Scissortail Wealth Management’s UnitedHealth UNH Stock Holding History

Scissortail 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	$3.58M	Buy	+13,241	New	+$3.94M	0.72%	43
2025 Q2	–	Sell	-4,829	Closed	-$2.53M	–	117
2025 Q1	$2.53M	Buy	4,829 +1,590	+49%	+$813K	0.65%	48
2024 Q4	$1.64M	Buy	3,239 +3,233	+53,883%	+$1.84M	0.42%	58
2024 Q3	$272K	Sell	6 -415	-99%	-$235K	0.07%	103
2024 Q2	$214K	Buy	+421	New	+$206K	0.05%	116
2024 Q1	–	Sell	-3,221	Closed	-$1.63M	–	203
2023 Q4	$1.63M	Buy	+3,221	New	+$1.72M	0.52%	48
2023 Q1	–	Sell	-2,513	Closed	-$1.24M	–	117
2022 Q4	$1.24M	Buy	+2,513	New	+$1.33M	0.72%	32

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

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

Scissortail Wealth Management opened a new position in UnitedHealth (UNH) in Q1 2026: 13,241 shares worth $3.58M. The stake represents 0.72% of the portfolio and ranks #43 among its holdings. This is a return to the name: Scissortail Wealth Management previously reported a position in UNH as recently as Q1 2025.

Scissortail Wealth Management first reported a position in UNH in Q4 2022 and has held it in 7 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Scissortail Wealth Management held 13,241 shares of UnitedHealth worth $3.58M as of Q1 2026.
UnitedHealth was a new Scissortail Wealth Management position in Q1 2026.
UnitedHealth made up 0.72% of Scissortail Wealth Management's portfolio in Q1 2026, its #43 holding.
Scissortail Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 7 quarters since.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.