MGO Private Wealth’s UnitedHealth UNH Stock Holding History

MGO Private Wealth’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	-626	Closed	-$207K	–	59
2025 Q4	$207K	Hold	626	–	–	0.13%	65
2025 Q3	$216K	Buy	+626	New	+$189K	0.13%	62
2025 Q2	–	Sell	-399	Closed	-$209K	–	65
2025 Q1	$209K	Buy	+399	New	+$204K	0.15%	53
2024 Q4	–	Sell	-453	Closed	-$265K	–	65
2024 Q3	$265K	Sell	453 -184	-29%	-$104K	0.19%	45
2024 Q2	$324K	Hold	637	–	–	0.2%	59
2024 Q1	$315K	Hold	637	–	–	0.2%	58
2023 Q4	$335K	Hold	637	–	–	0.23%	55
2023 Q3	$321K	Buy	637 +114	+22%	+$56.1K	0.24%	53
2023 Q2	$251K	Hold	523	–	–	0.19%	57
2023 Q1	$247K	Sell	523 -290	-36%	-$140K	0.19%	62
2022 Q4	$431K	Sell	813 -10	-1%	-$5.3K	0.2%	77
2022 Q3	$416K	Buy	+823	New	+$433K	0.2%	77

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MGO Private Wealth's UNH Position: Q1 2026 in Review

MGO Private Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 626 shares — an estimated $207K sold.

MGO Private Wealth first reported a position in UNH in Q3 2022 and held it in 12 quarters. The position peaked at $431K in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

MGO Private Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
MGO Private Wealth sold 626 UnitedHealth shares in Q1 2026, an estimated $207K.
MGO Private Wealth first reported a position in UnitedHealth in Q3 2022 and held it in 12 quarters.
MGO Private Wealth's UnitedHealth position peaked at $431K in Q4 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.