Wells Fargo’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-70,000
| Closed | -$23.1M | – | 7460 |
|
|
2025
Q4 | $23.1M | Sell |
70,000
-225,000
| -76% | -$76.2M | ﹤0.01% | 1400 |
|
|
2025
Q3 | $102M | Buy |
295,000
+268,800
| +1,026% | +$81.3M | 0.02% | 595 |
|
|
2025
Q2 | $8.17M | Buy |
26,200
+26,000
| +13,000% | +$9.94M | ﹤0.01% | 2075 |
|
|
2025
Q1 | $105K | Sell |
200
-90,000
| -100% | -$46M | ﹤0.01% | 5078 |
|
|
2024
Q4 | $45.6M | Buy |
90,200
+90,000
| +45,000% | +$51.1M | 0.01% | 858 |
|
|
2024
Q3 | $117K | Sell |
200
-3,000
| -94% | -$1.7M | ﹤0.01% | 4930 |
|
|
2024
Q2 | $1.63M | Sell |
3,200
-52,300
| -94% | -$25.6M | ﹤0.01% | 3139 |
|
|
2024
Q1 | $27.5M | Buy |
55,500
+41,200
| +288% | +$20.9M | 0.01% | 1043 |
|
|
2023
Q4 | $7.53M | Buy |
14,300
+10,200
| +249% | +$5.44M | ﹤0.01% | 1916 |
|
|
2023
Q3 | $2.07M | Sell |
4,100
-2,500
| -38% | -$1.23M | ﹤0.01% | 2790 |
|
|
2023
Q2 | $3.17M | Sell |
6,600
-100
| -1% | -$48.9K | ﹤0.01% | 2521 |
|
|
2023
Q1 | $3.17M | Buy |
6,700
+5,500
| +458% | +$2.65M | ﹤0.01% | 2473 |
|
|
2022
Q4 | $636K | Buy |
+1,200
| New | +$636K | ﹤0.01% | 3500 |
|
|
2021
Q3 | – | Sell |
-27,500
| Closed | -$11M | – | 7548 |
|
|
2021
Q2 | $11M | Buy |
+27,500
| New | +$11M | ﹤0.01% | 2149 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$7K | – | 7045 |
|
|
2020
Q3 | $7K | Buy |
+1,500
| New | +$461K | ﹤0.01% | 5965 |
|
|
2020
Q2 | – | Sell |
-1,800
| Closed | -$3K | – | 6854 |
|
|
2020
Q1 | $3K | Buy |
+1,800
| New | +$495K | ﹤0.01% | 5955 |
|
|
2019
Q4 | – | Sell |
-35,000
| Closed | -$100K | – | 6760 |
|
|
2019
Q3 | $100K | Buy |
35,000
+10,000
| +40% | +$2.41M | ﹤0.01% | 5317 |
|
|
2019
Q2 | $134K | Buy |
+25,000
| New | +$6.01M | ﹤0.01% | 5178 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$5K | – | 6467 |
|
|
2018
Q4 | $5K | Buy |
1,200
+800
| +200% | +$211K | ﹤0.01% | 6080 |
|
|
2018
Q3 | $1K | Buy |
+400
| New | +$104K | ﹤0.01% | 6326 |
|
|
2018
Q2 | – | Sell |
-50,000
| Closed | -$186K | – | 6588 |
|
|
2018
Q1 | $186K | Hold |
50,000
| – | – | ﹤0.01% | 5022 |
|
|
2017
Q4 | $183K | Sell |
50,000
-400
| -0.8% | -$84.8K | ﹤0.01% | 5003 |
|
|
2017
Q3 | $608K | Buy |
50,400
+35,900
| +248% | +$6.94M | ﹤0.01% | 4203 |
|
|
2017
Q2 | $105K | Buy |
+14,500
| New | +$2.54M | ﹤0.01% | 5150 |
|
|
2017
Q1 | – | Sell |
-20
| Closed | -$5K | – | 6514 |
|
|
2016
Q4 | $5K | Buy |
+20
| New | +$2.99K | ﹤0.01% | 5960 |
|
|
2015
Q3 | – | Sell |
-100
| Closed | -$1K | – | 6457 |
|
|
2015
Q2 | $1K | Buy |
+100
| New | +$11.8K | ﹤0.01% | 6261 |
|
|
2013
Q4 | – | Sell |
-30,000
| Closed | -$1K | – | 5934 |
|
|
2013
Q3 | $1K | Hold |
30,000
| – | – | ﹤0.01% | 5543 |
|
|
2013
Q2 | $3K | Buy |
+30,000
| New | +$1.87M | ﹤0.01% | 5325 |
|
Other funds holding UNH
VCM
VPM
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.