SWM
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Segment Wealth Management’s UnitedHealth UNH Stock Holding History

Segment 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 		– Sell
-15,340
Closed -$5.06M – 342
2025
Q4 		$5.06M Buy
15,340
+238
+2% +$80.7K 0.29% 75
2025
Q3 		$5.21M Sell
15,102
-18,316
-55% -$5.54M 0.31% 72
2025
Q2 		$10.4M Buy
33,418
+1,610
+5% +$615K 0.66% 54
2025
Q1 		$16.7M Buy
31,808
+1,062
+3% +$543K 1.13% 27
2024
Q4 		$15.6M Buy
30,746
+547
+2% +$311K 1.06% 31
2024
Q3 		$17.7M Buy
30,199
+39
+0.1% +$22.1K 1.21% 24
2024
Q2 		$15.4M Buy
30,160
+333
+1% +$163K 1.13% 24
2024
Q1 		$14.8M Buy
29,827
+642
+2% +$326K 1.12% 28
2023
Q4 		$15.4M Buy
29,185
+1,090
+4% +$581K 1.36% 15
2023
Q3 		$14.2M Buy
28,095
+1,270
+5% +$625K 1.44% 12
2023
Q2 		$12.9M Sell
26,825
-288
-1% -$141K 1.33% 15
2023
Q1 		$12.8M Buy
27,113
+318
+1% +$153K 1.45% 12
2022
Q4 		$14.2M Buy
26,795
+362
+1% +$192K 1.64% 9
2022
Q3 		$13.3M Buy
26,433
+201
+0.8% +$106K 1.67% 8
2022
Q2 		$13.5M Buy
26,232
+723
+3% +$363K 1.71% 7
2022
Q1 		$13M Buy
25,509
+1,134
+5% +$547K 1.34% 11
2021
Q4 		$12.2M Buy
24,375
+743
+3% +$336K 1.28% 17
2021
Q3 		$9.23M Buy
23,632
+303
+1% +$125K 1.1% 30
2021
Q2 		$9.34M Buy
23,329
+631
+3% +$252K 1.11% 27
2021
Q1 		$8.45M Sell
22,698
-1,179
-5% -$409K 1.12% 27
2020
Q4 		$8.37M Sell
23,877
-1,195
-5% -$401K 1.21% 20
2020
Q3 		$7.82M Buy
25,072
+475
+2% +$146K 1.27% 21
2020
Q2 		$7.25M Buy
24,597
+325
+1% +$93.1K 1.34% 14
2020
Q1 		$6.05M Buy
24,272
+377
+2% +$104K 1.35% 17
2019
Q4 		$7.03M Buy
23,895
+581
+2% +$152K 1.19% 18
2019
Q3 		$5.07M Buy
23,314
+524
+2% +$126K 0.99% 33
2019
Q2 		$5.56M Buy
22,790
+684
+3% +$165K 1.13% 26
2019
Q1 		$5.47M Buy
22,106
+395
+2% +$101K 1.16% 22
2018
Q4 		$5.41M Buy
21,711
+249
+1% +$65.8K 1.36% 16
2018
Q3 		$5.71M Buy
21,462
+168
+0.8% +$43.7K 1.24% 15
2018
Q2 		$5.22M Buy
21,294
+199
+0.9% +$47.8K 1.23% 13
2018
Q1 		$4.51M Buy
21,095
+293
+1% +$66.9K 1.12% 24
2017
Q4 		$4.59M Buy
20,802
+308
+2% +$65.3K 1.11% 22
2017
Q3 		$4.01M Buy
20,494
+2,066
+11% +$399K 1.06% 24
2017
Q2 		$3.42M Buy
18,428
+967
+6% +$170K 0.94% 28
2017
Q1 		$2.86M Buy
17,461
+1,002
+6% +$164K 0.93% 35
2016
Q4 		$2.63M Buy
16,459
+437
+3% +$65.3K 0.97% 34
2016
Q3 		$2.24M Buy
16,022
+145
+0.9% +$20.3K 0.88% 42
2016
Q2 		$2.24M Sell
15,877
-2,639
-14% -$352K 0.93% 43
2016
Q1 		$2.39M Buy
18,516
+228
+1% +$27K 0.89% 43
2015
Q4 		$2.15M Sell
18,288
-15,756
-46% -$1.84M 0.82% 46
2015
Q3 		$3.95M Buy
34,044
+1,714
+5% +$205K 1.51% 14
2015
Q2 		$3.94M Sell
32,330
-206
-0.6% -$24.4K 1.37% 18
2015
Q1 		$3.85M Buy
32,536
+2,407
+8% +$267K 1.29% 20
2014
Q4 		$3.05M Buy
30,129
+1,329
+5% +$126K 1.17% 26
2014
Q3 		$2.48M Buy
28,800
+930
+3% +$78.6K 0.95% 30
2014
Q2 		$2.28M Buy
27,870
+1,174
+4% +$92.4K 0.88% 32
2014
Q1 		$2.19M Buy
+26,696
New +$2.01M 1.02% 31

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

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

Segment Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 15,340 shares — an estimated $5.06M sold.

Segment Wealth Management first reported a position in UNH in Q1 2014 and held it in 48 quarters. The position peaked at $17.7M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Segment Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 15,340 UnitedHealth shares in Q1 2026, an estimated $5.06M.
  • Segment Wealth Management first reported a position in UnitedHealth in Q1 2014 and held it in 48 quarters.
  • Segment Wealth Management's UnitedHealth position peaked at $17.7M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.