Rench Wealth Management’s UnitedHealth UNH Stock Holding History

Rench Wealth 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	$3.28M	Sell	12,105 -795	-6%	-$237K	0.99%	35
2025 Q4	$4.26M	Sell	12,900 -320	-2%	-$108K	1.22%	33
2025 Q3	$4.56M	Buy	13,220 +531	+4%	+$161K	1.34%	31
2025 Q2	$3.96M	Buy	12,689 +1,403	+12%	+$536K	1.25%	34
2025 Q1	$5.91M	Buy	11,286 +314	+3%	+$161K	2.04%	20
2024 Q4	$5.55M	Sell	10,972 -423	-4%	-$240K	1.89%	20
2024 Q3	$6.66M	Buy	11,395 +645	+6%	+$365K	2.29%	15
2024 Q2	$5.47M	Buy	10,750 +346	+3%	+$170K	1.96%	18
2024 Q1	$5.15M	Buy	10,404 +7,052	+210%	+$3.59M	1.97%	18
2023 Q4	$1.76M	Buy	3,352 +1,562	+87%	+$833K	0.74%	38
2023 Q3	$903K	Buy	1,790 +998	+126%	+$491K	0.41%	38
2023 Q2	$381K	Buy	+792	New	+$387K	0.17%	40

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

Rench Wealth Management's UNH Position: Q1 2026 in Review

Rench Wealth Management reduced its UnitedHealth (UNH) stake by 6.2% in Q1 2026, selling an estimated $237K and leaving 12,105 shares worth $3.28M. The position accounts for 0.99% of the portfolio, ranked #35.

Rench Wealth Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.66M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Rench Wealth Management held 12,105 shares of UnitedHealth worth $3.28M as of Q1 2026.
Rench Wealth Management sold 795 UnitedHealth shares in Q1 2026, an estimated $237K.
UnitedHealth made up 0.99% of Rench Wealth Management's portfolio in Q1 2026, its #35 holding.
Rench Wealth Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Rench Wealth Management's UnitedHealth position peaked at $6.66M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.