Moss Adams Wealth Advisors’s UnitedHealth UNH Stock Holding History

Moss Adams 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	$1.1M	Sell	4,065 -639	-14%	-$190K	0.08%	78
2025 Q4	$1.55M	Buy	4,704 +148	+3%	+$50.2K	0.11%	55
2025 Q3	$1.57M	Buy	4,556 +1,515	+50%	+$458K	0.12%	55
2025 Q2	$949K	Sell	3,041 -1,444	-32%	-$552K	0.09%	83
2025 Q1	$2.35M	Buy	4,485 +363	+9%	+$186K	0.25%	35
2024 Q4	$2.09M	Sell	4,122 -198	-5%	-$113K	0.22%	36
2024 Q3	$2.53M	Buy	4,320 +394	+10%	+$223K	0.28%	30
2024 Q2	$2M	Buy	3,926 +396	+11%	+$194K	0.28%	32
2024 Q1	$1.75M	Buy	3,530 +248	+8%	+$126K	0.28%	34
2023 Q4	$1.73M	Buy	3,282 +185	+6%	+$98.7K	0.36%	27
2023 Q3	$1.56M	Buy	3,097 +135	+5%	+$66.4K	0.53%	20
2023 Q2	$1.42M	Buy	2,962 +80	+3%	+$39.1K	0.46%	26
2023 Q1	$1.36M	Sell	2,882 -235	-8%	-$113K	0.46%	21
2022 Q4	$1.65M	Buy	+3,117	New	+$1.65M	0.83%	21

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

Moss Adams Wealth Advisors's UNH Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $190K and leaving 4,065 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #78.

Moss Adams Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.53M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Moss Adams Wealth Advisors held 4,065 shares of UnitedHealth worth $1.1M as of Q1 2026.
Moss Adams Wealth Advisors sold 639 UnitedHealth shares in Q1 2026, an estimated $190K.
UnitedHealth made up 0.08% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #78 holding.
Moss Adams Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's UnitedHealth position peaked at $2.53M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.