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Meridian Wealth Advisors’s UnitedHealth UNH Stock Holding History

Meridian 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 		$1.38M Sell
5,091
-6,288
-55% -$1.87M 0.18% 79
2025
Q4 		$3.76M Sell
11,379
-1,365
-11% -$463K 0.52% 49
2025
Q3 		$4.4M Sell
12,744
-617
-5% -$187K 0.62% 46
2025
Q2 		$4.17M Buy
13,361
+433
+3% +$165K 0.66% 41
2025
Q1 		$6.77M Sell
12,928
-265
-2% -$135K 1.15% 24
2024
Q4 		$6.67M Buy
13,193
+115
+0.9% +$65.3K 1.1% 22
2024
Q3 		$7.65M Buy
13,078
+8
+0.1% +$4.53K 1.28% 19
2024
Q2 		$6.66M Buy
13,070
+465
+4% +$228K 1.19% 21
2024
Q1 		$6.24M Buy
12,605
+692
+6% +$352K 1.17% 22
2023
Q4 		$6.27M Buy
11,913
+199
+2% +$106K 1.37% 17
2023
Q3 		$5.91M Buy
11,714
+202
+2% +$99.4K 1.48% 14
2023
Q2 		$5.53M Buy
11,512
+920
+9% +$450K 1.34% 14
2023
Q1 		$5.01M Buy
10,592
+248
+2% +$120K 1.25% 18
2022
Q4 		$5.48M Buy
10,344
+48
+0.5% +$25.4K 1.41% 14
2022
Q3 		$5.2M Sell
10,296
-25
-0.2% -$13.1K 1.46% 12
2022
Q2 		$5.3M Sell
10,321
-313
-3% -$157K 1.41% 13
2022
Q1 		$5.42M Buy
10,634
+1,088
+11% +$525K 1.26% 17
2021
Q4 		$4.79M Buy
9,546
+397
+4% +$180K 1.16% 19
2021
Q3 		$3.58M Buy
9,149
+143
+2% +$59.2K 1% 21
2021
Q2 		$3.61M Buy
9,006
+311
+4% +$124K 1.02% 19
2021
Q1 		$3.23M Buy
8,695
+264
+3% +$91.5K 1.07% 19
2020
Q4 		$2.96M Buy
8,431
+212
+3% +$71.1K 1.08% 19
2020
Q3 		$2.56M Sell
8,219
-474
-5% -$146K 1.1% 18
2020
Q2 		$2.56M Buy
8,693
+2,127
+32% +$609K 1.19% 18
2020
Q1 		$1.64M Sell
6,566
-1,681
-20% -$463K 0.9% 23
2019
Q4 		$2.42M Buy
8,247
+32
+0.4% +$8.37K 0.95% 25
2019
Q3 		$1.78M Buy
8,215
+4,331
+112% +$1.05M 0.76% 26
2019
Q2 		$1.08M Buy
3,884
+824
+27% +$198K 0.75% 27
2019
Q1 		$757K Buy
3,060
+1,126
+58% +$287K 0.55% 38
2018
Q4 		$482K Buy
+1,934
New +$511K 0.37% 51

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

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

Meridian Wealth Advisors reduced its UnitedHealth (UNH) stake by 55% in Q1 2026, selling an estimated $1.87M and leaving 5,091 shares worth $1.38M. The position accounts for 0.18% of the portfolio, ranked #79.

Meridian Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.65M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Meridian Wealth Advisors held 5,091 shares of UnitedHealth worth $1.38M as of Q1 2026.
  • Meridian Wealth Advisors sold 6,288 UnitedHealth shares in Q1 2026, an estimated $1.87M.
  • UnitedHealth made up 0.18% of Meridian Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Meridian Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's UnitedHealth position peaked at $7.65M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.