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	–	-$624K	–	739
2025 Q2	–	Hold	0	–	–	–	423
2025 Q1	–	Hold	0	–	–	–	653
2024 Q4	–	Hold	0	–	-$351K	–	722
2024 Q3	–	Hold	0	–	–	–	515
2024 Q2	–	Hold	0	–	–	–	564
2024 Q1	–	Hold	0	–	–	–	488
2023 Q4	–	Hold	0	–	–	–	361
2023 Q3	–	Hold	0	–	–	–	220
2023 Q2	–	Hold	0	–	–	–	293
2023 Q1	–	Hold	0	–	–	–	158
2022 Q4	–	Hold	0	–	–	–	82
2022 Q3	–	Hold	0	–	–	–	84
2022 Q2	–	Sell	-4,100	Closed	-$2.06M	–	96
2022 Q1	$2.09M	Sell	4,100 -2,600	-39%	-$1.25M	0.1%	109
2021 Q4	$3.37M	Sell	6,700 -1,700	-20%	-$770K	0.15%	77
2021 Q3	$3.28M	Buy	8,400 +7,900	+1,580%	+$3.27M	0.17%	71
2021 Q2	$200K	Buy	+500	New	+$199K	0.01%	472

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

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.