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NWAM LLC’s UnitedHealth UNH Stock Holding History

NWAM LLC’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 		$1.07M Sell
3,958
-2,499
-39% -$744K 0.06% 281
2025
Q4 		$2.27M Sell
6,457
-82
-1% -$27.8K 0.13% 165
2025
Q3 		$2.38M Buy
6,539
+1,414
+28% +$428K 0.13% 167
2025
Q2 		$1.29M Buy
5,125
+759
+17% +$290K 0.07% 236
2025
Q1 		$2.29M Sell
4,366
-20
-0.5% -$10.2K 0.2% 115
2024
Q4 		$2.22M Buy
4,386
+188
+4% +$107K 0.14% 156
2024
Q3 		$2.45M Buy
4,198
+1,336
+47% +$756K 0.15% 143
2024
Q2 		$1.46M Sell
2,862
-471
-14% -$231K 0.43% 46
2024
Q1 		$1.67M Sell
3,333
-170
-5% -$86.4K 0.13% 150
2023
Q4 		$1.84M Buy
3,503
+155
+5% +$82.7K 0.15% 137
2023
Q3 		$1.69M Sell
3,348
-66
-2% -$32.5K 0.17% 120
2023
Q2 		$1.64M Buy
3,414
+59
+2% +$28.9K 0.13% 152
2023
Q1 		$1.59M Sell
3,355
-41
-1% -$19.8K 0.16% 132
2022
Q4 		$1.8M Sell
3,396
-81
-2% -$42.9K 0.16% 136
2022
Q3 		$1.76M Buy
3,477
+25
+0.7% +$13.1K 0.17% 125
2022
Q2 		$1.75M Buy
3,452
+78
+2% +$39.2K 0.16% 127
2022
Q1 		$1.72M Buy
3,374
+450
+15% +$217K 0.13% 157
2021
Q4 		$1.47M Buy
2,924
+504
+21% +$228K 0.12% 187
2021
Q3 		$945K Buy
2,420
+167
+7% +$69.2K 0.09% 226
2021
Q2 		$902K Sell
2,253
-160
-7% -$63.8K 0.08% 225
2021
Q1 		$898K Buy
2,413
+2
+0.1% +$693 0.09% 220
2020
Q4 		$845K Buy
+2,411
New +$808K 0.1% 196
2020
Q3 		– Sell
-2,617
Closed -$772K – 418
2020
Q2 		$772K Buy
2,617
+103
+4% +$29.5K 0.11% 178
2020
Q1 		$627 Sell
2,514
-1,839
-42% -$506K 0.02% 200
2019
Q4 		$1.28M Buy
4,353
+845
+24% +$221K 0.22% 98
2019
Q3 		$762K Buy
3,508
+203
+6% +$49K 0.14% 154
2019
Q2 		$806K Sell
3,305
-24
-0.7% -$5.77K 0.16% 135
2019
Q1 		$823K Sell
3,329
-120
-3% -$30.6K 0.18% 124
2018
Q4 		$859K Sell
3,449
-266
-7% -$70.3K 0.22% 107
2018
Q3 		$988K Buy
3,715
+1,131
+44% +$294K 0.22% 96
2018
Q2 		$634K Sell
2,584
-50
-2% -$12K 0.15% 149
2018
Q1 		$564K Sell
2,634
-74
-3% -$16.9K 0.14% 159
2017
Q4 		$597K Buy
2,708
+64
+2% +$13.6K 0.15% 151
2017
Q3 		$518K Buy
2,644
+193
+8% +$37.3K 0.13% 159
2017
Q2 		$454K Sell
2,451
-232
-9% -$40.7K 0.08% 167
2017
Q1 		$440K Buy
2,683
+32
+1% +$5.24K 0.13% 162
2016
Q4 		$424K Sell
2,651
-6
-0.2% -$896 0.14% 158
2016
Q3 		$372K Buy
2,657
+1,139
+75% +$160K 0.03% 171
2016
Q2 		$214K Buy
+1,518
New +$202K 0.08% 215
2015
Q4 		– Sell
-3,000
Closed -$389K – 264
2015
Q3 		$389K Hold
3,000
– – 0.32% 72
2015
Q2 		$407K Sell
3,000
-870
-22% -$103K 0.17% 131
2015
Q1 		$458K Buy
3,870
+469
+14% +$52.1K 0.2% 125
2014
Q4 		$344K Sell
3,401
-1,078
-24% -$102K 0.15% 149
2014
Q3 		$386K Sell
4,479
-463
-9% -$39.1K 0.14% 163
2014
Q2 		$404K Buy
4,942
+20
+0.4% +$1.57K 0.13% 167
2014
Q1 		$404K Buy
+4,922
New +$370K 0.14% 150

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

NWAM LLC's UNH Position: Q1 2026 in Review

NWAM LLC reduced its UnitedHealth (UNH) stake by 39% in Q1 2026, selling an estimated $744K and leaving 3,958 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #281.

NWAM LLC first reported a position in UNH in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.45M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • NWAM LLC held 3,958 shares of UnitedHealth worth $1.07M as of Q1 2026.
  • NWAM LLC sold 2,499 UnitedHealth shares in Q1 2026, an estimated $744K.
  • UnitedHealth made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #281 holding.
  • NWAM LLC first reported a position in UnitedHealth in Q1 2014 and has held it in 46 quarters since.
  • NWAM LLC's UnitedHealth position peaked at $2.45M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.