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Wellington Shields & Co’s UnitedHealth UNH Stock Holding History

Wellington Shields & Co’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 		$923K Buy
3,412
+1,432
+72% +$426K 0.24% 95
2025
Q4 		$654K Buy
1,980
+1,044
+112% +$354K 0.16% 117
2025
Q3 		$323K Buy
936
+575
+159% +$174K 0.08% 181
2025
Q2 		$113K Buy
361
+66
+22% +$25.2K 0.03% 252
2025
Q1 		$155K Buy
295
+54
+22% +$27.6K 0.05% 225
2024
Q4 		$122K Buy
241
+36
+18% +$20.5K 0.04% 237
2024
Q3 		$120K Sell
205
-33
-14% -$18.7K 0.04% 251
2024
Q2 		$121K Sell
238
-214
-47% -$105K 0.04% 244
2024
Q1 		$224K Sell
452
-166
-27% -$84.4K 0.07% 199
2023
Q4 		$325K Hold
618
– – 0.12% 154
2023
Q3 		$312K Sell
618
-232
-27% -$114K 0.08% 153
2023
Q2 		$409K Buy
850
+24
+3% +$11.7K 0.1% 128
2023
Q1 		$390K Sell
826
-256
-24% -$124K 0.09% 136
2022
Q4 		$574K Buy
1,082
+322
+42% +$171K 0.13% 106
2022
Q3 		$384K Buy
760
+230
+43% +$121K 0.17% 125
2022
Q2 		$272K Buy
530
+130
+33% +$65.3K 0.07% 160
2022
Q1 		$204K Hold
400
– – 0.07% 207
2021
Q4 		$201K Buy
+400
New +$181K 0.04% 216

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

Wellington Shields & Co's UNH Position: Q1 2026 in Review

Wellington Shields & Co increased its UnitedHealth (UNH) stake by 72% in Q1 2026, buying an estimated $426K and bringing the position to 3,412 shares worth $923K. The position accounts for 0.24% of the portfolio, ranked #95.

Wellington Shields & Co first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wellington Shields & Co held 3,412 shares of UnitedHealth worth $923K as of Q1 2026.
  • Wellington Shields & Co bought 1,432 UnitedHealth shares in Q1 2026, an estimated $426K.
  • UnitedHealth made up 0.24% of Wellington Shields & Co's portfolio in Q1 2026, its #95 holding.
  • Wellington Shields & Co first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.