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Medallion Wealth Advisors’s UnitedHealth UNH Stock Holding History

Medallion 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 		$698K Buy
2,579
+241
+10% +$71.8K 0.23% 97
2025
Q4 		$772K Buy
2,338
+67
+3% +$22.7K 0.26% 90
2025
Q3 		$784K Buy
2,271
+8
+0.4% +$2.42K 0.28% 88
2025
Q2 		$731K Buy
2,263
+178
+9% +$68K 0.28% 88
2025
Q1 		$1.09M Buy
2,085
+495
+31% +$253K 0.5% 44
2024
Q4 		$814K Buy
+1,590
New +$903K 0.4% 62

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

Medallion Wealth Advisors's UNH Position: Q1 2026 in Review

Medallion Wealth Advisors increased its UnitedHealth (UNH) stake by 10% in Q1 2026, buying an estimated $71.8K and bringing the position to 2,579 shares worth $698K. The position accounts for 0.23% of the portfolio, ranked #97.

Medallion Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Medallion Wealth Advisors held 2,579 shares of UnitedHealth worth $698K as of Q1 2026.
  • Medallion Wealth Advisors bought 241 UnitedHealth shares in Q1 2026, an estimated $71.8K.
  • UnitedHealth made up 0.23% of Medallion Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • Medallion Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's UnitedHealth position peaked at $1.09M in Q1 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.