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PUREfi Wealth’s UnitedHealth UNH Stock Holding History

PUREfi Wealth’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 		$884K Buy
3,269
+1,416
+76% +$422K 0.58% 41
2025
Q4 		$612K Buy
1,853
+23
+1% +$7.79K 0.47% 58
2025
Q3 		$632K Buy
1,830
+177
+11% +$53.5K 0.49% 59
2025
Q2 		$516K Buy
1,653
+961
+139% +$367K 0.41% 64
2025
Q1 		$363K Sell
692
-305
-31% -$156K 0.36% 81
2024
Q4 		$504K Buy
+997
New +$566K 0.49% 52

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

PUREfi Wealth's UNH Position: Q1 2026 in Review

PUREfi Wealth increased its UnitedHealth (UNH) stake by 76% in Q1 2026, buying an estimated $422K and bringing the position to 3,269 shares worth $884K. The position accounts for 0.58% of the portfolio, ranked #41.

PUREfi Wealth first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • PUREfi Wealth held 3,269 shares of UnitedHealth worth $884K as of Q1 2026.
  • PUREfi Wealth bought 1,416 UnitedHealth shares in Q1 2026, an estimated $422K.
  • UnitedHealth made up 0.58% of PUREfi Wealth's portfolio in Q1 2026, its #41 holding.
  • PUREfi Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.