Modern Wealth Management’s UnitedHealth UNH Stock Holding History

Modern 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	$1.36M	Sell	4,976 -257	-5%	-$76.5K	0.02%	360
2025 Q4	$1.73M	Buy	5,233 +304	+6%	+$103K	0.03%	321
2025 Q3	$1.7M	Sell	4,929 -2,613	-35%	-$790K	0.03%	304
2025 Q2	$2.35M	Buy	7,542 +546	+8%	+$209K	0.06%	249
2025 Q1	$3.66M	Buy	6,996 +226	+3%	+$116K	0.12%	150
2024 Q4	$3.42M	Buy	6,770 +319	+5%	+$181K	0.13%	139
2024 Q3	$3.77M	Buy	6,451 +382	+6%	+$216K	0.23%	72
2024 Q2	$3.09M	Buy	6,069 +755	+14%	+$370K	0.23%	63
2024 Q1	$2.63M	Buy	5,314 +4,176	+367%	+$2.12M	0.24%	57
2023 Q4	$599K	Buy	+1,138	New	+$607K	0.08%	82

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

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

Modern Wealth Management reduced its UnitedHealth (UNH) stake by 4.9% in Q1 2026, selling an estimated $76.5K and leaving 4,976 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #360.

Modern Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.77M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Modern Wealth Management held 4,976 shares of UnitedHealth worth $1.36M as of Q1 2026.
Modern Wealth Management sold 257 UnitedHealth shares in Q1 2026, an estimated $76.5K.
UnitedHealth made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #360 holding.
Modern Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's UnitedHealth position peaked at $3.77M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.