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Means Investment Company’s UnitedHealth UNH Stock Holding History

Means Investment Company’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 		$438K Sell
1,619
-93
-5% -$27.7K 0.04% 133
2025
Q4 		$565K Sell
1,712
-121
-7% -$41K 0.05% 117
2025
Q3 		$633K Sell
1,833
-2,488
-58% -$752K 0.05% 115
2025
Q2 		$1.35M Sell
4,321
-1,995
-32% -$762K 0.13% 79
2025
Q1 		$3.31M Buy
6,316
+1,454
+30% +$743K 0.35% 43
2024
Q4 		$2.46M Buy
4,862
+262
+6% +$149K 0.26% 54
2024
Q3 		$2.69M Sell
4,600
-29
-0.6% -$16.4K 0.3% 50
2024
Q2 		$2.36M Sell
4,629
-727
-14% -$356K 0.28% 52
2024
Q1 		$2.65M Sell
5,356
-184
-3% -$93.5K 0.34% 48
2023
Q4 		$2.92M Sell
5,540
-162
-3% -$86.4K 0.42% 44
2023
Q3 		$2.88M Buy
5,702
+352
+7% +$173K 0.47% 45
2023
Q2 		$2.57M Buy
5,350
+53
+1% +$25.9K 0.41% 48
2023
Q1 		$2.5M Buy
5,297
+8
+0.2% +$3.86K 0.44% 47
2022
Q4 		$2.8M Buy
5,289
+266
+5% +$141K 0.56% 42
2022
Q3 		$2.54M Buy
5,023
+15
+0.3% +$7.89K 0.55% 39
2022
Q2 		$2.57M Buy
5,008
+81
+2% +$40.7K 0.55% 37
2022
Q1 		$2.51M Buy
4,927
+248
+5% +$120K 0.45% 46
2021
Q4 		$2.35M Buy
4,679
+43
+0.9% +$19.5K 0.42% 50
2021
Q3 		$1.81M Buy
4,636
+32
+0.7% +$13.3K 0.36% 57
2021
Q2 		$1.84M Buy
4,604
+517
+13% +$206K 0.37% 54
2021
Q1 		$1.52M Buy
4,087
+137
+3% +$47.5K 0.35% 59
2020
Q4 		$1.32M Buy
3,950
+353
+10% +$118K 0.3% 64
2020
Q3 		$1.25M Buy
3,597
+385
+12% +$118K 0.34% 57
2020
Q2 		$1.01M Buy
3,212
+264
+9% +$75.6K 0.32% 61
2020
Q1 		$817K Buy
2,948
+219
+8% +$60.3K 0.32% 63
2019
Q4 		$815K Buy
2,729
+151
+6% +$39.5K 0.27% 70
2019
Q3 		$648K Sell
2,578
-75
-3% -$18.1K 0.24% 74
2019
Q2 		$653K Buy
2,653
+94
+4% +$22.6K 0.27% 73
2019
Q1 		$633K Buy
2,559
+353
+16% +$90K 0.28% 74
2018
Q4 		$549K Buy
+2,206
New +$583K 0.3% 73

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

Means Investment Company's UNH Position: Q1 2026 in Review

Means Investment Company reduced its UnitedHealth (UNH) stake by 5.4% in Q1 2026, selling an estimated $27.7K and leaving 1,619 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #133.

Means Investment Company first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.31M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Means Investment Company held 1,619 shares of UnitedHealth worth $438K as of Q1 2026.
  • Means Investment Company sold 93 UnitedHealth shares in Q1 2026, an estimated $27.7K.
  • UnitedHealth made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #133 holding.
  • Means Investment Company first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's UnitedHealth position peaked at $3.31M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.