Wealth Watch Advisors’s UnitedHealth UNH Stock Holding History

Wealth Watch Advisors’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	-354	Closed	-$117K	–	829
2025 Q4	$117K	Sell	354 -12	-3%	-$4.07K	0.04%	129
2025 Q3	$126K	Buy	+366	New	+$111K	0.05%	111
2025 Q2	–	Sell	-387	Closed	-$204K	–	105
2025 Q1	$204K	Sell	387 -116	-23%	-$59.3K	0.17%	66
2024 Q4	$244K	Buy	+503	New	+$286K	0.15%	68

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

Wealth Watch Advisors's UNH Position: Q1 2026 in Review

Wealth Watch Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 354 shares — an estimated $117K sold.

Wealth Watch Advisors first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q4 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wealth Watch Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 354 UnitedHealth shares in Q1 2026, an estimated $117K.
Wealth Watch Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
Wealth Watch Advisors's UnitedHealth position peaked at $244K in Q4 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.