Moran Wealth Management’s UnitedHealth UNH Stock Holding History

Moran 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	$285K	Sell	1,055 -47	-4%	-$14K	0.01%	423
2025 Q4	$364K	Buy	+1,102	New	+$373K	0.01%	428
2025 Q1	–	Sell	-28,229	Closed	-$14.3M	–	487
2024 Q4	$14.3M	Sell	28,229 -488	-2%	-$277K	0.46%	78
2024 Q3	$16.8M	Sell	28,717 -454	-2%	-$257K	0.52%	67
2024 Q2	$14.9M	Buy	29,171 +102	+0.4%	+$50K	0.49%	71
2024 Q1	$14.4M	Buy	29,069 +2,338	+9%	+$1.19M	0.47%	74
2023 Q4	$14.1M	Sell	26,731 -976	-4%	-$521K	0.5%	62
2023 Q3	$14M	Sell	27,707 -21,781	-44%	-$10.7M	0.54%	67
2023 Q2	$23.8M	Sell	49,488 -2,149	-4%	-$1.05M	0.89%	21
2023 Q1	$24.4M	Buy	51,637 +2,689	+5%	+$1.3M	0.92%	20
2022 Q4	$26M	Buy	+48,948	New	+$25.9M	0.99%	19

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

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

Moran Wealth Management reduced its UnitedHealth (UNH) stake by 4.3% in Q1 2026, selling an estimated $14K and leaving 1,055 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #423.

Moran Wealth Management first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $26M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Moran Wealth Management held 1,055 shares of UnitedHealth worth $285K as of Q1 2026.
Moran Wealth Management sold 47 UnitedHealth shares in Q1 2026, an estimated $14K.
UnitedHealth made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #423 holding.
Moran Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Moran Wealth Management's UnitedHealth position peaked at $26M in Q4 2022.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.