Verity Asset Management’s UnitedHealth UNH Stock Holding History

Verity Asset Management’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	-925	Closed	-$305K	–	259
2025 Q4	$305K	Buy	+925	New	+$313K	0.13%	184
2025 Q2	–	Sell	-445	Closed	-$233K	–	216
2025 Q1	$233K	Sell	445 -116	-21%	-$59.3K	0.09%	174
2024 Q4	$223K	Sell	561 -50	-8%	-$28.4K	0.13%	172
2024 Q3	$357K	Buy	611 +2	+0.3%	+$1.13K	0.13%	137
2024 Q2	$311K	Buy	609 +80	+15%	+$39.2K	0.12%	141
2024 Q1	$262K	Buy	529 +1	+0.2%	+$508	0.15%	161
2023 Q4	$278K	Hold	528	–	–	0.18%	136
2023 Q3	$266K	Buy	528 +4	+0.8%	+$1.97K	0.2%	135
2023 Q2	$252K	Sell	524 -9	-2%	-$4.4K	0.19%	141
2023 Q1	$252K	Buy	533 +21	+4%	+$10.1K	0.15%	141
2022 Q4	$272K	Buy	+512	New	+$271K	0.23%	130
2022 Q1	$237K	Sell	465 -28	-6%	-$13.5K	0.15%	176
2021 Q4	$247K	Buy	+493	New	+$223K	0.15%	163
2021 Q3	–	Sell	-603	Closed	-$242K	–	233
2021 Q2	$242K	Buy	+603	New	+$240K	0.13%	191
2018 Q4	–	Sell	-7,024	Closed	-$1.87M	–	148
2018 Q3	$1.87M	Sell	7,024 -348	-5%	-$90.5K	1.84%	13
2018 Q2	$1.81M	Buy	+7,372	New	+$1.77M	1.63%	16
2015 Q1	–	Sell	-8,089	Closed	-$817K	–	106
2014 Q4	$817K	Buy	8,089 +994	+14%	+$94.2K	0.79%	36
2014 Q3	$611K	Buy	7,095 +1,278	+22%	+$108K	0.69%	36
2014 Q2	$475K	Buy	5,817 +1,206	+26%	+$94.9K	0.52%	35
2014 Q1	$377K	Buy	4,611 +1,588	+53%	+$120K	0.39%	39
2013 Q4	$228K	Buy	+3,023	New	+$217K	0.25%	47

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

Verity Asset Management's UNH Position: Q1 2026 in Review

Verity Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 925 shares — an estimated $305K sold.

Verity Asset Management first reported a position in UNH in Q4 2013 and held it in 21 quarters. The position peaked at $1.87M in Q3 2018. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Verity Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Verity Asset Management sold 925 UnitedHealth shares in Q1 2026, an estimated $305K.
Verity Asset Management first reported a position in UnitedHealth in Q4 2013 and held it in 21 quarters.
Verity Asset Management's UnitedHealth position peaked at $1.87M in Q3 2018.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.