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Wealth Management Associates’s UnitedHealth UNH Stock Holding History

Wealth Management Associates’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 		$358K Buy
1,324
+4
+0.3% +$1.19K 0.12% 147
2025
Q4 		$436K Buy
1,320
+16
+1% +$5.42K 0.15% 128
2025
Q3 		$450K Buy
1,304
+573
+78% +$173K 0.16% 119
2025
Q2 		$228K Sell
731
-571
-44% -$218K 0.09% 198
2025
Q1 		$682K Sell
1,302
-93
-7% -$47.5K 0.29% 68
2024
Q4 		$705K Buy
1,395
+139
+11% +$79K 0.3% 66
2024
Q3 		$734K Buy
1,256
+199
+19% +$113K 0.32% 63
2024
Q2 		$538K Hold
1,057
– – 0.25% 81
2024
Q1 		$538K Sell
1,057
-549
-34% -$279K 0.25% 81
2023
Q4 		$846K Buy
1,606
+80
+5% +$42.7K 0.45% 56
2023
Q3 		$769K Sell
1,526
-592
-28% -$291K 0.45% 55
2023
Q2 		$1.02M Sell
2,118
-40
-2% -$19.6K 0.58% 41
2023
Q1 		$1.02M Buy
2,158
+16
+0.7% +$7.72K 0.63% 37
2022
Q4 		$1.14M Sell
2,142
-394
-16% -$209K 0.76% 32
2022
Q3 		$1.28M Buy
2,536
+168
+7% +$88.3K 0.9% 24
2022
Q2 		$1.22M Sell
2,368
-26
-1% -$13.1K 0.83% 25
2022
Q1 		$1.22M Buy
2,394
+255
+12% +$123K 0.69% 29
2021
Q4 		$1.07M Sell
2,139
-516
-19% -$234K 0.58% 37
2021
Q3 		$1.04M Buy
2,655
+174
+7% +$72.1K 0.61% 36
2021
Q2 		$993K Sell
2,481
-199
-7% -$79.3K 0.56% 38
2021
Q1 		$997K Sell
2,680
-16
-0.6% -$5.54K 0.63% 34
2020
Q4 		$945K Hold
2,696
– – 0.62% 35
2020
Q3 		$841K Sell
2,696
-10
-0.4% -$3.07K 0.65% 34
2020
Q2 		$798K Buy
2,706
+105
+4% +$30.1K 0.67% 35
2020
Q1 		$649K Buy
2,601
+61
+2% +$16.8K 0.66% 36
2019
Q4 		$747K Hold
2,540
– – 0.53% 43
2019
Q3 		$552K Buy
+2,540
New +$613K 0.44% 54

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wealth Management Associates increased its UnitedHealth (UNH) stake by 0.3% in Q1 2026, buying an estimated $1.19K and bringing the position to 1,324 shares worth $358K. The position accounts for 0.12% of the portfolio, ranked #147.

Wealth Management Associates first reported a position in UNH in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q3 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wealth Management Associates held 1,324 shares of UnitedHealth worth $358K as of Q1 2026.
  • Wealth Management Associates bought 4 UnitedHealth shares in Q1 2026, an estimated $1.19K.
  • UnitedHealth made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #147 holding.
  • Wealth Management Associates first reported a position in UnitedHealth in Q3 2019 and has held it in 27 quarters since.
  • Wealth Management Associates's UnitedHealth position peaked at $1.28M in Q3 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.