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Rede Wealth’s UnitedHealth UNH Stock Holding History

Rede 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 		$691K Sell
2,552
-65
-2% -$19.4K 0.25% 45
2025
Q4 		$864K Buy
2,617
+1,768
+208% +$599K 0.3% 37
2025
Q3 		$293K Sell
849
-2,043
-71% -$618K 0.23% 79
2025
Q2 		$902K Sell
2,892
-292
-9% -$112K 0.33% 32
2025
Q1 		$1.67M Sell
3,184
-182
-5% -$93K 0.59% 17
2024
Q4 		$1.7M Sell
3,366
-253
-7% -$144K 0.65% 18
2024
Q3 		$2.12M Sell
3,619
-115
-3% -$65K 0.81% 14
2024
Q2 		$1.9M Buy
3,734
+116
+3% +$56.9K 1.75% 14
2024
Q1 		$1.79M Buy
3,618
+2
+0.1% +$1.02K 0.75% 14
2023
Q4 		$1.9M Sell
3,616
-4
-0.1% -$2.13K 0.9% 13
2023
Q3 		$1.83M Sell
3,620
-297
-8% -$146K 0.92% 16
2023
Q2 		$1.88M Buy
3,917
+2
+0.1% +$978 0.89% 16
2023
Q1 		$1.85M Sell
3,915
-3
-0.1% -$1.45K 0.96% 15
2022
Q4 		$2.08M Buy
3,918
+8
+0.2% +$4.24K 1.11% 12
2022
Q3 		$1.98M Buy
3,910
+27
+0.7% +$14.2K 1.17% 10
2022
Q2 		$2M Buy
3,883
+2
+0.1% +$1K 1.16% 12
2022
Q1 		$1.98M Sell
3,881
-18
-0.5% -$8.68K 0.93% 11
2021
Q4 		$1.96M Buy
3,899
+2
+0.1% +$905 0.98% 11
2021
Q3 		$1.52M Buy
3,897
+439
+13% +$182K 0.81% 15
2021
Q2 		$1.39M Buy
3,458
+231
+7% +$92.1K 0.74% 16
2021
Q1 		$1.2M Buy
3,227
+394
+14% +$137K 0.7% 18
2020
Q4 		$993K Buy
+2,833
New +$950K 0.68% 21

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

Rede Wealth's UNH Position: Q1 2026 in Review

Rede Wealth reduced its UnitedHealth (UNH) stake by 2.5% in Q1 2026, selling an estimated $19.4K and leaving 2,552 shares worth $691K. The position accounts for 0.25% of the portfolio, ranked #45.

Rede Wealth first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.12M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Rede Wealth held 2,552 shares of UnitedHealth worth $691K as of Q1 2026.
  • Rede Wealth sold 65 UnitedHealth shares in Q1 2026, an estimated $19.4K.
  • UnitedHealth made up 0.25% of Rede Wealth's portfolio in Q1 2026, its #45 holding.
  • Rede Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Rede Wealth's UnitedHealth position peaked at $2.12M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.