Red Wave Investments’s UnitedHealth UNH Stock Holding History

Red Wave Investments’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	$246K	Sell	909 -18	-2%	-$5.36K	0.07%	100
2025 Q4	$306K	Hold	927	–	–	0.09%	79
2025 Q3	$320K	Hold	927	–	–	0.1%	78
2025 Q2	$289K	Sell	927 -2	-0.2%	-$764	0.1%	82
2025 Q1	$487K	Hold	929	–	–	0.17%	57
2024 Q4	$470K	Sell	929 -2	-0.2%	-$1.14K	0.16%	59
2024 Q3	$544K	Sell	931 -11	-1%	-$6.22K	0.19%	55
2024 Q2	$480K	Sell	942 -4	-0.4%	-$1.96K	0.18%	59
2024 Q1	$468K	Hold	946	–	–	0.18%	59
2023 Q4	$498K	Sell	946 -2	-0.2%	-$1.07K	0.2%	59
2023 Q3	$478K	Sell	948 -1	-0.1%	-$492	0.2%	58
2023 Q2	$456K	Sell	949 -1	-0.1%	-$489	0.18%	60
2023 Q1	$449K	Buy	950 +14	+1%	+$6.76K	0.19%	57
2022 Q4	$496K	Sell	936 -10	-1%	-$5.3K	0.21%	52
2022 Q3	$478K	Buy	946 +28	+3%	+$14.7K	0.21%	57
2022 Q2	$472K	Hold	918	–	–	0.19%	59
2022 Q1	$468K	Hold	918	–	–	0.17%	62
2021 Q4	$461K	Sell	918 -31	-3%	-$14K	0.16%	57
2021 Q3	$371K	Sell	949 -9	-0.9%	-$3.73K	0.13%	59
2021 Q2	$384K	Buy	958 +16	+2%	+$6.38K	0.14%	58
2021 Q1	$350K	Buy	942 +28	+3%	+$9.7K	0.14%	61
2020 Q4	$321K	Buy	+914	New	+$306K	0.14%	61

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

Red Wave Investments's UNH Position: Q1 2026 in Review

Red Wave Investments reduced its UnitedHealth (UNH) stake by 1.9% in Q1 2026, selling an estimated $5.36K and leaving 909 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #100.

Red Wave Investments first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $544K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Red Wave Investments held 909 shares of UnitedHealth worth $246K as of Q1 2026.
Red Wave Investments sold 18 UnitedHealth shares in Q1 2026, an estimated $5.36K.
UnitedHealth made up 0.07% of Red Wave Investments's portfolio in Q1 2026, its #100 holding.
Red Wave Investments first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Red Wave Investments's UnitedHealth position peaked at $544K in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.