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Vanguard Capital Wealth Advisors’s UnitedHealth UNH Stock Holding History

Vanguard Capital Wealth Advisors’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
-802
Closed -$265K – 142
2025
Q4 		$265K Sell
802
-1,265
-61% -$429K 0.21% 97
2025
Q3 		$714K Buy
2,067
+49
+2% +$14.8K 0.57% 41
2025
Q2 		$630K Buy
+2,018
New +$771K 0.62% 39
2024
Q3 		– Sell
-14,063
Closed -$7.16M – 158
2024
Q2 		$7.16M Buy
14,063
+140
+1% +$68.6K 4.84% 5
2024
Q1 		$6.89M Buy
13,923
+201
+1% +$102K 4.84% 4
2023
Q4 		$7.22M Buy
13,722
+48
+0.4% +$25.6K 5.84% 3
2023
Q3 		$6.89M Buy
13,674
+55
+0.4% +$27.1K 6.39% 3
2023
Q2 		$6.55M Buy
13,619
+71
+0.5% +$34.7K 5.94% 3
2023
Q1 		$6.4M Buy
13,548
+29
+0.2% +$14K 6.38% 2
2022
Q4 		$7.17M Buy
13,519
+58
+0.4% +$30.7K 8.3% 2
2022
Q3 		$6.8M Buy
13,461
+26
+0.2% +$13.7K 8.26% 2
2022
Q2 		$6.9M Buy
13,435
+44
+0.3% +$22.1K 7.8% 2
2022
Q1 		$6.83M Buy
13,391
+54
+0.4% +$26K 4.88% 3
2021
Q4 		$6.7M Buy
13,337
+39
+0.3% +$17.7K 4.81% 3
2021
Q3 		$5.2K Buy
13,298
+48
+0.4% +$19.9K 3.48% 4
2021
Q2 		$5.31M Buy
13,250
+29
+0.2% +$11.6K 4.03% 3
2021
Q1 		$4.83M Buy
13,221
+41
+0.3% +$14.2K 4.11% 3
2020
Q4 		$4.55M Buy
+13,180
New +$4.42M 4.18% 3
2020
Q2 		$3.83M Buy
+13,000
New +$3.73M 4.47% 3
2019
Q4 		$3.82M Sell
13,000
-30
-0.2% -$7.85K 4% 3
2019
Q3 		$2.83M Buy
13,030
+30
+0.2% +$7.24K 3.3% 4
2019
Q2 		$3.17M Sell
13,000
-25
-0.2% -$6.01K 3.84% 3
2019
Q1 		$3.22M Sell
13,025
-22
-0.2% -$5.61K 4.04% 3
2018
Q4 		$3.25M Buy
13,047
+6
+0% +$1.58K 4.84% 2
2018
Q3 		$3.47M Sell
13,041
-8
-0.1% -$2.08K 3.96% 3
2018
Q2 		$3.2M Buy
13,049
+3
+0% +$720 4.25% 2
2018
Q1 		$2.85M Buy
13,046
+46
+0.4% +$10.5K 3.75% 3
2017
Q4 		$2.87M Buy
+13,000
New +$2.76M 3.59% 2

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Wealth Advisors's UNH Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 802 shares — an estimated $265K sold.

Vanguard Capital Wealth Advisors first reported a position in UNH in Q4 2017 and held it in 28 quarters. The position peaked at $7.22M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Vanguard Capital Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 802 UnitedHealth shares in Q1 2026, an estimated $265K.
  • Vanguard Capital Wealth Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 28 quarters.
  • Vanguard Capital Wealth Advisors's UnitedHealth position peaked at $7.22M in Q4 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.