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Wealthspire Advisors (New York)’s UnitedHealth UNH Stock Holding History

Wealthspire Advisors (New York)’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 		$3.39M Sell
12,511
-4,887
-28% -$1.46M 0.03% 207
2025
Q4 		$5.74M Buy
17,398
+5,777
+50% +$1.96M 0.05% 150
2025
Q3 		$4.01M Sell
11,621
-1,472
-11% -$445K 0.02% 184
2025
Q2 		$4.08M Sell
13,093
-1,014
-7% -$388K 0.02% 177
2025
Q1 		$7.39M Buy
14,107
+130
+0.9% +$66.5K 0.04% 137
2024
Q4 		$7.07M Buy
13,977
+614
+5% +$349K 0.07% 127
2024
Q3 		$7.81M Buy
13,363
+1,664
+14% +$941K 0.08% 120
2024
Q2 		$5.96M Sell
11,699
-531
-4% -$260K 0.08% 104
2024
Q1 		$6.05M Sell
12,230
-285
-2% -$145K 0.08% 104
2023
Q4 		$6.59M Buy
12,515
+222
+2% +$118K 0.09% 99
2023
Q3 		$6.2M Buy
12,293
+962
+8% +$473K 0.1% 95
2023
Q2 		$5.45M Sell
11,331
-134
-1% -$65.5K 0.09% 94
2023
Q1 		$5.42M Sell
11,465
-3,775
-25% -$1.82M 0.09% 91
2022
Q4 		$8.08M Buy
15,240
+4,740
+45% +$2.51M 0.15% 80
2022
Q3 		$5.3M Buy
10,500
+59
+0.6% +$31K 0.11% 87
2022
Q2 		$5.36M Buy
10,441
+2,682
+35% +$1.35M 0.11% 82
2022
Q1 		$3.96M Sell
7,759
-4,527
-37% -$2.18M 0.09% 87
2021
Q4 		$6.17M Sell
12,286
-828
-6% -$375K 0.14% 73
2021
Q3 		$5.12M Buy
13,114
+4,288
+49% +$1.78M 0.11% 95
2021
Q2 		$3.53M Sell
8,826
-14,875
-63% -$5.93M 0.09% 79
2021
Q1 		$8.82M Buy
23,701
+1,609
+7% +$558K 0.21% 62
2020
Q4 		$7.75M Buy
22,092
+11,327
+105% +$3.8M 0.23% 58
2020
Q3 		$3.36M Buy
10,765
+5,132
+91% +$1.58M 0.2% 61
2020
Q2 		$1.66M Sell
5,633
-17,546
-76% -$5.03M 0.12% 78
2020
Q1 		$5.78M Buy
23,179
+19,941
+616% +$5.49M 0.24% 61
2019
Q4 		$952K Buy
3,238
+616
+23% +$161K 0.07% 65
2019
Q3 		$570K Buy
+2,622
New +$633K 0.05% 78
2019
Q1 		– Sell
-747
Closed -$186K – 748
2018
Q4 		$186K Buy
+747
New +$197K 0.02% 69

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

Wealthspire Advisors (New York)'s UNH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its UnitedHealth (UNH) stake by 28% in Q1 2026, selling an estimated $1.46M and leaving 12,511 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #207.

Wealthspire Advisors (New York) first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $8.82M in Q1 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,511 shares of UnitedHealth worth $3.39M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,887 UnitedHealth shares in Q1 2026, an estimated $1.46M.
  • UnitedHealth made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #207 holding.
  • Wealthspire Advisors (New York) first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s UnitedHealth position peaked at $8.82M in Q1 2021.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.