Sherman Asset Management’s UnitedHealth UNH Stock Holding History

Sherman 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	$70.4K	Hold	260	–	–	0.06%	88
2025 Q4	$85.8K	Hold	260	–	–	0.07%	90
2025 Q3	$89.8K	Hold	260	–	–	0.08%	87
2025 Q2	$81.1K	Hold	260	–	–	0.07%	95
2025 Q1	$136K	Sell	260 -182	-41%	-$93K	0.13%	70
2024 Q4	$224K	Buy	+442	New	+$251K	0.2%	52

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

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

Sherman Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 260 shares worth $70.4K. The position accounts for 0.06% of the portfolio, ranked #88.

Sherman Asset Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $224K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Sherman Asset Management held 260 shares of UnitedHealth worth $70.4K as of Q1 2026.
Sherman Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.06% of Sherman Asset Management's portfolio in Q1 2026, its #88 holding.
Sherman Asset Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Sherman Asset Management's UnitedHealth position peaked at $224K in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.