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Westfuller Advisors’s UnitedHealth UNH Stock Holding History

Westfuller Advisors’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 		$42.9K Sell
159
-16
-9% -$4.76K 0.02% 289
2025
Q4 		$57.7K Sell
175
-3
-2% -$1.02K 0.02% 282
2025
Q3 		$61.5K Buy
+178
New +$53.8K 0.03% 268

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

Westfuller Advisors's UNH Position: Q1 2026 in Review

Westfuller Advisors reduced its UnitedHealth (UNH) stake by 9.1% in Q1 2026, selling an estimated $4.76K and leaving 159 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #289.

Westfuller Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $61.5K in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Westfuller Advisors held 159 shares of UnitedHealth worth $42.9K as of Q1 2026.
  • Westfuller Advisors sold 16 UnitedHealth shares in Q1 2026, an estimated $4.76K.
  • UnitedHealth made up 0.02% of Westfuller Advisors's portfolio in Q1 2026, its #289 holding.
  • Westfuller Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's UnitedHealth position peaked at $61.5K in Q3 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.