Smartleaf Asset Management’s UnitedHealth UNH Stock Holding History

Smartleaf 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	$2.6M	Buy	9,947 +479	+5%	+$143K	0.09%	192
2025 Q4	$3.15M	Buy	9,468 +1,935	+26%	+$656K	0.12%	155
2025 Q3	$2.6M	Buy	7,533 +1,900	+34%	+$575K	0.16%	137
2025 Q2	$1.74M	Sell	5,633 -2,959	-34%	-$1.13M	0.15%	146
2025 Q1	$4.43M	Buy	8,592 +928	+12%	+$474K	0.43%	48
2024 Q4	$3.89M	Buy	7,664 +1,596	+26%	+$907K	0.4%	45
2024 Q3	$3.53M	Buy	6,068 +2,204	+57%	+$1.25M	0.43%	47
2024 Q2	$1.88M	Buy	3,864 +577	+18%	+$283K	0.31%	71
2024 Q1	$1.62M	Buy	3,287 +963	+41%	+$490K	0.31%	74
2023 Q4	$1.21M	Buy	+2,324	New	+$1.24M	0.32%	72

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

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

Smartleaf Asset Management increased its UnitedHealth (UNH) stake by 5.1% in Q1 2026, buying an estimated $143K and bringing the position to 9,947 shares worth $2.6M. The position accounts for 0.09% of the portfolio, ranked #192.

Smartleaf Asset Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.43M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Smartleaf Asset Management held 9,947 shares of UnitedHealth worth $2.6M as of Q1 2026.
Smartleaf Asset Management bought 479 UnitedHealth shares in Q1 2026, an estimated $143K.
UnitedHealth made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #192 holding.
Smartleaf Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's UnitedHealth position peaked at $4.43M in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.