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Montag & Associates’s UnitedHealth UNH Stock Holding History

Montag & Associates’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 		$2.38M Sell
8,792
-255
-3% -$75.9K 0.11% 158
2025
Q4 		$2.99M Sell
9,047
-1,209
-12% -$410K 0.14% 137
2025
Q3 		$3.54M Sell
10,256
-632
-6% -$191K 0.16% 122
2025
Q2 		$3.4M Buy
10,888
+658
+6% +$251K 0.17% 123
2025
Q1 		$5.36M Sell
10,230
-1,166
-10% -$596K 0.27% 81
2024
Q4 		$5.76M Sell
11,396
-3
-0% -$1.71K 0.27% 80
2024
Q3 		$6.66M Buy
11,399
+267
+2% +$151K 0.31% 77
2024
Q2 		$5.67M Sell
11,132
-149
-1% -$73K 0.29% 77
2024
Q1 		$5.58M Buy
11,281
+196
+2% +$99.6K 0.28% 85
2023
Q4 		$5.84M Buy
11,085
+2
+0% +$1.07K 0.33% 76
2023
Q3 		$5.59M Sell
11,083
-46
-0.4% -$22.6K 0.35% 70
2023
Q2 		$5.35M Sell
11,129
-2,088
-16% -$1.02M 0.33% 74
2023
Q1 		$6.25M Sell
13,217
-1,402
-10% -$677K 0.41% 59
2022
Q4 		$7.75M Buy
14,619
+966
+7% +$512K 0.52% 53
2022
Q3 		$6.89M Sell
13,653
-225
-2% -$118K 0.48% 57
2022
Q2 		$7.13M Buy
13,878
+152
+1% +$76.3K 0.46% 54
2022
Q1 		$7M Sell
13,726
-98
-0.7% -$47.3K 0.37% 75
2021
Q4 		$6.94M Buy
13,824
+1,270
+10% +$575K 0.34% 84
2021
Q3 		$4.91M Sell
12,554
-98
-0.8% -$40.6K 0.26% 103
2021
Q2 		$5.07M Sell
12,652
-293
-2% -$117K 0.27% 99
2021
Q1 		$4.82M Buy
12,945
+227
+2% +$78.7K 0.27% 106
2020
Q4 		$4.46M Buy
12,718
+585
+5% +$196K 0.27% 96
2020
Q3 		$3.78M Sell
12,133
-163
-1% -$50.1K 0.31% 87
2020
Q2 		$3.63M Buy
12,296
+11
+0.1% +$3.15K 0.32% 84
2020
Q1 		$3.06M Sell
12,285
-250
-2% -$68.8K 0.31% 88
2019
Q4 		$3.69M Buy
12,535
+275
+2% +$71.9K 0.29% 91
2019
Q3 		$2.66M Sell
12,260
-4,821
-28% -$1.16M 0.23% 105
2019
Q2 		$4.17M Sell
17,081
-5,570
-25% -$1.34M 0.37% 67
2019
Q1 		$5.6M Sell
22,651
-259
-1% -$66.1K 0.52% 52
2018
Q4 		$5.71M Sell
22,910
-2,782
-11% -$735K 0.61% 42
2018
Q3 		$6.83M Buy
25,692
+4,143
+19% +$1.08M 0.6% 41
2018
Q2 		$5.29M Buy
21,549
+525
+2% +$126K 0.54% 45
2018
Q1 		$4.5M Sell
21,024
-596
-3% -$136K 0.46% 57
2017
Q4 		$4.77M Sell
21,620
-320
-1% -$67.8K 0.46% 65
2017
Q3 		$4.3M Sell
21,940
-840
-4% -$162K 0.46% 64
2017
Q2 		$4.22M Sell
22,780
-3,705
-14% -$650K 0.47% 56
2017
Q1 		$4.34M Sell
26,485
-125
-0.5% -$20.5K 0.49% 59
2016
Q4 		$4.26M Sell
26,610
-2,440
-8% -$364K 0.5% 60
2016
Q3 		$4.07M Sell
29,050
-705
-2% -$98.7K 0.52% 64
2016
Q2 		$4.2M Buy
29,755
+675
+2% +$90K 0.55% 59
2016
Q1 		$3.75M Buy
29,080
+7,510
+35% +$888K 0.53% 57
2015
Q4 		$2.54M Buy
21,570
+7,435
+53% +$869K 0.37% 82
2015
Q3 		$1.64M Buy
14,135
+5,355
+61% +$641K 0.26% 112
2015
Q2 		$1.07M Buy
8,780
+500
+6% +$59.1K 0.16% 141
2015
Q1 		$979K Buy
8,280
+3,200
+63% +$355K 0.14% 150
2014
Q4 		$514K Hold
5,080
– – 0.08% 173
2014
Q3 		$438K Sell
5,080
-24,200
-83% -$2.05M 0.07% 180
2014
Q2 		$2.39M Sell
29,280
-5,325
-15% -$419K 0.39% 88
2014
Q1 		$2.84M Buy
34,605
+732
+2% +$55.1K 0.48% 74
2013
Q4 		$2.55M Sell
33,873
-27,000
-44% -$1.94M 0.44% 77
2013
Q3 		$4.36M Sell
60,873
-2,000
-3% -$143K 0.81% 37
2013
Q2 		$4.12M Buy
+62,873
New +$3.91M 0.84% 38

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

Montag & Associates's UNH Position: Q1 2026 in Review

Montag & Associates reduced its UnitedHealth (UNH) stake by 2.8% in Q1 2026, selling an estimated $75.9K and leaving 8,792 shares worth $2.38M. The position accounts for 0.11% of the portfolio, ranked #158.

Montag & Associates first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.75M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Montag & Associates held 8,792 shares of UnitedHealth worth $2.38M as of Q1 2026.
  • Montag & Associates sold 255 UnitedHealth shares in Q1 2026, an estimated $75.9K.
  • UnitedHealth made up 0.11% of Montag & Associates's portfolio in Q1 2026, its #158 holding.
  • Montag & Associates first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's UnitedHealth position peaked at $7.75M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.