Wetzel Investment Advisors’s UnitedHealth UNH Stock Holding History

Wetzel Investment 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	–	Sell	-748	Closed	-$247K	–	136
2025 Q4	$247K	Sell	748 -1	-0.1%	-$339	0.1%	118
2025 Q3	$259K	Sell	749 -50	-6%	-$15.1K	0.11%	109
2025 Q2	$249K	Buy	799 +102	+15%	+$39K	0.11%	105
2025 Q1	$365K	Buy	697 +8	+1%	+$4.09K	0.18%	81
2024 Q4	$349K	Buy	689 +32	+5%	+$18.2K	0.17%	81
2024 Q3	$384K	Buy	657 +155	+31%	+$87.7K	0.19%	79
2024 Q2	$248K	Sell	502 -153	-23%	-$75K	0.14%	101
2024 Q1	$323K	Buy	655 +18	+3%	+$9.15K	0.19%	80
2023 Q4	$335K	Buy	+637	New	+$340K	0.21%	77

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

Wetzel Investment Advisors's UNH Position: Q1 2026 in Review

Wetzel Investment Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 748 shares — an estimated $247K sold.

Wetzel Investment Advisors first reported a position in UNH in Q4 2023 and held it in 9 quarters. The position peaked at $384K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Wetzel Investment Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Wetzel Investment Advisors sold 748 UnitedHealth shares in Q1 2026, an estimated $247K.
Wetzel Investment Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 9 quarters.
Wetzel Investment Advisors's UnitedHealth position peaked at $384K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.