Operose Advisors’s UnitedHealth UNH Stock Holding History

Operose 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	$215K	Buy	795 +303	+62%	+$90.2K	0.05%	146
2025 Q4	$162K	Sell	492 -415	-46%	-$141K	0.04%	170
2025 Q3	$313K	Sell	907 -1,440	-61%	-$436K	0.08%	109
2025 Q2	$732K	Buy	2,347 +798	+52%	+$305K	0.21%	60
2025 Q1	$811K	Sell	1,549 -24	-2%	-$12.3K	0.27%	56
2024 Q4	$796K	Buy	1,573 +447	+40%	+$254K	0.27%	54
2024 Q3	$658K	Buy	1,126 +75	+7%	+$42.4K	0.21%	69
2024 Q2	$535K	Sell	1,051 -15	-1%	-$7.35K	0.19%	75
2024 Q1	$527K	Buy	1,066 +765	+254%	+$389K	0.18%	80
2023 Q4	$158K	Sell	301 -320	-52%	-$171K	0.06%	127
2023 Q3	$313K	Buy	621 +497	+401%	+$245K	0.12%	84
2023 Q2	$59.6K	Hold	124	–	–	0.03%	154
2023 Q1	$58.6K	Hold	124	–	–	0.03%	147
2022 Q4	$65.7K	Hold	124	–	–	0.04%	138
2022 Q3	$63K	Hold	124	–	–	0.04%	135
2022 Q2	$64K	Hold	124	–	–	0.05%	125
2022 Q1	$63K	Buy	124 +60	+94%	+$28.9K	0.04%	135
2021 Q4	$32K	Buy	+64	New	+$29K	0.03%	164

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Operose Advisors's UNH Position: Q1 2026 in Review

Operose Advisors increased its UnitedHealth (UNH) stake by 62% in Q1 2026, buying an estimated $90.2K and bringing the position to 795 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #146.

Operose Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $811K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Operose Advisors held 795 shares of UnitedHealth worth $215K as of Q1 2026.
Operose Advisors bought 303 UnitedHealth shares in Q1 2026, an estimated $90.2K.
UnitedHealth made up 0.05% of Operose Advisors's portfolio in Q1 2026, its #146 holding.
Operose Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Operose Advisors's UnitedHealth position peaked at $811K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.