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Walsky Investment Management’s UnitedHealth UNH Stock Holding History

Walsky Investment 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
-2,639
Closed -$871K – 53
2025
Q4 		$871K Buy
+2,639
New +$894K 0.89% 35

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Walsky Investment Management's UNH Position: Q1 2026 in Review

Walsky Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,639 shares — an estimated $871K sold.

Walsky Investment Management first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $871K in Q4 2025. 3,044 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Walsky Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Walsky Investment Management sold 2,639 UnitedHealth shares in Q1 2026, an estimated $871K.
  • Walsky Investment Management first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
  • Walsky Investment Management's UnitedHealth position peaked at $871K in Q4 2025.
  • 3,044 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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