Private Wealth Asset Management’s UnitedHealth UNH Stock Holding History

Private Wealth 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	$1.2M	Sell	4,447 -226	-5%	-$67.3K	0.13%	112
2025 Q4	$1.54M	Sell	4,673 -14	-0.3%	-$4.74K	0.17%	89
2025 Q3	$1.62M	Sell	4,687 -1,758	-27%	-$532K	0.19%	81
2025 Q2	$2.01M	Sell	6,445 -953	-13%	-$364K	0.27%	65
2025 Q1	$3.87M	Buy	+7,398	New	+$3.78M	0.56%	38

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

Private Wealth Asset Management's UNH Position: Q1 2026 in Review

Private Wealth Asset Management reduced its UnitedHealth (UNH) stake by 4.8% in Q1 2026, selling an estimated $67.3K and leaving 4,447 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #112.

Private Wealth Asset Management first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Private Wealth Asset Management held 4,447 shares of UnitedHealth worth $1.2M as of Q1 2026.
Private Wealth Asset Management sold 226 UnitedHealth shares in Q1 2026, an estimated $67.3K.
UnitedHealth made up 0.13% of Private Wealth Asset Management's portfolio in Q1 2026, its #112 holding.
Private Wealth Asset Management first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's UnitedHealth position peaked at $3.87M in Q1 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.