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WealthCollab’s UnitedHealth UNH Stock Holding History

WealthCollab’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 		$16.5K Buy
61
+16
+36% +$4.76K 0.01% 422
2025
Q4 		$14.9K Sell
45
-41
-48% -$13.9K 0.01% 463
2025
Q3 		$29.7K Sell
86
-8
-9% -$2.42K 0.01% 283
2025
Q2 		$29.3K Sell
94
-1
-1% -$382 0.02% 267
2025
Q1 		$49.8K Buy
95
+6
+7% +$3.07K 0.03% 163
2024
Q4 		$45K Sell
89
-63
-41% -$35.8K 0.03% 172
2024
Q3 		$88.9K Hold
152
– – 0.06% 113
2024
Q2 		$77.4K Hold
152
– – 0.06% 116
2024
Q1 		$75.2K Hold
152
– – 0.06% 114
2023
Q4 		$80K Buy
+152
New +$81.1K 0.06% 102

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

WealthCollab's UNH Position: Q1 2026 in Review

WealthCollab increased its UnitedHealth (UNH) stake by 36% in Q1 2026, buying an estimated $4.76K and bringing the position to 61 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #422.

WealthCollab first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $88.9K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • WealthCollab held 61 shares of UnitedHealth worth $16.5K as of Q1 2026.
  • WealthCollab bought 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
  • UnitedHealth made up 0.01% of WealthCollab's portfolio in Q1 2026, its #422 holding.
  • WealthCollab first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • WealthCollab's UnitedHealth position peaked at $88.9K in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.