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Monograph Wealth Advisors’s UnitedHealth UNH Stock Holding History

Monograph 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 		$318K Buy
1,174
+75
+7% +$22.3K 0.03% 117
2025
Q4 		$363K Hold
1,099
– – 0.04% 104
2025
Q3 		$380K Buy
1,099
+111
+11% +$33.6K 0.04% 108
2025
Q2 		$308K Buy
988
+21
+2% +$8.03K 0.04% 103
2025
Q1 		$507K Sell
967
-210
-18% -$107K 0.07% 71
2024
Q4 		$596K Buy
1,177
+66
+6% +$37.5K 0.08% 62
2024
Q3 		$650K Hold
1,111
– – 0.08% 63
2024
Q2 		$566K Buy
+1,111
New +$545K 0.08% 62

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

Monograph Wealth Advisors's UNH Position: Q1 2026 in Review

Monograph Wealth Advisors increased its UnitedHealth (UNH) stake by 6.8% in Q1 2026, buying an estimated $22.3K and bringing the position to 1,174 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #117.

Monograph Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $650K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Monograph Wealth Advisors held 1,174 shares of UnitedHealth worth $318K as of Q1 2026.
  • Monograph Wealth Advisors bought 75 UnitedHealth shares in Q1 2026, an estimated $22.3K.
  • UnitedHealth made up 0.03% of Monograph Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • Monograph Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Monograph Wealth Advisors's UnitedHealth position peaked at $650K in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.