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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 		$762K Buy
+1,600
New +$476K 0.03% 407

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.