Pursue Wealth Partners’s UnitedHealth UNH Stock Holding History

Pursue 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	–	Sell	-3,873	Closed	-$1.28M	–	112
2025 Q4	$1.28M	Buy	3,873 +1	+0%	+$339	0.62%	38
2025 Q3	$1.34M	Sell	3,872 -4,709	-55%	-$1.42M	0.73%	40
2025 Q2	$2.68M	Buy	8,581 +8,066	+1,566%	+$3.08M	1.52%	19
2025 Q1	$270K	Buy	+515	New	+$263K	0.16%	93
2022 Q2	–	Sell	-205	Closed	-$110K	–	231
2022 Q1	$110K	Buy	+205	New	+$98.9K	0.05%	156

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

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

Pursue Wealth Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 3,873 shares — an estimated $1.28M sold.

Pursue Wealth Partners first reported a position in UNH in Q1 2022 and held it in 5 quarters. The position peaked at $2.68M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Pursue Wealth Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Pursue Wealth Partners sold 3,873 UnitedHealth shares in Q1 2026, an estimated $1.28M.
Pursue Wealth Partners first reported a position in UnitedHealth in Q1 2022 and held it in 5 quarters.
Pursue Wealth Partners's UnitedHealth position peaked at $2.68M in Q2 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.