Signal Advisors Wealth’s UnitedHealth UNH Stock Holding History

Signal Advisors Wealth’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	$2.54M	Buy	9,375 +979	+12%	+$292K	0.17%	111
2025 Q4	$2.77M	Buy	8,396 +1,235	+17%	+$419K	0.22%	92
2025 Q3	$2.47M	Buy	7,161 +3,107	+77%	+$940K	0.22%	95
2025 Q2	$1.26M	Sell	4,054 -7,354	-64%	-$2.81M	0.1%	189
2025 Q1	$5.97M	Buy	11,408 +2,293	+25%	+$1.17M	0.58%	46
2024 Q4	$4.61M	Buy	9,115 +1,051	+13%	+$597K	0.52%	53
2024 Q3	$4.72M	Buy	+8,064	New	+$4.56M	0.68%	33
2024 Q2	–	Sell	-1,802	Closed	-$892K	–	263
2024 Q1	$892K	Buy	1,802 +1,305	+263%	+$663K	0.22%	101
2023 Q4	$261K	Buy	+497	New	+$265K	0.09%	184

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

Signal Advisors Wealth's UNH Position: Q1 2026 in Review

Signal Advisors Wealth increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $292K and bringing the position to 9,375 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #111.

Signal Advisors Wealth first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.97M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Signal Advisors Wealth held 9,375 shares of UnitedHealth worth $2.54M as of Q1 2026.
Signal Advisors Wealth bought 979 UnitedHealth shares in Q1 2026, an estimated $292K.
UnitedHealth made up 0.17% of Signal Advisors Wealth's portfolio in Q1 2026, its #111 holding.
Signal Advisors Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's UnitedHealth position peaked at $5.97M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.