NW
UNH icon

NewEdge Wealth’s UnitedHealth UNH Stock Holding History

NewEdge Wealth’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 		$9.96M Buy
36,796
+1,530
+4% +$456K 0.12% 128
2025
Q4 		$11.6M Sell
35,266
-271
-0.8% -$91.8K 0.13% 125
2025
Q3 		$11.6M Sell
35,537
-23,130
-39% -$7M 0.17% 111
2025
Q2 		$14.4M Buy
58,667
+12,382
+27% +$4.73M 0.22% 95
2025
Q1 		$24.2M Sell
46,285
-201
-0.4% -$103K 0.44% 61
2024
Q4 		$23.5M Sell
46,486
-651
-1% -$370K 0.41% 66
2024
Q3 		$27.6M Buy
47,137
+9,638
+26% +$5.45M 0.5% 54
2024
Q2 		$19.1M Sell
37,499
-5,159
-12% -$2.53M 0.41% 65
2024
Q1 		$21M Sell
42,658
-196
-0.5% -$99.6K 0.47% 56
2023
Q4 		$22.6M Buy
42,854
+2,104
+5% +$1.12M 0.58% 41
2023
Q3 		$20.5M Sell
40,750
-139
-0.3% -$68.4K 0.65% 39
2023
Q2 		$19.7M Sell
40,889
-1,292
-3% -$632K 0.66% 37
2023
Q1 		$19.9M Sell
42,181
-15,035
-26% -$7.26M 0.76% 29
2022
Q4 		$30.3M Buy
57,216
+2,215
+4% +$1.17M 1.31% 13
2022
Q3 		$27.8M Sell
55,001
-3,206
-6% -$1.69M 1.31% 14
2022
Q2 		$29.9M Buy
58,207
+8,387
+17% +$4.21M 1.36% 14
2022
Q1 		$25.4M Buy
49,820
+4,381
+10% +$2.11M 1.13% 18
2021
Q4 		$22.8M Buy
45,439
+1,789
+4% +$810K 0.96% 22
2021
Q3 		$17.1M Buy
43,650
+2,965
+7% +$1.23M 1.02% 23
2021
Q2 		$16.3M Buy
40,685
+2,455
+6% +$979K 1.24% 18
2021
Q1 		$14.2M Buy
38,230
+27,076
+243% +$9.38M 1.41% 15
2020
Q4 		$3.91M Buy
+11,154
New +$3.74M 1.2% 23

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

NewEdge Wealth's UNH Position: Q1 2026 in Review

NewEdge Wealth increased its UnitedHealth (UNH) stake by 4.3% in Q1 2026, buying an estimated $456K and bringing the position to 36,796 shares worth $9.96M. The position accounts for 0.12% of the portfolio, ranked #128.

NewEdge Wealth first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $30.3M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NewEdge Wealth held 36,796 shares of UnitedHealth worth $9.96M as of Q1 2026.
  • NewEdge Wealth bought 1,530 UnitedHealth shares in Q1 2026, an estimated $456K.
  • UnitedHealth made up 0.12% of NewEdge Wealth's portfolio in Q1 2026, its #128 holding.
  • NewEdge Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's UnitedHealth position peaked at $30.3M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.