stake by 26% in Q1 2026, selling an estimated $90.5K and leaving 867 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #287.

McKinley Carter Wealth Services first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $11.3M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • McKinley Carter Wealth Services held 867 shares of UnitedHealth worth $235K as of Q1 2026.
  • McKinley Carter Wealth Services sold 304 UnitedHealth shares in Q1 2026, an estimated $90.5K.
  • UnitedHealth made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #287 holding.
  • McKinley Carter Wealth Services first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
  • McKinley Carter Wealth Services's UnitedHealth position peaked at $11.3M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.