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Meridian Wealth Partners’s UnitedHealth UNH Stock Holding History

Meridian Wealth Partners’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 		– Sell
-781
Closed -$258K – 125
2025
Q4 		$258K Sell
781
-36
-4% -$12.2K 0.04% 93
2025
Q3 		$282K Buy
+817
New +$247K 0.04% 91
2025
Q2 		– Sell
-789
Closed -$413K – 116
2025
Q1 		$413K Sell
789
-86
-10% -$44K 0.07% 70
2024
Q4 		$442K Buy
875
+6
+0.7% +$3.41K 0.07% 66
2024
Q3 		$508K Buy
869
+3
+0.3% +$1.7K 0.08% 59
2024
Q2 		$441K Buy
866
+61
+8% +$29.9K 0.08% 60
2024
Q1 		$398K Buy
805
+55
+7% +$28K 0.07% 65
2023
Q4 		$395K Buy
750
+63
+9% +$33.6K 0.08% 60
2023
Q3 		$346K Buy
687
+96
+16% +$47.2K 0.07% 66
2023
Q2 		$284K Buy
591
+45
+8% +$22K 0.06% 73
2023
Q1 		$258K Buy
546
+80
+17% +$38.6K 0.06% 79
2022
Q4 		$247K Buy
466
+51
+12% +$27K 0.06% 73
2022
Q3 		$210K Buy
415
+18
+5% +$9.46K 0.05% 80
2022
Q2 		$204K Buy
+397
New +$199K 0.05% 78
2021
Q2 		– Sell
-252
Closed -$94K – 1201
2021
Q1 		$94K Buy
252
+72
+40% +$24.9K 0.03% 117
2020
Q4 		$63K Hold
180
– – 0.03% 126
2020
Q3 		$56K Buy
180
+19
+12% +$5.84K 0.03% 124
2020
Q2 		$47K Buy
161
+9
+6% +$2.58K 0.03% 133
2020
Q1 		$38K Buy
152
+55
+57% +$15.1K 0.02% 138
2019
Q4 		$29K Buy
+97
New +$25.4K 0.02% 168

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 Partners's UNH Position: Q1 2026 in Review

Meridian Wealth Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 781 shares — an estimated $258K sold.

Meridian Wealth Partners first reported a position in UNH in Q4 2019 and held it in 20 quarters. The position peaked at $508K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Meridian Wealth Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Meridian Wealth Partners sold 781 UnitedHealth shares in Q1 2026, an estimated $258K.
  • Meridian Wealth Partners first reported a position in UnitedHealth in Q4 2019 and held it in 20 quarters.
  • Meridian Wealth Partners's UnitedHealth position peaked at $508K in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.