Resolute Advisors’s UnitedHealth UNH Stock Holding History

Resolute 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	-880	Closed	-$290K	–	95
2025 Q4	$290K	Buy	+880	New	+$298K	0.09%	52
2025 Q2	–	Sell	-20	Closed	-$10.5K	–	89
2025 Q1	$10.5K	Sell	20 -398	-95%	-$203K	﹤0.01%	79
2024 Q4	$211K	Buy	+418	New	+$238K	0.04%	70
2021 Q4	–	Sell	-248	Closed	-$97K	–	492
2021 Q3	$97K	Hold	248	–	–	0.01%	83
2021 Q2	$99K	Hold	248	–	–	0.02%	55
2021 Q1	$74K	Buy	+248	New	+$85.9K	0.01%	67

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

Resolute Advisors's UNH Position: Q1 2026 in Review

Resolute Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 880 shares — an estimated $290K sold.

Resolute Advisors first reported a position in UNH in Q1 2021 and held it in 6 quarters. The position peaked at $290K in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Resolute Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Resolute Advisors sold 880 UnitedHealth shares in Q1 2026, an estimated $290K.
Resolute Advisors first reported a position in UnitedHealth in Q1 2021 and held it in 6 quarters.
Resolute Advisors's UnitedHealth position peaked at $290K in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Resolute Advisors's 13F filing for Q1 2026, filed 7 May 2026.