Wealthfront Advisers
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Wealthfront Advisers’s UnitedHealth UNH Stock Holding History

Wealthfront Advisers’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 		$26.7M Buy
98,804
+2,580
+3% +$768K 0.06% 112
2025
Q4 		$31.8M Buy
96,224
+5,637
+6% +$1.91M 0.07% 92
2025
Q3 		$31.3M Buy
90,587
+27,941
+45% +$8.45M 0.07% 88
2025
Q2 		$19.5M Sell
62,646
-18,862
-23% -$7.21M 0.05% 120
2025
Q1 		$42.7M Buy
81,508
+4,239
+5% +$2.17M 0.11% 61
2024
Q4 		$39.1M Buy
77,269
+6,941
+10% +$3.94M 0.11% 63
2024
Q3 		$41.1M Buy
70,328
+7,386
+12% +$4.18M 0.13% 58
2024
Q2 		$32.1M Sell
62,942
-6,012
-9% -$2.95M 0.11% 61
2024
Q1 		$34.1M Sell
68,954
-7,493
-10% -$3.81M 0.12% 58
2023
Q4 		$40.2M Buy
76,447
+9,587
+14% +$5.11M 0.15% 47
2023
Q3 		$33.7M Sell
66,860
-2,270
-3% -$1.12M 0.15% 52
2023
Q2 		$33.2M Sell
69,130
-3,749
-5% -$1.83M 0.14% 51
2023
Q1 		$34.4M Sell
72,879
-19,211
-21% -$9.27M 0.16% 41
2022
Q4 		$48.8M Sell
92,090
-4,889
-5% -$2.59M 0.24% 26
2022
Q3 		$49M Buy
96,979
+13,000
+15% +$6.84M 0.26% 27
2022
Q2 		$43.1M Sell
83,979
-599
-0.7% -$301K 0.22% 29
2022
Q1 		$43.1M Buy
84,578
+12,315
+17% +$5.94M 0.19% 29
2021
Q4 		$36.3M Buy
72,263
+4,768
+7% +$2.16M 0.15% 31
2021
Q3 		$26.4M Buy
67,495
+3,033
+5% +$1.26M 0.12% 33
2021
Q2 		$25.8M Buy
64,462
+999
+2% +$398K 0.12% 31
2021
Q1 		$23.6M Buy
63,463
+3,161
+5% +$1.1M 0.13% 30
2020
Q4 		$21.1M Buy
60,302
+2,542
+4% +$852K 0.13% 30
2020
Q3 		$18M Sell
57,760
-708
-1% -$217K 0.13% 33
2020
Q2 		$17.2M Buy
58,468
+3,334
+6% +$955K 0.13% 31
2020
Q1 		$13.7M Buy
55,134
+6,808
+14% +$1.87M 0.12% 34
2019
Q4 		$14.2M Buy
48,326
+10,647
+28% +$2.79M 0.11% 35
2019
Q3 		$8.19M Sell
37,679
-6,325
-14% -$1.53M 0.07% 52
2019
Q2 		$10.7M Sell
44,004
-2,228
-5% -$536K 0.09% 39
2019
Q1 		$11.4M Sell
46,232
-5,584
-11% -$1.42M 0.11% 37
2018
Q4 		$12.9M Buy
+51,816
New +$13.7M 0.14% 31

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

Wealthfront Advisers's UNH Position: Q1 2026 in Review

Wealthfront Advisers increased its UnitedHealth (UNH) stake by 2.7% in Q1 2026, buying an estimated $768K and bringing the position to 98,804 shares worth $26.7M. The position accounts for 0.06% of the portfolio, ranked #112.

Wealthfront Advisers first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $49M in Q3 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wealthfront Advisers held 98,804 shares of UnitedHealth worth $26.7M as of Q1 2026.
  • Wealthfront Advisers bought 2,580 UnitedHealth shares in Q1 2026, an estimated $768K.
  • UnitedHealth made up 0.06% of Wealthfront Advisers's portfolio in Q1 2026, its #112 holding.
  • Wealthfront Advisers first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's UnitedHealth position peaked at $49M in Q3 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.