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Notis-McConarty Edward’s UnitedHealth UNH Stock Holding History

Notis-McConarty Edward’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 		$853K Sell
3,153
-5,649
-64% -$1.68M 0.42% 43
2025
Q4 		$2.91M Sell
8,802
-311
-3% -$105K 1.35% 28
2025
Q3 		$3.15M Buy
9,113
+276
+3% +$83.5K 1.46% 24
2025
Q2 		$2.76M Buy
8,837
+941
+12% +$360K 1.34% 28
2025
Q1 		$4.14M Buy
7,896
+73
+0.9% +$37.3K 2.13% 18
2024
Q4 		$3.96M Sell
7,823
-239
-3% -$136K 1.92% 19
2024
Q3 		$4.71M Sell
8,062
-674
-8% -$381K 2.13% 20
2024
Q2 		$4.45M Buy
8,736
+119
+1% +$58.3K 1.75% 23
2024
Q1 		$4.26M Buy
8,617
+600
+7% +$305K 1.68% 24
2023
Q4 		$4.22M Buy
8,017
+907
+13% +$484K 1.68% 23
2023
Q3 		$3.58M Buy
7,110
+624
+10% +$307K 1.46% 26
2023
Q2 		$3.12M Sell
6,486
-102
-2% -$49.9K 1.19% 29
2023
Q1 		$3.11M Buy
6,588
+93
+1% +$44.9K 1.24% 29
2022
Q4 		$3.44M Buy
6,495
+136
+2% +$72K 1.43% 24
2022
Q3 		$3.21M Buy
6,359
+27
+0.4% +$14.2K 1.44% 24
2022
Q2 		$3.25M Buy
6,332
+98
+2% +$49.2K 1.36% 25
2022
Q1 		$3.18M Buy
6,234
+208
+3% +$100K 1.13% 29
2021
Q4 		$3.02M Buy
6,026
+5
+0.1% +$2.26K 1.01% 36
2021
Q3 		$2.35M Buy
6,021
+335
+6% +$139K 0.86% 41
2021
Q2 		$2.28M Buy
5,686
+204
+4% +$81.3K 0.84% 40
2021
Q1 		$2.04M Buy
5,482
+618
+13% +$214K 0.79% 42
2020
Q4 		$1.71M Buy
4,864
+194
+4% +$65K 0.69% 46
2020
Q3 		$1.46M Buy
4,670
+576
+14% +$177K 0.64% 47
2020
Q2 		$1.21M Buy
4,094
+2,131
+109% +$611K 0.56% 51
2020
Q1 		$489K Buy
+1,963
New +$540K 0.27% 69

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

Notis-McConarty Edward's UNH Position: Q1 2026 in Review

Notis-McConarty Edward reduced its UnitedHealth (UNH) stake by 64% in Q1 2026, selling an estimated $1.68M and leaving 3,153 shares worth $853K. The position accounts for 0.42% of the portfolio, ranked #43.

Notis-McConarty Edward first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.71M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Notis-McConarty Edward held 3,153 shares of UnitedHealth worth $853K as of Q1 2026.
  • Notis-McConarty Edward sold 5,649 UnitedHealth shares in Q1 2026, an estimated $1.68M.
  • UnitedHealth made up 0.42% of Notis-McConarty Edward's portfolio in Q1 2026, its #43 holding.
  • Notis-McConarty Edward first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Notis-McConarty Edward's UnitedHealth position peaked at $4.71M in Q3 2024.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Notis-McConarty Edward's 13F filing for Q1 2026, filed 8 May 2026.