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Westend Capital Management’s UnitedHealth UNH Stock Holding History

Westend Capital Management’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
-19
Closed -$6.27K – 279
2025
Q4 		$6.27K Hold
19
– – ﹤0.01% 184
2025
Q3 		$6.56K Hold
19
– – ﹤0.01% 170
2025
Q2 		$5.93K Hold
19
– – ﹤0.01% 158
2025
Q1 		$9.95K Hold
19
– – ﹤0.01% 117
2024
Q4 		$9.61K Hold
19
– – ﹤0.01% 122
2024
Q3 		$11.1K Hold
19
– – ﹤0.01% 118
2024
Q2 		$9.4K Sell
19
-29
-60% -$14.2K ﹤0.01% 107
2024
Q1 		$23.7K Buy
+48
New +$24.4K 0.01% 90

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

Westend Capital Management's UNH Position: Q1 2026 in Review

Westend Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 19 shares — an estimated $6.27K sold.

Westend Capital Management first reported a position in UNH in Q1 2024 and held it in 8 quarters. The position peaked at $23.7K in Q1 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Westend Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Westend Capital Management sold 19 UnitedHealth shares in Q1 2026, an estimated $6.27K.
  • Westend Capital Management first reported a position in UnitedHealth in Q1 2024 and held it in 8 quarters.
  • Westend Capital Management's UnitedHealth position peaked at $23.7K in Q1 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.