Pettyjohn Wood & White’s UnitedHealth UNH Stock Holding History

Pettyjohn Wood & White’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	-798	Closed	-$263K	–	219
2025 Q4	$263K	Buy	+798	New	+$270K	0.04%	183
2025 Q2	–	Sell	-486	Closed	-$255K	–	199
2025 Q1	$255K	Sell	486 -451	-48%	-$231K	0.05%	165
2024 Q4	$474K	Sell	937 -14	-1%	-$7.96K	0.09%	132
2024 Q3	$556K	Hold	951	–	–	0.1%	120
2024 Q2	$484K	Buy	951 +21	+2%	+$10.3K	0.09%	121
2024 Q1	$460K	Sell	930 -10	-1%	-$5.08K	0.09%	127
2023 Q4	$495K	Sell	940 -10	-1%	-$5.33K	0.11%	110
2023 Q3	$479K	Buy	950 +234	+33%	+$115K	0.11%	107
2023 Q2	$344K	Buy	716 +150	+27%	+$73.3K	0.08%	141
2023 Q1	$267K	Buy	566 +91	+19%	+$43.9K	0.07%	152
2022 Q4	$252K	Buy	475 +30	+7%	+$15.9K	0.06%	152
2022 Q3	$225K	Buy	+445	New	+$234K	0.06%	154

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

Pettyjohn Wood & White's UNH Position: Q1 2026 in Review

Pettyjohn Wood & White sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 798 shares — an estimated $263K sold.

Pettyjohn Wood & White first reported a position in UNH in Q3 2022 and held it in 12 quarters. The position peaked at $556K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pettyjohn Wood & White reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Pettyjohn Wood & White sold 798 UnitedHealth shares in Q1 2026, an estimated $263K.
Pettyjohn Wood & White first reported a position in UnitedHealth in Q3 2022 and held it in 12 quarters.
Pettyjohn Wood & White's UnitedHealth position peaked at $556K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.