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SHP Wealth Management’s UnitedHealth UNH Stock Holding History

SHP 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 		$584K Sell
2,155
-6
-0.3% -$1.79K 0.04% 137
2025
Q4 		$714K Buy
+2,161
New +$732K 0.06% 111

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its UnitedHealth (UNH) stake by 0.28% in Q1 2026, selling an estimated $1.79K and leaving 2,155 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #137.

SHP Wealth Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $714K in Q4 2025. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SHP Wealth Management held 2,155 shares of UnitedHealth worth $584K as of Q1 2026.
  • SHP Wealth Management sold 6 UnitedHealth shares in Q1 2026, an estimated $1.79K.
  • UnitedHealth made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #137 holding.
  • SHP Wealth Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's UnitedHealth position peaked at $714K in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.