Triad Wealth Partners’s UnitedHealth UNH Stock Holding History

Triad Wealth Partners’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	$1.31M	Buy	4,826 +489	+11%	+$146K	0.1%	139
2025 Q4	$1.43M	Buy	4,337 +741	+21%	+$251K	0.14%	115
2025 Q3	$1.24M	Buy	3,596 +1,005	+39%	+$304K	0.16%	99
2025 Q2	$808K	Buy	2,591 +257	+11%	+$98.2K	0.16%	101
2025 Q1	$1.22M	Sell	2,334 -34	-1%	-$17.4K	0.38%	45
2024 Q4	$1.2M	Buy	+2,368	New	+$1.35M	0.43%	45
2024 Q3	–	Sell	-1,695	Closed	-$863K	–	864
2024 Q2	$863K	Buy	1,695 +323	+24%	+$158K	0.45%	27
2024 Q1	$679K	Buy	+1,372	New	+$697K	0.52%	25

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

Triad Wealth Partners's UNH Position: Q1 2026 in Review

Triad Wealth Partners increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $146K and bringing the position to 4,826 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #139.

Triad Wealth Partners first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Triad Wealth Partners held 4,826 shares of UnitedHealth worth $1.31M as of Q1 2026.
Triad Wealth Partners bought 489 UnitedHealth shares in Q1 2026, an estimated $146K.
UnitedHealth made up 0.1% of Triad Wealth Partners's portfolio in Q1 2026, its #139 holding.
Triad Wealth Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's UnitedHealth position peaked at $1.43M in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.