Weaver Capital Management’s UnitedHealth UNH Stock Holding History

Weaver Capital Management’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	-3,495	Closed	-$1.15M	–	190
2025 Q4	$1.15M	Buy	3,495 +568	+19%	+$192K	0.24%	103
2025 Q3	$1.01M	Sell	2,927 -1,448	-33%	-$438K	0.22%	98
2025 Q2	$1.36M	Sell	4,375 -42	-1%	-$16.1K	0.33%	77
2025 Q1	$2.31M	Buy	4,417 +132	+3%	+$67.5K	0.61%	40
2024 Q4	$2.17M	Buy	4,285 +84	+2%	+$47.7K	0.61%	45
2024 Q3	$2.46M	Sell	4,201 -242	-5%	-$137K	0.73%	32
2024 Q2	$2.26M	Sell	4,443 -38	-0.8%	-$18.6K	0.73%	37
2024 Q1	$2.22M	Buy	4,481 +880	+24%	+$447K	0.76%	42
2023 Q4	$1.9M	Buy	+3,601	New	+$1.92M	0.75%	40

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Weaver Capital Management's UNH Position: Q1 2026 in Review

Weaver Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 3,495 shares — an estimated $1.15M sold.

Weaver Capital Management first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $2.46M in Q3 2024. 3,045 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Weaver Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Weaver Capital Management sold 3,495 UnitedHealth shares in Q1 2026, an estimated $1.15M.
Weaver Capital Management first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
Weaver Capital Management's UnitedHealth position peaked at $2.46M in Q3 2024.
3,045 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Weaver Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.