New Wave Wealth Advisors’s UnitedHealth UNH Stock Holding History

New Wave 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	–	Sell	-570	Closed	-$188K	–	223
2025 Q4	$188K	Buy	+570	New	+$193K	0.07%	177
2025 Q3	–	Sell	-733	Closed	-$229K	–	188
2025 Q2	$229K	Buy	+733	New	+$280K	0.1%	122
2025 Q1	–	Sell	-992	Closed	-$502K	–	641
2024 Q4	$502K	Sell	992 -75	-7%	-$42.6K	0.21%	67
2024 Q3	$624K	Buy	+1,067	New	+$604K	0.29%	56

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

New Wave Wealth Advisors's UNH Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 570 shares — an estimated $188K sold.

New Wave Wealth Advisors first reported a position in UNH in Q3 2024 and held it in 4 quarters. The position peaked at $624K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

New Wave Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 570 UnitedHealth shares in Q1 2026, an estimated $188K.
New Wave Wealth Advisors first reported a position in UnitedHealth in Q3 2024 and held it in 4 quarters.
New Wave Wealth Advisors's UnitedHealth position peaked at $624K in Q3 2024.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.