West Wealth Group’s UnitedHealth UNH Stock Holding History

West Wealth Group’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	$218K	Buy	806 +100	+14%	+$29.8K	0.04%	126
2025 Q4	$233K	Sell	706 -87	-11%	-$29.5K	0.05%	115
2025 Q3	$287K	Buy	+793	New	+$240K	0.06%	96
2025 Q2	–	Sell	-882	Closed	-$462K	–	120
2025 Q1	$462K	Buy	882 +27	+3%	+$13.8K	0.14%	55
2024 Q4	$433K	Buy	855 +10	+1%	+$5.68K	0.13%	54
2024 Q3	$494K	Buy	845 +15	+2%	+$8.48K	0.16%	48
2024 Q2	$423K	Buy	830 +16	+2%	+$7.84K	0.15%	54
2024 Q1	$403K	Buy	814 +2	+0.2%	+$1.02K	0.15%	53
2023 Q4	$428K	Sell	812 -6	-0.7%	-$3.2K	0.17%	49
2023 Q3	$412K	Buy	818 +222	+37%	+$109K	0.18%	47
2023 Q2	$286K	Buy	596 +1	+0.2%	+$489	0.12%	52
2023 Q1	$281K	Buy	+595	New	+$287K	0.13%	47

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

West Wealth Group's UNH Position: Q1 2026 in Review

West Wealth Group increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $29.8K and bringing the position to 806 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #126.

West Wealth Group first reported a position in UNH in Q1 2023 and has held it in 12 quarters since. The position peaked at $494K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

West Wealth Group held 806 shares of UnitedHealth worth $218K as of Q1 2026.
West Wealth Group bought 100 UnitedHealth shares in Q1 2026, an estimated $29.8K.
UnitedHealth made up 0.04% of West Wealth Group's portfolio in Q1 2026, its #126 holding.
West Wealth Group first reported a position in UnitedHealth in Q1 2023 and has held it in 12 quarters since.
West Wealth Group's UnitedHealth position peaked at $494K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.