ViaWealth’s UnitedHealth UNH Stock Holding History

ViaWealth’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	$1.99M	Buy	7,357 +278	+4%	+$82.8K	1.11%	24
2025 Q4	$2.34M	Sell	7,079 -258	-4%	-$87.4K	1.31%	16
2025 Q3	$2.53M	Sell	7,337 -80	-1%	-$24.2K	1.38%	15
2025 Q2	$2.31M	Sell	7,417 -582	-7%	-$222K	1.37%	15
2025 Q1	$4.19M	Buy	7,999 +757	+10%	+$387K	2.59%	8
2024 Q4	$3.66M	Sell	7,242 -136	-2%	-$77.3K	2.21%	10
2024 Q3	$4.31M	Sell	7,378 -646	-8%	-$365K	2.51%	7
2024 Q2	$4.09M	Sell	8,024 -264	-3%	-$129K	2.53%	5
2024 Q1	$4.1M	Sell	8,288 -174	-2%	-$88.5K	2.56%	5
2023 Q4	$4.46M	Sell	8,462 -1,014	-11%	-$541K	3.06%	4
2023 Q3	$4.78M	Buy	9,476 +173	+2%	+$85.1K	3.51%	1
2023 Q2	$4.47M	Buy	9,303 +102	+1%	+$49.9K	3.34%	3
2023 Q1	$4.35M	Buy	9,201 +126	+1%	+$60.8K	3.45%	2
2022 Q4	$4.45M	Buy	+9,075	New	+$4.81M	3.66%	1

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

ViaWealth's UNH Position: Q1 2026 in Review

ViaWealth increased its UnitedHealth (UNH) stake by 3.9% in Q1 2026, buying an estimated $82.8K and bringing the position to 7,357 shares worth $1.99M. The position accounts for 1.11% of the portfolio, ranked #24.

ViaWealth first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.78M in Q3 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

ViaWealth held 7,357 shares of UnitedHealth worth $1.99M as of Q1 2026.
ViaWealth bought 278 UnitedHealth shares in Q1 2026, an estimated $82.8K.
UnitedHealth made up 1.11% of ViaWealth's portfolio in Q1 2026, its #24 holding.
ViaWealth first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
ViaWealth's UnitedHealth position peaked at $4.78M in Q3 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.