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OneFund LLC’s UnitedHealth UNH Stock Holding History

OneFund 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 		$682K Sell
2,490
-203
-8% -$60.5K 0.44% 38
2025
Q4 		$889K Buy
2,693
+220
+9% +$74.6K 0.53% 31
2025
Q3 		$854K Buy
2,473
+15
+0.6% +$4.54K 0.55% 27
2025
Q2 		$767K Sell
2,458
-27
-1% -$10.3K 0.55% 25
2025
Q1 		$1.3M Buy
2,485
+3
+0.1% +$1.53K 1.33% 15
2024
Q4 		$1.26M Buy
2,482
+57
+2% +$32.4K 1.2% 15
2024
Q3 		$1.42M Buy
2,425
+5
+0.2% +$2.83K 1.44% 13
2024
Q2 		$1.23M Buy
2,420
+22
+0.9% +$10.8K 1.34% 14
2024
Q1 		$1.17M Sell
2,398
-47
-2% -$23.9K 1.4% 14
2023
Q4 		$1.29M Buy
+2,445
New +$1.3M 1.67% 12

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

OneFund LLC's UNH Position: Q1 2026 in Review

OneFund LLC reduced its UnitedHealth (UNH) stake by 7.5% in Q1 2026, selling an estimated $60.5K and leaving 2,490 shares worth $682K. The position accounts for 0.44% of the portfolio, ranked #38.

OneFund LLC first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • OneFund LLC held 2,490 shares of UnitedHealth worth $682K as of Q1 2026.
  • OneFund LLC sold 203 UnitedHealth shares in Q1 2026, an estimated $60.5K.
  • UnitedHealth made up 0.44% of OneFund LLC's portfolio in Q1 2026, its #38 holding.
  • OneFund LLC first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • OneFund LLC's UnitedHealth position peaked at $1.42M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on OneFund LLC's 13F filing for Q1 2026, filed 8 May 2026.