US Asset Management LLC’s UnitedHealth UNH Stock Holding History

US Asset Management LLC’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	$939K	Sell	3,469 -15	-0.4%	-$4.47K	0.81%	30
2025 Q4	$1.15M	Sell	3,484 -32	-0.9%	-$10.8K	0.94%	24
2025 Q3	$1.21M	Sell	3,516 -8	-0.2%	-$2.42K	1%	23
2025 Q2	$1.1M	Sell	3,524 -5	-0.1%	-$1.91K	0.95%	26
2025 Q1	$1.85M	Sell	3,529 -12	-0.3%	-$6.13K	1.76%	9
2024 Q4	$1.79M	Sell	3,541 -102	-3%	-$58K	1.61%	10
2024 Q3	$2.21M	Sell	3,643 -28	-0.8%	-$15.8K	1.95%	8
2024 Q2	$1.87M	Sell	3,671 -135	-4%	-$66.2K	1.69%	8
2024 Q1	$1.88M	Sell	3,806 -61	-2%	-$31K	1.7%	8
2023 Q4	$2.04M	Buy	+3,867	New	+$2.06M	2.01%	8
2023 Q2	$1.98M	Sell	4,109 -83	-2%	-$40.6K	2.09%	6
2023 Q1	$1.98M	Sell	4,192 -17	-0.4%	-$8.2K	2.02%	6
2022 Q4	$2.23M	Buy	+4,209	New	+$2.23M	2.41%	3
2022 Q2	$2.16M	Buy	4,213 +8	+0.2%	+$4.02K	2.38%	5
2022 Q1	$2.14M	Buy	4,205 +12	+0.3%	+$5.79K	1.97%	6
2021 Q4	$2.1M	Sell	4,193 -4	-0.1%	-$1.81K	2.01%	8
2021 Q3	$1.64M	Buy	+4,197	New	+$1.74M	1.59%	9

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

US Asset Management LLC's UNH Position: Q1 2026 in Review

US Asset Management LLC reduced its UnitedHealth (UNH) stake by 0.43% in Q1 2026, selling an estimated $4.47K and leaving 3,469 shares worth $939K. The position accounts for 0.81% of the portfolio, ranked #30.

US Asset Management LLC first reported a position in UNH in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.23M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

US Asset Management LLC held 3,469 shares of UnitedHealth worth $939K as of Q1 2026.
US Asset Management LLC sold 15 UnitedHealth shares in Q1 2026, an estimated $4.47K.
UnitedHealth made up 0.81% of US Asset Management LLC's portfolio in Q1 2026, its #30 holding.
US Asset Management LLC first reported a position in UnitedHealth in Q3 2021 and has held it in 17 quarters since.
US Asset Management LLC's UnitedHealth position peaked at $2.23M in Q4 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.