Quattro Advisors’s UnitedHealth UNH Stock Holding History

Quattro Advisors’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	-158	Closed	-$52K	–	480
2025 Q4	$52K	Buy	+158	New	+$53.5K	0.04%	106

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quattro Advisors's UNH Position: Q1 2026 in Review

Quattro Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 158 shares — an estimated $52K sold.

Quattro Advisors first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $52K in Q4 2025. 3,042 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Quattro Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Quattro Advisors sold 158 UnitedHealth shares in Q1 2026, an estimated $52K.
Quattro Advisors first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
Quattro Advisors's UnitedHealth position peaked at $52K in Q4 2025.
3,042 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Quattro Advisors's 13F filing for Q1 2026, filed 15 May 2026.