MN Wealth Advisors’s UnitedHealth UNH Stock Holding History

MN Wealth Advisors’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	$314K	Sell	1,161 -4	-0.3%	-$1.19K	0.15%	96
2025 Q4	$385K	Buy	1,165 +70	+6%	+$23.7K	0.19%	78
2025 Q3	$378K	Buy	1,095 +166	+18%	+$50.2K	0.2%	82
2025 Q2	$290K	Buy	+929	New	+$355K	0.17%	92
2024 Q4	–	Sell	-460	Closed	-$269K	–	106
2024 Q3	$269K	Sell	460 -84	-15%	-$47.5K	0.15%	82
2024 Q2	$277K	Buy	544 +21	+4%	+$10.3K	0.16%	86
2024 Q1	$259K	Sell	523 -63	-11%	-$32K	0.16%	79
2023 Q4	$309K	Buy	+586	New	+$313K	0.21%	70

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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