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Opal Wealth Advisors’s UnitedHealth UNH Stock Holding History

Opal 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 		$1.02M Buy
3,772
+104
+3% +$31K 0.23% 41
2025
Q4 		$1.21M Sell
3,668
-184
-5% -$62.4K 0.32% 36
2025
Q3 		$1.33M Sell
3,852
-2,828
-42% -$855K 0.37% 32
2025
Q2 		$2.08M Buy
6,680
+2,337
+54% +$893K 0.58% 22
2025
Q1 		$2.27M Buy
4,343
+221
+5% +$113K 0.7% 18
2024
Q4 		$2.09M Sell
4,122
-413
-9% -$235K 0.63% 27
2024
Q3 		$2.65M Buy
4,535
+710
+19% +$402K 0.83% 21
2024
Q2 		$1.95M Sell
3,825
-77
-2% -$37.7K 0.63% 25
2024
Q1 		$1.93M Sell
3,902
-179
-4% -$91K 0.65% 28
2023
Q4 		$2.15M Sell
4,081
-2
-0% -$1.07K 0.85% 21
2023
Q3 		$2.06M Buy
4,083
+82
+2% +$40.4K 1.2% 11
2023
Q2 		$1.92M Buy
4,001
+1,487
+59% +$727K 0.96% 14
2023
Q1 		$1.19M Buy
2,514
+17
+0.7% +$8.2K 0.69% 15
2022
Q4 		$1.32M Buy
2,497
+75
+3% +$39.7K 0.73% 18
2022
Q3 		$1.22M Sell
2,422
-7
-0.3% -$3.68K 0.89% 15
2022
Q2 		$1.25M Sell
2,429
-82
-3% -$41.2K 0.83% 17
2022
Q1 		$1.28M Sell
2,511
-242
-9% -$117K 1.12% 16
2021
Q4 		$1.38M Buy
2,753
+351
+15% +$159K 0.87% 24
2021
Q3 		$939K Sell
2,402
-124
-5% -$51.4K 0.9% 20
2021
Q2 		$1.01M Sell
2,526
-82
-3% -$32.7K 0.94% 18
2021
Q1 		$970K Sell
2,608
-18
-0.7% -$6.24K 1.05% 12
2020
Q4 		$921K Buy
+2,626
New +$880K 1.15% 11

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

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

Opal Wealth Advisors increased its UnitedHealth (UNH) stake by 2.8% in Q1 2026, buying an estimated $31K and bringing the position to 3,772 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #41.

Opal Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Opal Wealth Advisors held 3,772 shares of UnitedHealth worth $1.02M as of Q1 2026.
  • Opal Wealth Advisors bought 104 UnitedHealth shares in Q1 2026, an estimated $31K.
  • UnitedHealth made up 0.23% of Opal Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Opal Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Opal Wealth Advisors's UnitedHealth position peaked at $2.65M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.