Trajan Wealth’s UnitedHealth UNH Stock Holding History

Trajan 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	$21.9M	Sell	81,091 -2,194	-3%	-$653K	0.89%	28
2025 Q4	$27.5M	Sell	83,285 -2,008	-2%	-$680K	1.15%	22
2025 Q3	$29.5M	Buy	85,293 +21,609	+34%	+$6.54M	1.27%	20
2025 Q2	$19.9M	Buy	63,684 +19,065	+43%	+$7.29M	0.97%	26
2025 Q1	$23.4M	Buy	44,619 +5,572	+14%	+$2.85M	1.28%	20
2024 Q4	$19.8M	Buy	39,047 +4,747	+14%	+$2.7M	1.09%	22
2024 Q3	$20.1M	Sell	34,300 -19,245	-36%	-$10.9M	1.18%	22
2024 Q2	$27.3M	Buy	53,545 +1,566	+3%	+$768K	1.75%	12
2024 Q1	$25.7M	Buy	+51,979	New	+$26.4M	1.74%	11

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

Trajan Wealth's UNH Position: Q1 2026 in Review

Trajan Wealth reduced its UnitedHealth (UNH) stake by 2.6% in Q1 2026, selling an estimated $653K and leaving 81,091 shares worth $21.9M. The position accounts for 0.89% of the portfolio, ranked #28.

Trajan Wealth first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.5M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Trajan Wealth held 81,091 shares of UnitedHealth worth $21.9M as of Q1 2026.
Trajan Wealth sold 2,194 UnitedHealth shares in Q1 2026, an estimated $653K.
UnitedHealth made up 0.89% of Trajan Wealth's portfolio in Q1 2026, its #28 holding.
Trajan Wealth first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's UnitedHealth position peaked at $29.5M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.