WAM
UNH icon

Weinberger Asset Management’s UnitedHealth UNH Stock Holding History

Weinberger Asset 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 		$502K Sell
1,855
-13
-0.7% -$3.87K 0.19% 67
2025
Q4 		$617K Sell
1,868
-263
-12% -$89.1K 0.22% 56
2025
Q3 		$736K Buy
2,131
+67
+3% +$20.3K 0.27% 50
2025
Q2 		$644K Sell
2,064
-133
-6% -$50.8K 0.25% 54
2025
Q1 		$1.15M Sell
2,197
-23
-1% -$11.8K 0.49% 40
2024
Q4 		$1.12M Sell
2,220
-16
-0.7% -$9.09K 0.47% 40
2024
Q3 		$1.31M Buy
2,236
+21
+0.9% +$11.9K 0.56% 37
2024
Q2 		$1.13M Buy
2,215
+7
+0.3% +$3.43K 0.53% 37
2024
Q1 		$1.09M Sell
2,208
-165
-7% -$83.9K 0.53% 38
2023
Q4 		$1.25M Buy
2,373
+17
+0.7% +$9.07K 0.64% 36
2023
Q3 		$1.19M Sell
2,356
-52
-2% -$25.6K 0.68% 32
2023
Q2 		$1.16M Sell
2,408
-9
-0.4% -$4.4K 0.64% 33
2023
Q1 		$1.14M Buy
2,417
+4
+0.2% +$1.93K 0.66% 31
2022
Q4 		$1.28M Buy
2,413
+10
+0.4% +$5.3K 0.79% 29
2022
Q3 		$1.21M Buy
2,403
+7
+0.3% +$3.68K 0.84% 27
2022
Q2 		$1.23M Buy
2,396
+8
+0.3% +$4.02K 0.81% 28
2022
Q1 		$1.22M Buy
2,388
+23
+1% +$11.1K 1.04% 21
2021
Q4 		$1.19M Buy
+2,365
New +$1.07M 0.97% 22

Other funds holding UNH

BlackRock
BlackRock New York $5.7T 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 $1.47T 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