Papamarkou Wellner Asset Management’s UnitedHealth UNH Stock Holding History

Papamarkou Wellner Asset Management’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	$271K	Hold	1,000	–	–	0.17%	64
2025 Q4	$330K	Hold	1,000	–	–	0.2%	63
2025 Q3	$345K	Hold	1,000	–	–	0.21%	59
2025 Q2	$312K	Hold	1,000	–	–	0.21%	59
2025 Q1	$524K	Sell	1,000 -3,655	-79%	-$1.87M	0.36%	49
2024 Q4	$2.35M	Buy	+4,655	New	+$2.64M	1.62%	15

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

Papamarkou Wellner Asset Management's UNH Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 1,000 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #64.

Papamarkou Wellner Asset Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Papamarkou Wellner Asset Management held 1,000 shares of UnitedHealth worth $271K as of Q1 2026.
Papamarkou Wellner Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.17% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #64 holding.
Papamarkou Wellner Asset Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Papamarkou Wellner Asset Management's UnitedHealth position peaked at $2.35M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.