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Westbourne Investments’s UnitedHealth UNH Stock Holding History

Westbourne 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 		– Sell
-11,355
Closed -$3.75M – 161
2025
Q4 		$3.75M Sell
11,355
-305
-3% -$103K 1.74% 15
2025
Q3 		$3.98M Buy
+11,660
New +$3.53M 1.9% 13
2025
Q2 		– Sell
-815
Closed -$427K – 165
2025
Q1 		$427K Sell
815
-50
-6% -$25.6K 0.26% 81
2024
Q4 		$438K Buy
+865
New +$491K 0.26% 79

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

Westbourne Investments's UNH Position: Q1 2026 in Review

Westbourne Investments sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 11,355 shares — an estimated $3.75M sold.

Westbourne Investments first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $3.98M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Westbourne Investments reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Westbourne Investments sold 11,355 UnitedHealth shares in Q1 2026, an estimated $3.75M.
  • Westbourne Investments first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
  • Westbourne Investments's UnitedHealth position peaked at $3.98M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.