Wells Fargo’s UnitedHealth UNH Stock Holding History

Wells Fargo’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	$23.7M	Buy	87,500 +37,000	+73%	+$11M	﹤0.01%	1407
2025 Q4	$16.7M	Sell	50,500 -9,500	-16%	-$3.22M	﹤0.01%	1627
2025 Q3	$20.7M	Sell	60,000 -53,000	-47%	-$16M	﹤0.01%	1451
2025 Q2	$35.3M	Buy	+113,000	New	+$43.2M	0.01%	1044
2025 Q1	–	Sell	-35,700	Closed	-$18.1M	–	7278
2024 Q4	$18.1M	Buy	+35,700	New	+$20.3M	﹤0.01%	1423
2024 Q3	–	Sell	-3,400	Closed	-$1.73M	–	7087
2024 Q2	$1.73M	Buy	+3,400	New	+$1.67M	﹤0.01%	3096
2024 Q1	–	Sell	-900	Closed	-$474K	–	7716
2023 Q4	$474K	Hold	900	–	–	﹤0.01%	3909
2023 Q3	$454K	Hold	900	–	–	﹤0.01%	3846
2023 Q2	$433K	Sell	900 -4,000	-82%	-$1.96M	﹤0.01%	4051
2023 Q1	$2.32M	Buy	4,900 +4,300	+717%	+$2.08M	﹤0.01%	2742
2022 Q4	$318K	Buy	+600	New	+$318K	﹤0.01%	3912
2022 Q1	–	Sell	-1,200	Closed	-$603K	–	7850
2021 Q4	$603K	Buy	+1,200	New	+$543K	﹤0.01%	4515
2020 Q2	–	Sell	-1,600	Closed	-$9K	–	6853
2020 Q1	$9K	Sell	1,600 -4,000	-71%	-$1.1M	﹤0.01%	5770
2019 Q4	$283K	Hold	5,600	–	–	﹤0.01%	4761
2019 Q3	$22K	Sell	5,600 -3,100	-36%	-$748K	﹤0.01%	5787
2019 Q2	$12K	Buy	+8,700	New	+$2.09M	﹤0.01%	5886
2019 Q1	–	Sell	-7,100	Closed	-$6K	–	6466
2018 Q4	$6K	Buy	+7,100	New	+$1.88M	﹤0.01%	6053
2014 Q2	–	Sell	-200,000	Closed	-$1.55M	–	6290
2014 Q1	$1.55M	Buy	200,000 +139,300	+229%	+$10.5M	﹤0.01%	3165
2013 Q4	$268K	Buy	+60,700	New	+$4.36M	﹤0.01%	4107

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

Wells Fargo's UNH Position: Q1 2026 in Review

Wells Fargo increased its UnitedHealth (UNH) stake by 4% in Q1 2026, buying an estimated $38.6M and bringing the position to 3,356,316 shares worth $908M. The position accounts for 0.17% of the portfolio, ranked #122.

Wells Fargo first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.64B in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wells Fargo held 3,356,316 shares of UnitedHealth worth $908M as of Q1 2026.
Wells Fargo bought 129,526 UnitedHealth shares in Q1 2026, an estimated $38.6M.
UnitedHealth made up 0.17% of Wells Fargo's portfolio in Q1 2026, its #122 holding.
Wells Fargo first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's UnitedHealth position peaked at $4.64B in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.