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Reflection Asset Management’s UnitedHealth UNH Stock Holding History

Reflection Asset Management’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 		$458K Buy
1,662
+622
+60% +$185K 0.28% 80
2025
Q4 		$343K Buy
+1,040
New +$352K 0.24% 77

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Reflection Asset Management's UNH Position: Q1 2026 in Review

Reflection Asset Management increased its UnitedHealth (UNH) stake by 60% in Q1 2026, buying an estimated $185K and bringing the position to 1,662 shares worth $458K. The position accounts for 0.28% of the portfolio, ranked #80.

Reflection Asset Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,052 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Reflection Asset Management held 1,662 shares of UnitedHealth worth $458K as of Q1 2026.
  • Reflection Asset Management bought 622 UnitedHealth shares in Q1 2026, an estimated $185K.
  • UnitedHealth made up 0.28% of Reflection Asset Management's portfolio in Q1 2026, its #80 holding.
  • Reflection Asset Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • 3,052 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.