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Principle Wealth Partners’s UnitedHealth UNH Stock Holding History

Principle Wealth Partners’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 		$7.27M Buy
26,862
+9,186
+52% +$2.74M 0.42% 52
2025
Q4 		$5.84M Buy
17,676
+1,223
+7% +$414K 0.33% 57
2025
Q3 		$5.68M Buy
16,453
+2,709
+20% +$819K 0.33% 57
2025
Q2 		$4.29M Buy
13,744
+6,130
+81% +$2.34M 0.27% 77
2025
Q1 		$3.99M Buy
7,614
+92
+1% +$47K 0.29% 81
2024
Q4 		$3.81M Sell
7,522
-40
-0.5% -$22.7K 0.27% 85
2024
Q3 		$4.42M Sell
7,562
-38
-0.5% -$21.5K 0.31% 74
2024
Q2 		$3.87M Buy
7,600
+50
+0.7% +$24.5K 0.29% 82
2024
Q1 		$3.74M Buy
7,550
+20
+0.3% +$10.2K 0.29% 82
2023
Q4 		$3.96M Buy
7,530
+119
+2% +$63.5K 0.34% 74
2023
Q3 		$3.74M Buy
7,411
+173
+2% +$85.1K 0.38% 67
2023
Q2 		$3.48M Sell
7,238
-41
-0.6% -$20K 0.35% 64
2023
Q1 		$3.44M Buy
7,279
+562
+8% +$271K 0.37% 65
2022
Q4 		$3.56M Sell
6,717
-105
-2% -$55.6K 0.4% 63
2022
Q3 		$3.44K Sell
6,822
-66
-1% -$34.7K 0.32% 56
2022
Q2 		$3.54M Buy
6,888
+41
+0.6% +$20.6K 0.43% 57
2022
Q1 		$3.49M Hold
6,847
– – 0.37% 64
2021
Q4 		$3.44M Buy
6,847
+142
+2% +$64.3K 0.36% 63
2021
Q3 		$2.62M Buy
6,705
+200
+3% +$82.8K 0.3% 72
2021
Q2 		$2.6M Buy
6,505
+35
+0.5% +$14K 0.3% 74
2021
Q1 		$2.41M Hold
6,470
– – 0.28% 73
2020
Q4 		$2.27M Buy
6,470
+725
+13% +$243K 0.3% 71
2020
Q3 		$1.79M Buy
5,745
+26
+0.5% +$7.99K 0.5% 35
2020
Q2 		$1.69M Buy
5,719
+29
+0.5% +$8.31K 0.5% 36
2020
Q1 		$1.42M Buy
5,690
+1,949
+52% +$536K 0.53% 35
2019
Q4 		$1.1M Hold
3,741
– – 0.35% 52
2019
Q3 		$813K Buy
3,741
+519
+16% +$125K 0.28% 64
2019
Q2 		$786K Buy
3,222
+461
+17% +$111K 0.4% 48
2019
Q1 		$683K Buy
2,761
+356
+15% +$90.8K 0.39% 50
2018
Q4 		$599K Buy
+2,405
New +$635K 0.5% 47

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

Principle Wealth Partners's UNH Position: Q1 2026 in Review

Principle Wealth Partners increased its UnitedHealth (UNH) stake by 52% in Q1 2026, buying an estimated $2.74M and bringing the position to 26,862 shares worth $7.27M. The position accounts for 0.42% of the portfolio, ranked #52.

Principle Wealth Partners first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Principle Wealth Partners held 26,862 shares of UnitedHealth worth $7.27M as of Q1 2026.
  • Principle Wealth Partners bought 9,186 UnitedHealth shares in Q1 2026, an estimated $2.74M.
  • UnitedHealth made up 0.42% of Principle Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Principle Wealth Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.