Waterway Wealth Management’s UnitedHealth UNH Stock Holding History

Waterway Wealth 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	-1,000	Closed	-$330K	–	97
2025 Q4	$330K	Buy	+1,000	New	+$339K	0.07%	76
2025 Q2	–	Sell	-694	Closed	-$364K	–	98
2025 Q1	$364K	Buy	694 +63	+10%	+$32.2K	0.15%	60
2024 Q4	$319K	Buy	631 +60	+11%	+$34.1K	0.14%	62
2024 Q3	$334K	Buy	571 +41	+8%	+$23.2K	0.14%	54
2024 Q2	$270K	Buy	+530	New	+$260K	0.13%	51

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

Waterway Wealth Management's UNH Position: Q1 2026 in Review

Waterway Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,000 shares — an estimated $330K sold.

Waterway Wealth Management first reported a position in UNH in Q2 2024 and held it in 5 quarters. The position peaked at $364K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Waterway Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Waterway Wealth Management sold 1,000 UnitedHealth shares in Q1 2026, an estimated $330K.
Waterway Wealth Management first reported a position in UnitedHealth in Q2 2024 and held it in 5 quarters.
Waterway Wealth Management's UnitedHealth position peaked at $364K in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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