QFW
UNH icon

QTR Family Wealth’s UnitedHealth UNH Stock Holding History

QTR Family 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 		$591K Buy
1,882
+83
+5% +$24.7K 0.25% 99
2025
Q4 		$491K Sell
1,799
-345
-16% -$117K 0.22% 107
2025
Q3 		$740K Buy
2,144
+944
+79% +$286K 0.35% 61
2025
Q2 		$374K Buy
1,200
+291
+32% +$111K 0.23% 99
2025
Q1 		$476K Buy
+909
New +$465K 0.36% 70

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

QTR Family Wealth's UNH Position: Q1 2026 in Review

QTR Family Wealth increased its UnitedHealth (UNH) stake by 4.6% in Q1 2026, buying an estimated $24.7K and bringing the position to 1,882 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #99.

QTR Family Wealth first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $740K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • QTR Family Wealth held 1,882 shares of UnitedHealth worth $591K as of Q1 2026.
  • QTR Family Wealth bought 83 UnitedHealth shares in Q1 2026, an estimated $24.7K.
  • UnitedHealth made up 0.25% of QTR Family Wealth's portfolio in Q1 2026, its #99 holding.
  • QTR Family Wealth first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's UnitedHealth position peaked at $740K in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.