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
2025
Q3 		– Hold
0
– -$62.4K – 738
2025
Q2 		– Hold
0
– – – 675

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.