MWM
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Meridian Wealth Management’s UnitedHealth UNH Stock Holding History

Meridian Wealth Management’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 		$3.88M Sell
14,337
-1,699
-11% -$506K 0.14% 138
2025
Q4 		$5.29M Sell
16,036
-1,080
-6% -$366K 0.19% 103
2025
Q3 		$5.91M Sell
17,116
-3,068
-15% -$928K 0.23% 90
2025
Q2 		$6.3M Sell
20,184
-9,501
-32% -$3.63M 0.27% 83
2025
Q1 		$15.5M Sell
29,685
-125
-0.4% -$63.9K 0.75% 20
2024
Q4 		$15.1M Sell
29,810
-1,352
-4% -$768K 0.71% 22
2024
Q3 		$18.2M Buy
31,162
+3,603
+13% +$2.04M 0.9% 16
2024
Q2 		$14M Buy
+27,559
New +$13.5M 1.68% 9
2024
Q1 		– Sell
-29,003
Closed -$15.3M – 528
2023
Q4 		$15.3M Buy
29,003
+6,529
+29% +$3.48M 0.97% 11
2023
Q3 		$11.3M Sell
22,474
-1,362
-6% -$670K 0.69% 24
2023
Q2 		$11.5M Sell
23,836
-977
-4% -$478K 0.97% 14
2023
Q1 		$11.7M Buy
24,813
+306
+1% +$148K 1.02% 12
2022
Q4 		$13M Buy
24,507
+1,522
+7% +$806K 1.27% 11
2022
Q3 		$11.6M Sell
22,985
-285
-1% -$150K 1.25% 11
2022
Q2 		$12M Buy
23,270
+3,480
+18% +$1.75M 0.98% 10
2022
Q1 		$10.1M Buy
19,790
+729
+4% +$352K 1.1% 18
2021
Q4 		$9.57M Sell
19,061
-55
-0.3% -$24.9K 1.02% 19
2021
Q3 		$7.47M Buy
19,116
+1,572
+9% +$651K 0.92% 21
2021
Q2 		$7.03M Buy
17,544
+361
+2% +$144K 0.9% 19
2021
Q1 		$6.39M Sell
17,183
-1,486
-8% -$515K 0.93% 18
2020
Q4 		$6.55M Buy
18,669
+2,319
+14% +$777K 1.04% 18
2020
Q3 		$5.1M Sell
16,350
-2,827
-15% -$868K 1.25% 15
2020
Q2 		$5.66M Sell
19,177
-297
-2% -$85.1K 1.89% 10
2020
Q1 		$4.86M Buy
19,474
+2,173
+13% +$598K 2.15% 8
2019
Q4 		$5.09M Sell
17,301
-16
-0.1% -$4.19K 2.45% 9
2019
Q3 		$3.76M Sell
17,317
-991
-5% -$239K 1.77% 13
2019
Q2 		$44.7K Buy
18,308
+127
+0.7% +$30.5K 1.81% 13
2019
Q1 		$4.5M Buy
18,181
+44
+0.2% +$11.2K 2.05% 15
2018
Q4 		$4.52M Sell
18,137
-941
-5% -$249K 2.66% 9
2018
Q3 		$5.08M Sell
19,078
-284
-1% -$73.9K 2.18% 13
2018
Q2 		$4.75M Buy
19,362
+487
+3% +$117K 2.24% 12
2018
Q1 		$4.04M Sell
18,875
-1,292
-6% -$295K 2.01% 14
2017
Q4 		$3.96M Buy
20,167
+1
+0% +$212 2.44% 10
2017
Q3 		$3.95M Sell
20,166
-467
-2% -$90.2K 2.5% 9
2017
Q2 		$3.83M Sell
20,633
-115
-0.6% -$20.2K 2.42% 11
2017
Q1 		$3.4M Buy
20,748
+7,122
+52% +$1.17M 2.04% 13
2016
Q4 		$2.18M Buy
+13,626
New +$2.04M 1.73% 16

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 Management's UNH Position: Q1 2026 in Review

Meridian Wealth Management reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $506K and leaving 14,337 shares worth $3.88M. The position accounts for 0.14% of the portfolio, ranked #138.

Meridian Wealth Management first reported a position in UNH in Q4 2016 and has held it in 37 quarters since. The position peaked at $18.2M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Meridian Wealth Management held 14,337 shares of UnitedHealth worth $3.88M as of Q1 2026.
  • Meridian Wealth Management sold 1,699 UnitedHealth shares in Q1 2026, an estimated $506K.
  • UnitedHealth made up 0.14% of Meridian Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Meridian Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 37 quarters since.
  • Meridian Wealth Management's UnitedHealth position peaked at $18.2M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.