Wallace Capital Management’s UnitedHealth UNH Stock Holding History

Wallace Capital 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	$573K	Sell	2,119 -45	-2%	-$13.4K	0.07%	48
2025 Q4	$714K	Buy	2,164 +45	+2%	+$15.3K	0.09%	44
2025 Q3	$732K	Hold	2,119	–	–	0.09%	43
2025 Q2	$661K	Hold	2,119	–	–	0.09%	42
2025 Q1	$1.11M	Hold	2,119	–	–	0.14%	39
2024 Q4	$1.07M	Hold	2,119	–	–	0.15%	38
2024 Q3	$1.24M	Buy	2,119 +19	+0.9%	+$10.7K	0.17%	37
2024 Q2	$1.07M	Hold	2,100	–	–	0.16%	40
2024 Q1	$1.04M	Hold	2,100	–	–	0.14%	41
2023 Q4	$1.11M	Hold	2,100	–	–	0.16%	38
2023 Q3	$1.06M	Sell	2,100 -50	-2%	-$24.6K	0.16%	39
2023 Q2	$1.03M	Buy	+2,150	New	+$1.05M	0.16%	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

Wallace Capital Management's UNH Position: Q1 2026 in Review

Wallace Capital Management reduced its UnitedHealth (UNH) stake by 2.1% in Q1 2026, selling an estimated $13.4K and leaving 2,119 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #48.

Wallace Capital Management first reported a position in UNH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wallace Capital Management held 2,119 shares of UnitedHealth worth $573K as of Q1 2026.
Wallace Capital Management sold 45 UnitedHealth shares in Q1 2026, an estimated $13.4K.
UnitedHealth made up 0.07% of Wallace Capital Management's portfolio in Q1 2026, its #48 holding.
Wallace Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 12 quarters since.
Wallace Capital Management's UnitedHealth position peaked at $1.24M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wallace Capital Management's 13F filing for Q1 2026, filed 15 May 2026.