Signature Wealth Management Group’s UnitedHealth UNH Stock Holding History

Signature Wealth Management Group’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	$909K	Buy	+3,360	New	+$1M	0.35%	70
2025 Q2	–	Sell	-3,924	Closed	-$2.06M	–	122
2025 Q1	$2.06M	Buy	3,924 +200	+5%	+$102K	0.8%	48
2024 Q4	$1.88M	Buy	3,724 +97	+3%	+$55.1K	0.76%	55
2024 Q3	$2.12M	Buy	3,627 +142	+4%	+$80.3K	0.85%	42
2024 Q2	$1.77M	Buy	3,485 +92	+3%	+$45.1K	0.78%	52
2024 Q1	$1.7M	Buy	3,393 +389	+13%	+$198K	0.77%	45
2023 Q4	$1.58M	Buy	+3,004	New	+$1.6M	0.73%	48
2023 Q2	$1.37M	Buy	2,855 +106	+4%	+$51.8K	0.64%	51
2023 Q1	$1.3M	Sell	2,749 -159	-5%	-$76.7K	0.62%	55
2022 Q4	$1.54M	Sell	2,908 -1,366	-32%	-$724K	0.75%	48
2022 Q3	$2.16M	Sell	4,274 -420	-9%	-$221K	1.1%	41
2022 Q2	$2.41M	Buy	4,694 +217	+5%	+$109K	1.17%	42
2022 Q1	$2.28M	Sell	4,477 -127	-3%	-$61.3K	1.03%	48
2021 Q4	$2.31M	Buy	4,604 +153	+3%	+$69.3K	1.17%	43
2021 Q3	$1.74M	Buy	4,451 +365	+9%	+$151K	0.97%	50
2021 Q2	$1.64M	Buy	4,086 +226	+6%	+$90.1K	0.91%	49
2021 Q1	$1.44M	Buy	3,860 +734	+23%	+$254K	0.84%	48
2020 Q4	$1.1M	Buy	3,126 +370	+13%	+$124K	0.69%	52
2020 Q3	$859K	Buy	2,756 +34	+1%	+$10.4K	0.62%	53
2020 Q2	$803K	Sell	2,722 -191	-7%	-$54.7K	0.61%	51
2020 Q1	$726K	Buy	2,913 +220	+8%	+$60.5K	0.64%	45
2019 Q4	$792K	Buy	2,693 +11	+0.4%	+$2.88K	0.5%	50
2019 Q3	$583K	Sell	2,682 -115	-4%	-$27.7K	0.39%	61
2019 Q2	$691K	Buy	2,797 +83	+3%	+$20K	0.46%	52
2019 Q1	$671K	Buy	+2,714	New	+$692K	0.47%	50
2018 Q4	–	Sell	-83	Closed	-$21K	–	277
2018 Q3	$21K	Sell	83 -16	-16%	-$4.16K	0.02%	146
2018 Q2	$24K	Sell	99 -9	-8%	-$2.16K	0.02%	135
2018 Q1	$23K	Buy	108 +1	+0.9%	+$228	0.02%	138
2017 Q4	$24K	Buy	+107	New	+$22.7K	0.02%	134

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Signature Wealth Management Group's UNH Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in UnitedHealth (UNH) in Q1 2026: 3,360 shares worth $909K. The stake represents 0.35% of the portfolio and ranks #70 among its holdings. This is a return to the name: Signature Wealth Management Group previously reported a position in UNH as recently as Q1 2025.

Signature Wealth Management Group first reported a position in UNH in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.41M in Q2 2022. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Signature Wealth Management Group held 3,360 shares of UnitedHealth worth $909K as of Q1 2026.
UnitedHealth was a new Signature Wealth Management Group position in Q1 2026.
UnitedHealth made up 0.35% of Signature Wealth Management Group's portfolio in Q1 2026, its #70 holding.
Signature Wealth Management Group first reported a position in UnitedHealth in Q4 2017 and has held it in 29 quarters since.
Signature Wealth Management Group's UnitedHealth position peaked at $2.41M in Q2 2022.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.