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Peloton Wealth Strategists’s UnitedHealth UNH Stock Holding History

Peloton Wealth Strategists’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
-4,125
Closed -$1.36M – 98
2025
Q4 		$1.36M Sell
4,125
-6,610
-62% -$2.24M 0.53% 61
2025
Q3 		$3.71M Sell
10,735
-845
-7% -$256K 1.46% 23
2025
Q2 		$3.61M Buy
11,580
+1,260
+12% +$482K 1.45% 25
2025
Q1 		$5.41M Buy
10,320
+147
+1% +$75.1K 2.26% 15
2024
Q4 		$5.15M Sell
10,173
-115
-1% -$65.3K 2.08% 15
2024
Q3 		$6.01M Buy
10,288
+5
+0% +$2.83K 2.39% 13
2024
Q2 		$5.24M Sell
10,283
-210
-2% -$103K 2.15% 17
2024
Q1 		$5.19M Buy
10,493
+1,203
+13% +$612K 2.11% 17
2023
Q4 		$4.89M Buy
9,290
+150
+2% +$80K 2.12% 15
2023
Q3 		$4.61M Buy
9,140
+165
+2% +$81.2K 2.12% 15
2023
Q2 		$4.31M Buy
8,975
+110
+1% +$53.8K 1.91% 18
2023
Q1 		$4.19M Sell
8,865
-100
-1% -$48.3K 1.91% 18
2022
Q4 		$4.75M Sell
8,965
-96
-1% -$50.9K 2.29% 15
2022
Q3 		$4.58M Sell
9,061
-55
-0.6% -$28.9K 2.38% 13
2022
Q2 		$4.68M Sell
9,116
-375
-4% -$188K 2.28% 13
2022
Q1 		$4.89M Sell
9,491
-100
-1% -$48.2K 2.04% 16
2021
Q4 		$4.82M Buy
9,591
+345
+4% +$156K 1.93% 19
2021
Q3 		$3.61M Buy
9,246
+2,980
+48% +$1.23M 1.48% 29
2021
Q2 		$2.51M Buy
6,266
+1,516
+32% +$604K 1.04% 44
2021
Q1 		$1.77M Buy
+4,750
New +$1.65M 0.83% 44

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

Peloton Wealth Strategists's UNH Position: Q1 2026 in Review

Peloton Wealth Strategists sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 4,125 shares — an estimated $1.36M sold.

Peloton Wealth Strategists first reported a position in UNH in Q1 2021 and held it in 20 quarters. The position peaked at $6.01M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Peloton Wealth Strategists reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Peloton Wealth Strategists sold 4,125 UnitedHealth shares in Q1 2026, an estimated $1.36M.
  • Peloton Wealth Strategists first reported a position in UnitedHealth in Q1 2021 and held it in 20 quarters.
  • Peloton Wealth Strategists's UnitedHealth position peaked at $6.01M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.