Stelac Advisory Services’s UnitedHealth UNH Stock Holding History

Stelac Advisory Services’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	$5.08M	Buy	18,768 +158	+0.8%	+$47.1K	1.03%	31
2025 Q4	$6.14M	Buy	+18,610	New	+$6.31M	2.17%	17
2023 Q3	–	Sell	-1,792	Closed	-$861K	–	157
2023 Q2	$861K	Sell	1,792 -134	-7%	-$65.5K	0.38%	43
2023 Q1	$910K	Sell	1,926 -12	-0.6%	-$5.79K	0.4%	42
2022 Q4	$1.03M	Buy	1,938 +15	+0.8%	+$7.95K	0.47%	45
2022 Q3	$972K	Buy	1,923 +431	+29%	+$227K	0.44%	44
2022 Q2	$766K	Buy	+1,492	New	+$749K	0.31%	49
2021 Q3	–	Sell	-831	Closed	-$333K	–	279
2021 Q2	$333K	Sell	831 -10	-1%	-$3.99K	0.08%	168
2021 Q1	$313K	Sell	841 -578	-41%	-$200K	0.12%	123
2020 Q4	$498K	Buy	1,419 +493	+53%	+$165K	0.13%	111
2020 Q3	$289K	Buy	926 +43	+5%	+$13.2K	0.1%	110
2020 Q2	$260K	Buy	883 +170	+24%	+$48.7K	0.1%	95
2020 Q1	$178K	Buy	713 +268	+60%	+$73.7K	0.09%	88
2019 Q4	$131K	Buy	+445	New	+$116K	0.09%	76
2018 Q3	–	Sell	-760	Closed	-$186K	–	173
2018 Q2	$186K	Hold	760	–	–	0.05%	86
2018 Q1	$163K	Buy	+760	New	+$174K	0.05%	82

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

Stelac Advisory Services's UNH Position: Q1 2026 in Review

Stelac Advisory Services increased its UnitedHealth (UNH) stake by 0.85% in Q1 2026, buying an estimated $47.1K and bringing the position to 18,768 shares worth $5.08M. The position accounts for 1.03% of the portfolio, ranked #31.

Stelac Advisory Services first reported a position in UNH in Q1 2018 and has held it in 16 quarters since. The position peaked at $6.14M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Stelac Advisory Services held 18,768 shares of UnitedHealth worth $5.08M as of Q1 2026.
Stelac Advisory Services bought 158 UnitedHealth shares in Q1 2026, an estimated $47.1K.
UnitedHealth made up 1.03% of Stelac Advisory Services's portfolio in Q1 2026, its #31 holding.
Stelac Advisory Services first reported a position in UnitedHealth in Q1 2018 and has held it in 16 quarters since.
Stelac Advisory Services's UnitedHealth position peaked at $6.14M in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.