Westshore Wealth’s UnitedHealth UNH Stock Holding History

Westshore Wealth’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	$201K	Buy	741 +134	+22%	+$39.9K	0.07%	98
2025 Q4	$200K	Sell	607 -79	-12%	-$26.8K	0.07%	101
2025 Q3	$237K	Sell	686 -55	-7%	-$16.6K	0.08%	86
2025 Q2	$231K	Hold	741	–	–	0.09%	82
2025 Q1	$388K	Buy	741 +1	+0.1%	+$511	0.16%	56
2024 Q4	$375K	Hold	740	–	–	0.15%	55
2024 Q3	$433K	Hold	740	–	–	0.18%	46
2024 Q2	$377K	Hold	740	–	–	0.16%	47
2024 Q1	$366K	Buy	740 +1	+0.1%	+$508	0.15%	52
2023 Q4	$389K	Sell	739 -29	-4%	-$15.5K	0.18%	45
2023 Q3	$387K	Buy	768 +17	+2%	+$8.37K	0.22%	38
2023 Q2	$361K	Hold	751	–	–	0.18%	49
2023 Q1	$355K	Buy	751 +1	+0.1%	+$483	0.19%	56
2022 Q4	$398K	Hold	750	–	–	0.23%	53
2022 Q3	$379K	Hold	750	–	–	0.26%	41
2022 Q2	$385K	Hold	750	–	–	0.25%	47
2022 Q1	$382K	Buy	750 +67	+10%	+$32.3K	0.26%	50
2021 Q4	$343K	Hold	683	–	–	0.24%	57
2021 Q3	$267K	Sell	683 -1,512	-69%	-$626K	0.22%	65
2021 Q2	$879K	Buy	2,195 +200	+10%	+$79.7K	0.45%	41
2021 Q1	$742K	Buy	+1,995	New	+$691K	0.42%	39

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

Westshore Wealth's UNH Position: Q1 2026 in Review

Westshore Wealth increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $39.9K and bringing the position to 741 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #98.

Westshore Wealth first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $879K in Q2 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Westshore Wealth held 741 shares of UnitedHealth worth $201K as of Q1 2026.
Westshore Wealth bought 134 UnitedHealth shares in Q1 2026, an estimated $39.9K.
UnitedHealth made up 0.07% of Westshore Wealth's portfolio in Q1 2026, its #98 holding.
Westshore Wealth first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
Westshore Wealth's UnitedHealth position peaked at $879K in Q2 2021.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.