Stone House Investment Management’s UnitedHealth UNH Stock Holding History

Stone House Investment 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	$95.9K	Sell	354 -37	-9%	-$11K	0.02%	128
2025 Q4	$129K	Buy	391 +32	+9%	+$10.8K	0.02%	104
2025 Q3	$124K	Sell	359 -250	-41%	-$75.6K	0.02%	103
2025 Q2	$190K	Buy	609 +287	+89%	+$110K	0.03%	75
2025 Q1	$169K	Buy	+322	New	+$165K	0.03%	67
2024 Q4	–	Sell	-319	Closed	-$187K	–	333
2024 Q3	$187K	Buy	319 +1	+0.3%	+$566	0.04%	52
2024 Q2	$162K	Sell	318 -20	-6%	-$9.8K	0.04%	56
2024 Q1	$167K	Buy	338 +23	+7%	+$11.7K	0.04%	62
2023 Q4	$166K	Buy	315 +1	+0.3%	+$533	0.06%	43
2023 Q3	$159K	Sell	314 -74	-19%	-$36.4K	0.06%	44
2023 Q2	$187K	Buy	388 +1	+0.3%	+$489	0.07%	40
2023 Q1	$183K	Buy	+387	New	+$187K	0.06%	41
2019 Q2	–	Sell	-294	Closed	-$73K	–	194
2019 Q1	$73K	Buy	+294	New	+$75K	0.04%	73

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

Stone House Investment Management's UNH Position: Q1 2026 in Review

Stone House Investment Management reduced its UnitedHealth (UNH) stake by 9.5% in Q1 2026, selling an estimated $11K and leaving 354 shares worth $95.9K. The position accounts for 0.02% of the portfolio, ranked #128.

Stone House Investment Management first reported a position in UNH in Q1 2019 and has held it in 13 quarters since. The position peaked at $190K in Q2 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Stone House Investment Management held 354 shares of UnitedHealth worth $95.9K as of Q1 2026.
Stone House Investment Management sold 37 UnitedHealth shares in Q1 2026, an estimated $11K.
UnitedHealth made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #128 holding.
Stone House Investment Management first reported a position in UnitedHealth in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's UnitedHealth position peaked at $190K in Q2 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.