Storgate’s UnitedHealth UNH Stock Holding History

Storgate’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	$484K	Buy	1,790 +898	+101%	+$267K	0.38%	62
2025 Q4	$294K	Buy	+892	New	+$302K	0.24%	125

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

Storgate's UNH Position: Q1 2026 in Review

Storgate increased its UnitedHealth (UNH) stake by 101% in Q1 2026, buying an estimated $267K and bringing the position to 1,790 shares worth $484K. The position accounts for 0.38% of the portfolio, ranked #62.

Storgate first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Storgate held 1,790 shares of UnitedHealth worth $484K as of Q1 2026.
Storgate bought 898 UnitedHealth shares in Q1 2026, an estimated $267K.
UnitedHealth made up 0.38% of Storgate's portfolio in Q1 2026, its #62 holding.
Storgate first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Storgate's 13F filing for Q1 2026, filed 6 May 2026.