Weiss Asset Management’s UnitedHealth UNH Stock Holding History

Weiss 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	–	Sell	-28,931	Closed	-$9.55M	–	796
2025 Q4	$9.55M	Buy	+28,931	New	+$9.8M	0.13%	135
2025 Q3	–	Sell	-21,210	Closed	-$6.62M	–	788
2025 Q2	$6.62M	Buy	+21,210	New	+$8.11M	0.08%	145
2025 Q1	–	Sell	-6,283	Closed	-$3.18M	–	674
2024 Q4	$3.18M	Buy	+6,283	New	+$3.57M	0.06%	262
2022 Q4	–	Sell	-10,301	Closed	-$5.2M	–	656
2022 Q3	$5.2M	Buy	+10,301	New	+$5.42M	0.13%	219
2021 Q3	–	Sell	-35,722	Closed	-$14.3M	–	611
2021 Q2	$14.3M	Buy	+35,722	New	+$14.2M	0.36%	76
2020 Q1	–	Sell	-842	Closed	-$248K	–	317
2019 Q4	$248K	Sell	842 -374	-31%	-$97.8K	0.02%	209
2019 Q3	$264K	Buy	+1,216	New	+$293K	0.02%	224
2019 Q2	–	Sell	-839	Closed	-$207K	–	405
2019 Q1	$207K	Buy	+839	New	+$214K	0.02%	195

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Weiss Asset Management's UNH Position: Q1 2026 in Review

Weiss Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 28,931 shares — an estimated $9.55M sold.

Weiss Asset Management first reported a position in UNH in Q1 2019 and held it in 8 quarters. The position peaked at $14.3M in Q2 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Weiss Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Weiss Asset Management sold 28,931 UnitedHealth shares in Q1 2026, an estimated $9.55M.
Weiss Asset Management first reported a position in UnitedHealth in Q1 2019 and held it in 8 quarters.
Weiss Asset Management's UnitedHealth position peaked at $14.3M in Q2 2021.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.