MWM
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Mission Wealth Management’s UnitedHealth UNH Stock Holding History

Mission 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 		$3.99M Sell
14,745
-402
-3% -$120K 0.08% 131
2025
Q4 		$5M Sell
15,147
-903
-6% -$306K 0.1% 115
2025
Q3 		$5.54M Sell
16,050
-1,300
-7% -$393K 0.11% 107
2025
Q2 		$5.41M Sell
17,350
-4,276
-20% -$1.63M 0.12% 107
2025
Q1 		$11.3M Buy
21,626
+243
+1% +$124K 0.28% 57
2024
Q4 		$10.8M Buy
21,383
+235
+1% +$134K 0.25% 55
2024
Q3 		$12.4M Sell
21,148
-745
-3% -$421K 0.3% 49
2024
Q2 		$11.1M Sell
21,893
-3,156
-13% -$1.55M 0.3% 50
2024
Q1 		$12.4M Buy
25,049
+4,254
+20% +$2.16M 0.33% 46
2023
Q4 		$10.9M Sell
20,795
-536
-3% -$286K 0.36% 39
2023
Q3 		$10.8M Sell
21,331
-979
-4% -$482K 0.4% 38
2023
Q2 		$10.7M Sell
22,310
-361
-2% -$177K 0.41% 38
2023
Q1 		$10.7M Buy
22,671
+466
+2% +$225K 0.45% 35
2022
Q4 		$11.8M Buy
22,205
+973
+5% +$515K 0.56% 30
2022
Q3 		$10.7M Sell
21,232
-309
-1% -$162K 0.57% 32
2022
Q2 		$11.1M Buy
21,541
+3,764
+21% +$1.89M 0.58% 30
2022
Q1 		$9.07M Sell
17,777
-2,338
-12% -$1.13M 0.42% 37
2021
Q4 		$10.1M Buy
20,115
+5,416
+37% +$2.45M 0.45% 36
2021
Q3 		$5.74M Buy
14,699
+6,795
+86% +$2.81M 0.29% 51
2021
Q2 		$3.17M Buy
7,904
+21
+0.3% +$8.37K 0.17% 72
2021
Q1 		$2.93M Buy
7,883
+892
+13% +$309K 0.17% 67
2020
Q4 		$2.45M Buy
6,991
+455
+7% +$153K 0.15% 73
2020
Q3 		$2.04M Buy
6,536
+1,007
+18% +$309K 0.15% 72
2020
Q2 		$1.63M Sell
5,529
-1,087
-16% -$311K 0.14% 80
2020
Q1 		$1.65M Buy
6,616
+159
+2% +$43.8K 0.18% 70
2019
Q4 		$1.9M Buy
6,457
+2,913
+82% +$762K 0.18% 72
2019
Q3 		$770K Buy
3,544
+246
+7% +$59.4K 0.08% 125
2019
Q2 		$805K Sell
3,298
-250
-7% -$60.1K 0.09% 119
2019
Q1 		$877K Buy
3,548
+1,452
+69% +$370K 0.1% 109
2018
Q4 		$522K Buy
2,096
+23
+1% +$6.08K 0.07% 144
2018
Q3 		$551K Buy
2,073
+41
+2% +$10.7K 0.07% 139
2018
Q2 		$498K Buy
2,032
+393
+24% +$94.4K 0.07% 140
2018
Q1 		$351K Sell
1,639
-74
-4% -$16.9K 0.06% 150
2017
Q4 		$378K Sell
1,713
-513
-23% -$109K 0.06% 129
2017
Q3 		$436K Sell
2,226
-71
-3% -$13.7K 0.08% 109
2017
Q2 		$426K Sell
2,297
-65
-3% -$11.4K 0.08% 108
2017
Q1 		$387K Buy
2,362
+42
+2% +$6.88K 0.08% 116
2016
Q4 		$371K Buy
2,320
+435
+23% +$65K 0.07% 114
2016
Q3 		$264K Hold
1,885
– – 0.06% 129
2016
Q2 		$266K Sell
1,885
-41
-2% -$5.47K 0.07% 120
2016
Q1 		$248K Sell
1,926
-34
-2% -$4.02K 0.07% 122
2015
Q4 		$231K Buy
1,960
+39
+2% +$4.56K 0.07% 120
2015
Q3 		$223K Buy
+1,921
New +$230K 0.07% 117

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

Mission Wealth Management's UNH Position: Q1 2026 in Review

Mission Wealth Management reduced its UnitedHealth (UNH) stake by 2.7% in Q1 2026, selling an estimated $120K and leaving 14,745 shares worth $3.99M. The position accounts for 0.08% of the portfolio, ranked #131.

Mission Wealth Management first reported a position in UNH in Q3 2015 and has held it in 43 quarters since. The position peaked at $12.4M in Q1 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mission Wealth Management held 14,745 shares of UnitedHealth worth $3.99M as of Q1 2026.
  • Mission Wealth Management sold 402 UnitedHealth shares in Q1 2026, an estimated $120K.
  • UnitedHealth made up 0.08% of Mission Wealth Management's portfolio in Q1 2026, its #131 holding.
  • Mission Wealth Management first reported a position in UnitedHealth in Q3 2015 and has held it in 43 quarters since.
  • Mission Wealth Management's UnitedHealth position peaked at $12.4M in Q1 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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