WFI
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West Family Investments’s UnitedHealth UNH Stock Holding History

West Family Investments’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 		$267K Sell
985
-3,562
-78% -$1.06M 0.09% 198
2025
Q4 		$1.5M Buy
4,547
+919
+25% +$311K 0.35% 57
2025
Q3 		$1.25M Sell
3,628
-641
-15% -$194K 0.28% 75
2025
Q2 		$1.33M Buy
4,269
+445
+12% +$170K 0.35% 61
2025
Q1 		$2M Buy
3,824
+211
+6% +$108K 0.75% 21
2024
Q4 		$1.83M Sell
3,613
-526
-13% -$299K 0.64% 23
2024
Q3 		$2.42M Sell
4,139
-8,595
-67% -$4.86M 0.82% 19
2024
Q2 		$6.48M Sell
12,734
-319
-2% -$156K 1.94% 14
2024
Q1 		$6.46M Buy
13,053
+369
+3% +$188K 2% 13
2023
Q4 		$6.68M Buy
12,684
+287
+2% +$153K 2.26% 10
2023
Q3 		$6.25M Sell
12,397
-239
-2% -$118K 2.18% 10
2023
Q2 		$6.07M Sell
12,636
-161
-1% -$78.7K 2.36% 6
2023
Q1 		$6.05M Buy
12,797
+221
+2% +$107K 2.4% 11
2022
Q4 		$6.67M Buy
12,576
+234
+2% +$124K 2.28% 8
2022
Q3 		$6.23M Buy
12,342
+30
+0.2% +$15.8K 2.6% 5
2022
Q2 		$6.32M Buy
12,312
+69
+0.6% +$34.7K 2.49% 5
2022
Q1 		$6.24M Buy
12,243
+8
+0.1% +$3.86K 1.78% 11
2021
Q4 		$6.14M Sell
12,235
-357
-3% -$162K 1.68% 12
2021
Q3 		$4.92M Buy
12,592
+420
+3% +$174K 1.28% 16
2021
Q2 		$4.87M Buy
12,172
+2,808
+30% +$1.12M 1.32% 9
2021
Q1 		$3.48M Buy
9,364
+64
+0.7% +$22.2K 1.27% 22
2020
Q4 		$3.26K Buy
+9,300
New +$3.12M 0.99% 26
2019
Q1 		– Sell
-40,000
Closed -$9.96M – 95
2018
Q4 		$9.96M Hold
40,000
– – 2.58% 9
2018
Q3 		$10.6M Hold
40,000
– – 2.52% 8
2018
Q2 		$9.81M Hold
40,000
– – 2.42% 8
2018
Q1 		$8.56M Buy
+40,000
New +$9.14M 2.26% 11

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

West Family Investments's UNH Position: Q1 2026 in Review

West Family Investments reduced its UnitedHealth (UNH) stake by 78% in Q1 2026, selling an estimated $1.06M and leaving 985 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #198.

West Family Investments first reported a position in UNH in Q1 2018 and has held it in 26 quarters since. The position peaked at $10.6M in Q3 2018. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • West Family Investments held 985 shares of UnitedHealth worth $267K as of Q1 2026.
  • West Family Investments sold 3,562 UnitedHealth shares in Q1 2026, an estimated $1.06M.
  • UnitedHealth made up 0.09% of West Family Investments's portfolio in Q1 2026, its #198 holding.
  • West Family Investments first reported a position in UnitedHealth in Q1 2018 and has held it in 26 quarters since.
  • West Family Investments's UnitedHealth position peaked at $10.6M in Q3 2018.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.