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MPWM Advisory Solutions’s UnitedHealth UNH Stock Holding History

MPWM Advisory Solutions’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 		$1.35K Sell
5
-289
-98% -$86.1K ﹤0.01% 522
2025
Q4 		$97.1K Buy
294
+163
+124% +$55.2K 0.05% 130
2025
Q3 		$45.2K Buy
131
+120
+1,091% +$36.3K 0.03% 176
2025
Q2 		$3.43K Sell
11
-1
-8% -$382 ﹤0.01% 394
2025
Q1 		$6.29K Hold
12
– – ﹤0.01% 339
2024
Q4 		$6.07K Buy
+12
New +$6.82K ﹤0.01% 357

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

MPWM Advisory Solutions's UNH Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its UnitedHealth (UNH) stake by 98% in Q1 2026, selling an estimated $86.1K and leaving 5 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

MPWM Advisory Solutions first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.1K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MPWM Advisory Solutions held 5 shares of UnitedHealth worth $1.35K as of Q1 2026.
  • MPWM Advisory Solutions sold 289 UnitedHealth shares in Q1 2026, an estimated $86.1K.
  • UnitedHealth made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #522 holding.
  • MPWM Advisory Solutions first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's UnitedHealth position peaked at $97.1K in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.