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Moneta Group Investment Advisors’s UnitedHealth UNH Stock Holding History

Moneta Group Investment 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 		$6.05M Buy
22,350
+1,030
+5% +$307K 0.05% 148
2025
Q4 		$7.04M Sell
21,320
-834
-4% -$283K 0.05% 133
2025
Q3 		$7.65M Buy
22,154
+886
+4% +$268K 0.06% 126
2025
Q2 		$6.64M Buy
21,268
+1,137
+6% +$435K 0.08% 120
2025
Q1 		$10.5M Sell
20,131
-2,328
-10% -$1.19M 0.15% 92
2024
Q4 		$11.4M Sell
22,459
-730
-3% -$415K 0.16% 81
2024
Q3 		$13.6M Sell
23,189
-1,054
-4% -$596K 0.2% 70
2024
Q2 		$12.3M Buy
24,243
+2,840
+13% +$1.39M 0.2% 69
2024
Q1 		$10.6M Buy
21,403
+1,487
+7% +$756K 0.17% 81
2023
Q4 		$10.5M Buy
19,916
+2,285
+13% +$1.22M 0.21% 71
2023
Q3 		$8.89M Buy
17,631
+685
+4% +$337K 0.2% 71
2023
Q2 		$8.14M Buy
16,946
+2,109
+14% +$1.03M 0.18% 75
2023
Q1 		$7.01M Buy
14,837
+1,397
+10% +$674K 0.17% 81
2022
Q4 		$6.71M Buy
13,440
+1,637
+14% +$867K 0.18% 81
2022
Q3 		$5.96M Sell
11,803
-359
-3% -$189K 0.23% 81
2022
Q2 		$6.25M Buy
12,162
+861
+8% +$432K 0.21% 83
2022
Q1 		$5.76M Buy
11,301
+635
+6% +$306K 0.23% 77
2021
Q4 		$5.36M Buy
10,666
+534
+5% +$242K 0.22% 77
2021
Q3 		$3.96M Buy
10,132
+340
+3% +$141K 0.18% 85
2021
Q2 		$3.92M Sell
9,792
-144
-1% -$57.4K 0.18% 92
2021
Q1 		$3.7M Buy
9,936
+1,581
+19% +$548K 0.2% 86
2020
Q4 		$2.93M Buy
8,355
+1,199
+17% +$402K 0.21% 82
2020
Q3 		$2.23M Sell
7,156
-483
-6% -$148K 0.19% 84
2020
Q2 		$2.25M Buy
7,639
+241
+3% +$69.1K 0.21% 77
2020
Q1 		$1.84M Buy
7,398
+632
+9% +$174K 0.19% 79
2019
Q4 		$1.99M Buy
6,766
+16
+0.2% +$4.19K 0.17% 90
2019
Q3 		$1.47M Buy
6,750
+136
+2% +$32.8K 0.14% 97
2019
Q2 		$1.61M Sell
6,614
-249
-4% -$59.9K 0.16% 88
2019
Q1 		$1.7M Sell
6,863
-106
-2% -$27K 0.18% 82
2018
Q4 		$1.74M Buy
6,969
+328
+5% +$86.6K 0.21% 76
2018
Q3 		$1.77M Buy
6,641
+164
+3% +$42.7K 0.18% 82
2018
Q2 		$1.59M Buy
6,477
+1,534
+31% +$368K 0.18% 75
2018
Q1 		$1.06M Buy
4,943
+409
+9% +$93.4K 0.14% 79
2017
Q4 		$1M Sell
4,534
-25
-0.5% -$5.3K 0.15% 72
2017
Q3 		$893K Sell
4,559
-621
-12% -$120K 0.14% 74
2017
Q2 		$960K Sell
5,180
-125
-2% -$21.9K 0.16% 83
2017
Q1 		$870K Sell
5,305
-121
-2% -$19.8K 0.17% 57
2016
Q4 		$868K Buy
5,426
+2,314
+74% +$346K 0.18% 55
2016
Q3 		$436K Hold
3,112
– – 0.1% 85
2016
Q2 		$439K Sell
3,112
-1,075
-26% -$143K 0.1% 115
2016
Q1 		$540K Hold
4,187
– – 0.12% 100
2015
Q4 		$493K Sell
4,187
-325
-7% -$38K 0.12% 79
2015
Q3 		$523K Buy
4,512
+1,075
+31% +$129K 0.15% 74
2015
Q2 		$419K Sell
3,437
-210
-6% -$24.8K 0.13% 86
2015
Q1 		$431K Buy
+3,647
New +$405K 0.18% 97

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

Moneta Group Investment Advisors's UNH Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its UnitedHealth (UNH) stake by 4.8% in Q1 2026, buying an estimated $307K and bringing the position to 22,350 shares worth $6.05M. The position accounts for 0.05% of the portfolio, ranked #148.

Moneta Group Investment Advisors first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $13.6M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Moneta Group Investment Advisors held 22,350 shares of UnitedHealth worth $6.05M as of Q1 2026.
  • Moneta Group Investment Advisors bought 1,030 UnitedHealth shares in Q1 2026, an estimated $307K.
  • UnitedHealth made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Moneta Group Investment Advisors first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
  • Moneta Group Investment Advisors's UnitedHealth position peaked at $13.6M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.