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Trask Adam Roland’s UnitedHealth UNH Stock Holding History

Trask Adam Roland’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 		$832K Buy
+3,075
New +$916K 0.79% 36

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Trask Adam Roland's UNH Position: Q1 2026 in Review

Trask Adam Roland opened a new position in UnitedHealth (UNH) in Q1 2026: 3,075 shares worth $832K. The stake represents 0.79% of the portfolio and ranks #36 among its holdings.

3,039 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Trask Adam Roland held 3,075 shares of UnitedHealth worth $832K as of Q1 2026.
  • UnitedHealth was a new Trask Adam Roland position in Q1 2026.
  • UnitedHealth made up 0.79% of Trask Adam Roland's portfolio in Q1 2026, its #36 holding.
  • 3,039 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.