Three Seasons Wealth’s UnitedHealth UNH Stock Holding History

Three Seasons Wealth’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	–	Sell	-903	Closed	-$298K	–	236
2025 Q4	$298K	Sell	903 -283	-24%	-$95.9K	0.03%	145
2025 Q3	$410K	Sell	1,186 -1,172	-50%	-$354K	0.04%	118
2025 Q2	$736K	Buy	2,358 +24	+1%	+$9.17K	0.08%	39
2025 Q1	$1.22M	Buy	2,334 +41	+2%	+$21K	0.61%	30
2024 Q4	$1.16M	Sell	2,293 -395	-15%	-$224K	0.57%	41
2024 Q3	$1.57M	Buy	2,688 +43	+2%	+$24.3K	0.83%	34
2024 Q2	$1.35M	Buy	2,645 +69	+3%	+$33.8K	0.74%	36
2024 Q1	$1.18M	Buy	2,576 +296	+13%	+$150K	0.83%	40
2023 Q4	$1.2M	Buy	2,280 +151	+7%	+$80.5K	1.06%	33
2023 Q3	$1.07M	Buy	+2,129	New	+$1.05M	1.06%	21

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

Three Seasons Wealth's UNH Position: Q1 2026 in Review

Three Seasons Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 903 shares — an estimated $298K sold.

Three Seasons Wealth first reported a position in UNH in Q3 2023 and held it in 10 quarters. The position peaked at $1.57M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Three Seasons Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Three Seasons Wealth sold 903 UnitedHealth shares in Q1 2026, an estimated $298K.
Three Seasons Wealth first reported a position in UnitedHealth in Q3 2023 and held it in 10 quarters.
Three Seasons Wealth's UnitedHealth position peaked at $1.57M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Three Seasons Wealth's 13F filing for Q1 2026, filed 5 May 2026.