Wagner Wealth Management (South Carolina)’s UnitedHealth UNH Stock Holding History

Wagner Wealth Management (South Carolina)’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	-773	Closed	-$255K	–	281
2025 Q4	$255K	Buy	+773	New	+$262K	0.05%	115
2022 Q4	–	Sell	-141	Closed	-$71K	–	668
2022 Q3	$71K	Sell	141 -50	-26%	-$26.3K	0.05%	175
2022 Q2	$98K	Buy	+191	New	+$95.9K	0.08%	149
2022 Q1	–	Sell	-77	Closed	-$39K	–	629
2021 Q4	$39K	Buy	77 +11	+17%	+$4.98K	0.03%	288
2021 Q3	$30K	Buy	66 +11	+20%	+$4.56K	0.02%	320
2021 Q2	$22K	Hold	55	–	–	0.02%	374
2021 Q1	$20K	Buy	+55	New	+$19.1K	0.02%	364
2018 Q3	$63K	Buy	237 +137	+137%	+$35.6K	0.04%	235
2018 Q2	$25K	Buy	+100	New	+$24K	0.02%	296

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s UNH Position: Q1 2026 in Review

Wagner Wealth Management (South Carolina) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 773 shares — an estimated $255K sold.

Wagner Wealth Management (South Carolina) first reported a position in UNH in Q2 2018 and held it in 9 quarters. The position peaked at $255K in Q4 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wagner Wealth Management (South Carolina) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 773 UnitedHealth shares in Q1 2026, an estimated $255K.
Wagner Wealth Management (South Carolina) first reported a position in UnitedHealth in Q2 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s UnitedHealth position peaked at $255K in Q4 2025.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2026, filed 24 Apr 2026.