Meadow Creek Wealth Advisors’s UnitedHealth UNH Stock Holding History

Meadow Creek Wealth 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	$633K	Sell	2,340 -95	-4%	-$28.3K	0.41%	49
2025 Q4	$804K	Sell	2,435 -106	-4%	-$35.9K	0.51%	42
2025 Q3	$906K	Buy	2,541 +204	+9%	+$61.7K	0.6%	37
2025 Q2	$729K	Sell	2,337 -243	-9%	-$92.9K	0.49%	40
2025 Q1	$1.35M	Sell	2,580 -186	-7%	-$95.1K	1.01%	22
2024 Q4	$1.4M	Buy	2,766 +52	+2%	+$29.5K	1.01%	23
2024 Q3	$1.59M	Buy	2,714 +359	+15%	+$203K	1.26%	19
2024 Q2	$1.2M	Buy	2,355 +141	+6%	+$69.1K	1.13%	23
2024 Q1	$1.1M	Buy	2,214 +460	+26%	+$234K	0.76%	32
2023 Q4	$923K	Buy	+1,754	New	+$935K	0.9%	22
2022 Q3	$840K	Buy	1,664 +23	+1%	+$12.1K	1.11%	12
2022 Q2	$843K	Buy	1,641 +1	+0.1%	+$502	1.04%	15
2022 Q1	$836K	Sell	1,640 -238	-13%	-$115K	0.91%	21
2021 Q4	$943K	Buy	+1,878	New	+$850K	0.89%	21
2019 Q4	$348K	Buy	+1,185	New	+$310K	0.48%	67

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Meadow Creek Wealth Advisors's UNH Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2026, selling an estimated $28.3K and leaving 2,340 shares worth $633K. The position accounts for 0.41% of the portfolio, ranked #49.

Meadow Creek Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Meadow Creek Wealth Advisors held 2,340 shares of UnitedHealth worth $633K as of Q1 2026.
Meadow Creek Wealth Advisors sold 95 UnitedHealth shares in Q1 2026, an estimated $28.3K.
UnitedHealth made up 0.41% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Meadow Creek Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 15 quarters since.
Meadow Creek Wealth Advisors's UnitedHealth position peaked at $1.59M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.