WWM
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Western Wealth Management’s UnitedHealth UNH Stock Holding History

Western Wealth 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 		$3.73M Buy
13,769
+5,232
+61% +$1.56M 0.14% 144
2025
Q4 		$2.82M Sell
8,537
-5
-0.1% -$1.69K 0.13% 166
2025
Q3 		$2.95M Sell
8,542
-313
-4% -$94.7K 0.16% 127
2025
Q2 		$2.76M Buy
8,855
+299
+3% +$114K 0.16% 124
2025
Q1 		$4.48M Buy
8,556
+109
+1% +$55.7K 0.3% 74
2024
Q4 		$4.27M Sell
8,447
-3,313
-28% -$1.88M 0.28% 72
2024
Q3 		$6.88M Buy
11,760
+3,295
+39% +$1.86M 0.39% 49
2024
Q2 		$4.31M Buy
8,465
+179
+2% +$87.7K 0.32% 62
2024
Q1 		$4.1M Sell
8,286
-2,945
-26% -$1.5M 0.32% 64
2023
Q4 		$5.91M Sell
11,231
-44
-0.4% -$23.5K 0.43% 46
2023
Q3 		$5.68M Buy
11,275
+939
+9% +$462K 0.48% 38
2023
Q2 		$4.97M Buy
10,336
+278
+3% +$136K 0.42% 41
2023
Q1 		$4.75M Sell
10,058
-169
-2% -$81.6K 0.44% 43
2022
Q4 		$5.42M Sell
10,227
-6,820
-40% -$3.61M 0.55% 35
2022
Q3 		$8.74M Buy
17,047
+2,442
+17% +$1.28M 0.5% 37
2022
Q2 		$7.52M Buy
14,605
+1,431
+11% +$719K 0.43% 45
2022
Q1 		$6.72M Buy
13,174
+7,061
+116% +$3.41M 0.33% 64
2021
Q4 		$3.09M Buy
+6,113
New +$2.77M 0.3% 69
2021
Q2 		$3.05M Buy
7,622
+3,091
+68% +$1.23M 0.31% 69
2021
Q1 		$1.69M Sell
4,531
-2,244
-33% -$778K 0.23% 101
2020
Q4 		$2.38M Buy
6,775
+326
+5% +$109K 0.35% 65
2020
Q3 		$2.01M Buy
6,449
+239
+4% +$73.4K 0.33% 68
2020
Q2 		$1.83M Buy
6,210
+343
+6% +$98.3K 0.33% 69
2020
Q1 		$1.46M Buy
5,867
+325
+6% +$89.4K 0.33% 74
2019
Q4 		$1.63M Buy
5,542
+976
+21% +$255K 0.25% 94
2019
Q3 		$997K Buy
4,566
+303
+7% +$73.1K 0.21% 118
2019
Q2 		$1.04M Sell
4,263
-2,248
-35% -$541K 0.14% 128
2019
Q1 		$1.61M Buy
6,511
+333
+5% +$84.9K 0.36% 67
2018
Q4 		$1.53M Buy
+6,178
New +$1.63M 0.41% 53

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

Western Wealth Management's UNH Position: Q1 2026 in Review

Western Wealth Management increased its UnitedHealth (UNH) stake by 61% in Q1 2026, buying an estimated $1.56M and bringing the position to 13,769 shares worth $3.73M. The position accounts for 0.14% of the portfolio, ranked #144.

Western Wealth Management first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.74M in Q3 2022. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Western Wealth Management held 13,769 shares of UnitedHealth worth $3.73M as of Q1 2026.
  • Western Wealth Management bought 5,232 UnitedHealth shares in Q1 2026, an estimated $1.56M.
  • UnitedHealth made up 0.14% of Western Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Western Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's UnitedHealth position peaked at $8.74M in Q3 2022.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.