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Sound View Wealth Advisors Group’s UnitedHealth UNH Stock Holding History

Sound View Wealth Advisors 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 		$1.26M Sell
4,670
-172
-4% -$51.2K 0.09% 164
2025
Q4 		$1.6M Sell
4,842
-192
-4% -$65.1K 0.11% 146
2025
Q3 		$1.74M Buy
5,034
+1,479
+42% +$447K 0.12% 144
2025
Q2 		$1.11M Sell
3,555
-1,151
-24% -$440K 0.08% 176
2025
Q1 		$2.46M Sell
4,706
-307
-6% -$157K 0.2% 102
2024
Q4 		$2.54M Sell
5,013
-2,285
-31% -$1.3M 0.2% 102
2024
Q3 		$4.27M Buy
7,298
+977
+15% +$553K 0.35% 65
2024
Q2 		$3.22M Buy
6,321
+80
+1% +$39.2K 0.33% 67
2024
Q1 		$3.09M Buy
6,241
+15
+0.2% +$7.63K 0.33% 67
2023
Q4 		$3.28M Sell
6,226
-198
-3% -$106K 0.36% 66
2023
Q3 		$3.24M Sell
6,424
-64
-1% -$31.5K 0.4% 58
2023
Q2 		$3.12M Sell
6,488
-24
-0.4% -$11.7K 0.41% 61
2023
Q1 		$3.08M Buy
6,512
+286
+5% +$138K 0.42% 59
2022
Q4 		$3.28M Buy
6,226
+2,111
+51% +$1.12M 0.36% 66
2022
Q3 		$2.08M Sell
4,115
-169
-4% -$88.9K 0.47% 59
2022
Q2 		$2.2M Sell
4,284
-115
-3% -$57.8K 0.46% 58
2022
Q1 		$2.24M Buy
4,399
+428
+11% +$206K 0.43% 61
2021
Q4 		$1.99M Sell
3,971
-3
-0.1% -$1.36K 0.38% 65
2021
Q3 		$1.55M Buy
3,974
+144
+4% +$59.6K 0.32% 82
2021
Q2 		$1.53M Sell
3,830
-327
-8% -$130K 0.32% 83
2021
Q1 		$1.55M Buy
4,157
+213
+5% +$73.8K 0.36% 77
2020
Q4 		$1.38M Buy
3,944
+111
+3% +$37.2K 0.34% 85
2020
Q3 		$1.2M Buy
3,833
+100
+3% +$30.7K 0.31% 86
2020
Q2 		$1.1M Buy
3,733
+322
+9% +$92.3K 0.31% 89
2020
Q1 		$851K Buy
3,411
+37
+1% +$10.2K 0.29% 90
2019
Q4 		$992K Sell
3,374
-39
-1% -$10.2K 0.28% 92
2019
Q3 		$742K Sell
3,413
-169
-5% -$40.8K 0.22% 109
2019
Q2 		$874K Buy
+3,582
New +$862K 0.26% 99

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sound View Wealth Advisors Group's UNH Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its UnitedHealth (UNH) stake by 3.6% in Q1 2026, selling an estimated $51.2K and leaving 4,670 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #164.

Sound View Wealth Advisors Group first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.27M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,670 shares of UnitedHealth worth $1.26M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 172 UnitedHealth shares in Q1 2026, an estimated $51.2K.
  • UnitedHealth made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #164 holding.
  • Sound View Wealth Advisors Group first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's UnitedHealth position peaked at $4.27M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.