Portfolio Design Labs’s UnitedHealth UNH Stock Holding History

Portfolio Design Labs’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	$1.9M	Sell	7,037 -537	-7%	-$160K	0.34%	57
2025 Q4	$2.5M	Sell	7,574 -43	-0.6%	-$14.6K	0.41%	51
2025 Q3	$2.63M	Buy	7,617 +4,076	+115%	+$1.23M	0.45%	44
2025 Q2	$1.1M	Sell	3,541 -5,478	-61%	-$2.09M	0.22%	79
2025 Q1	$4.72M	Buy	9,019 +90	+1%	+$46K	0.97%	21
2024 Q4	$4.52M	Buy	8,929 +1,557	+21%	+$885K	0.93%	24
2024 Q3	$4.31M	Sell	7,372 -1,554	-17%	-$879K	1.2%	16
2024 Q2	$4.55M	Buy	8,926 +437	+5%	+$214K	1.4%	16
2024 Q1	$4.2M	Buy	8,489 +87	+1%	+$44.2K	1.41%	15
2023 Q4	$4.42M	Buy	+8,402	New	+$4.48M	1.68%	19

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

Portfolio Design Labs's UNH Position: Q1 2026 in Review

Portfolio Design Labs reduced its UnitedHealth (UNH) stake by 7.1% in Q1 2026, selling an estimated $160K and leaving 7,037 shares worth $1.9M. The position accounts for 0.34% of the portfolio, ranked #57.

Portfolio Design Labs first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.72M in Q1 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Portfolio Design Labs held 7,037 shares of UnitedHealth worth $1.9M as of Q1 2026.
Portfolio Design Labs sold 537 UnitedHealth shares in Q1 2026, an estimated $160K.
UnitedHealth made up 0.34% of Portfolio Design Labs's portfolio in Q1 2026, its #57 holding.
Portfolio Design Labs first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's UnitedHealth position peaked at $4.72M in Q1 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.