Mowery & Schoenfeld Wealth Management’s UnitedHealth UNH Stock Holding History

Mowery & Schoenfeld 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	$3.79K	Sell	14 -291	-95%	-$86.7K	0.01%	298
2025 Q4	$101K	Buy	305 +10	+3%	+$3.39K	0.15%	92
2025 Q3	$102K	Sell	295 -70	-19%	-$21.2K	0.17%	82
2025 Q2	$114K	Sell	365 -30	-8%	-$11.5K	0.17%	69
2025 Q1	$207K	Buy	395 +30	+8%	+$15.3K	0.41%	45
2024 Q4	$185K	Buy	365 +73	+25%	+$41.5K	0.36%	46
2024 Q3	$171K	Hold	292	–	–	0.27%	42
2024 Q2	$149K	Buy	292 +116	+66%	+$56.9K	0.21%	48
2024 Q1	$87.1K	Buy	176 +159	+935%	+$80.8K	0.17%	57
2023 Q4	$8.95K	Buy	+17	New	+$9.07K	0.02%	114

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

Mowery & Schoenfeld Wealth Management's UNH Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its UnitedHealth (UNH) stake by 95% in Q1 2026, selling an estimated $86.7K and leaving 14 shares worth $3.79K. The position accounts for 0.01% of the portfolio, ranked #298.

Mowery & Schoenfeld Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $207K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 14 shares of UnitedHealth worth $3.79K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 291 UnitedHealth shares in Q1 2026, an estimated $86.7K.
UnitedHealth made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #298 holding.
Mowery & Schoenfeld Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's UnitedHealth position peaked at $207K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.