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One Wealth Advisors’s UnitedHealth UNH Stock Holding History

One 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
-1,255
Closed -$414K – 327
2025
Q4 		$414K Sell
1,255
-292
-19% -$99K 0.05% 196
2025
Q3 		$534K Buy
1,547
+222
+17% +$67.1K 0.07% 156
2025
Q2 		$413K Sell
1,325
-3,132
-70% -$1.2M 0.06% 180
2025
Q1 		$2.33M Buy
4,457
+751
+20% +$384K 0.35% 53
2024
Q4 		$1.87M Buy
3,706
+138
+4% +$78.4K 0.28% 59
2024
Q3 		$2.09M Sell
3,568
-19
-0.5% -$10.7K 0.32% 50
2024
Q2 		$2M Buy
3,587
+232
+7% +$114K 0.43% 36
2024
Q1 		$1.66M Buy
3,355
+1,185
+55% +$602K 0.29% 55
2023
Q4 		$1.14M Buy
2,170
+13
+0.6% +$6.93K 0.22% 63
2023
Q3 		$1.09M Sell
2,157
-7
-0.3% -$3.44K 0.24% 62
2023
Q2 		$1.04M Sell
2,164
-29
-1% -$14.2K 0.22% 63
2023
Q1 		$1.04M Buy
2,193
+390
+22% +$188K 0.24% 62
2022
Q4 		$956K Buy
1,803
+68
+4% +$36K 0.22% 66
2022
Q3 		$876K Sell
1,735
-104
-6% -$54.7K 0.29% 49
2022
Q2 		$945K Buy
1,839
+27
+1% +$13.6K 0.25% 58
2022
Q1 		$924K Buy
1,812
+564
+45% +$272K 0.23% 58
2021
Q4 		$627K Buy
1,248
+6
+0.5% +$2.72K 0.16% 71
2021
Q3 		$485K Buy
+1,242
New +$514K 0.14% 96
2019
Q2 		– Sell
-15
Closed -$4K – 458
2019
Q1 		$4K Sell
15
-230,201
-100% -$58.7M ﹤0.01% 408
2018
Q4 		$280K Buy
230,216
+230,200
+1,438,750% +$60.8M 0.28% 60
2018
Q3 		$4K Hold
16
– – ﹤0.01% 445
2018
Q2 		$4K Buy
+16
New +$3.84K ﹤0.01% 440
2018
Q1 		– Sell
-29
Closed -$6K – 579
2017
Q4 		$6K Buy
+29
New +$6.15K ﹤0.01% 392

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

One Wealth Advisors's UNH Position: Q1 2026 in Review

One Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,255 shares — an estimated $414K sold.

One Wealth Advisors first reported a position in UNH in Q4 2017 and held it in 23 quarters. The position peaked at $2.33M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • One Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • One Wealth Advisors sold 1,255 UnitedHealth shares in Q1 2026, an estimated $414K.
  • One Wealth Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 23 quarters.
  • One Wealth Advisors's UnitedHealth position peaked at $2.33M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.