Needham Investment Management’s UnitedHealth UNH Stock Holding History

Needham Investment 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	$1.08M	Buy	+4,000	New	+$1.19M	0.06%	136

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

Needham Investment Management's UNH Position: Q1 2026 in Review

Needham Investment Management opened a new position in UnitedHealth (UNH) in Q1 2026: 4,000 shares worth $1.08M. The stake represents 0.06% of the portfolio and ranks #136 among its holdings.

3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Needham Investment Management held 4,000 shares of UnitedHealth worth $1.08M as of Q1 2026.
UnitedHealth was a new Needham Investment Management position in Q1 2026.
UnitedHealth made up 0.06% of Needham Investment Management's portfolio in Q1 2026, its #136 holding.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.