Smart Portfolios LLC’s UnitedHealth UNH Stock Holding History

Smart Portfolios LLC’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	$537K	Buy	1,985 +145	+8%	+$43.2K	0.54%	62
2025 Q4	$607K	Sell	1,840 -32	-2%	-$10.8K	0.6%	55
2025 Q3	$646K	Sell	1,872 -50	-3%	-$15.1K	0.62%	53
2025 Q2	$600K	Buy	1,922 +65	+4%	+$24.8K	0.6%	54
2025 Q1	$973K	Hold	1,857	–	–	1.06%	27
2024 Q4	$939K	Sell	1,857 -20	-1%	-$11.4K	0.98%	28
2024 Q3	$1.1M	Hold	1,877	–	–	1.12%	26
2024 Q2	$956K	Buy	1,877 +275	+17%	+$135K	0.96%	28
2024 Q1	$793K	Buy	1,602 +40	+3%	+$20.3K	0.84%	31
2023 Q4	$809K	Buy	+1,562	New	+$833K	0.95%	26
2020 Q1	–	Sell	-1,000	Closed	-$294K	–	48
2019 Q4	$294K	Hold	1,000	–	–	0.26%	32
2019 Q3	$256K	Hold	1,000	–	–	0.23%	35
2019 Q2	$244K	Hold	1,000	–	–	0.22%	36
2019 Q1	$247K	Hold	1,000	–	–	0.21%	39
2018 Q4	$249K	Hold	1,000	–	–	0.19%	35
2018 Q3	$266K	Hold	1,000	–	–	0.16%	37
2018 Q2	$245K	Hold	1,000	–	–	0.16%	36
2018 Q1	$214K	Buy	+1,000	New	+$228K	0.14%	39

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

Smart Portfolios LLC's UNH Position: Q1 2026 in Review

Smart Portfolios LLC increased its UnitedHealth (UNH) stake by 7.9% in Q1 2026, buying an estimated $43.2K and bringing the position to 1,985 shares worth $537K. The position accounts for 0.54% of the portfolio, ranked #62.

Smart Portfolios LLC first reported a position in UNH in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.1M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Smart Portfolios LLC held 1,985 shares of UnitedHealth worth $537K as of Q1 2026.
Smart Portfolios LLC bought 145 UnitedHealth shares in Q1 2026, an estimated $43.2K.
UnitedHealth made up 0.54% of Smart Portfolios LLC's portfolio in Q1 2026, its #62 holding.
Smart Portfolios LLC first reported a position in UnitedHealth in Q1 2018 and has held it in 18 quarters since.
Smart Portfolios LLC's UnitedHealth position peaked at $1.1M in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.