WFA of San Diego’s UnitedHealth UNH Stock Holding History

WFA of San Diego’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	$14.1K	Hold	52	–	–	0.01%	279
2025 Q4	$17.2K	Sell	52 -400	-88%	-$136K	0.01%	274
2025 Q3	$156K	Sell	452 -34	-7%	-$10.3K	0.11%	112
2025 Q2	$152K	Buy	+486	New	+$186K	0.11%	109
2024 Q3	$270K	Sell	461 -10	-2%	-$5.66K	0.23%	81
2024 Q2	$240K	Buy	+471	New	+$231K	0.21%	82
2023 Q3	$35.8K	Sell	71 -10	-12%	-$4.92K	0.04%	197
2023 Q2	$38.9K	Buy	+81	New	+$39.6K	0.04%	192
2023 Q1	–	Sell	-79	Closed	-$41.9K	–	396
2022 Q4	$41.9K	Buy	+79	New	+$41.8K	0.03%	208
2022 Q3	–	Sell	-79	Closed	-$41K	–	373
2022 Q2	$41K	Buy	+79	New	+$39.7K	0.04%	173
2021 Q1	–	Sell	-99	Closed	-$350	–	124
2020 Q4	$350	Buy	+99	New	+$33.2K	0.09%	22
2020 Q3	–	Sell	-810	Closed	-$242K	–	233
2020 Q2	$242K	Buy	+810	New	+$232K	0.06%	227

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

WFA of San Diego's UNH Position: Q1 2026 in Review

WFA of San Diego held its UnitedHealth (UNH) position steady in Q1 2026 at 52 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #279.

WFA of San Diego first reported a position in UNH in Q2 2020 and has held it in 12 quarters since. The position peaked at $270K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

WFA of San Diego held 52 shares of UnitedHealth worth $14.1K as of Q1 2026.
WFA of San Diego left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #279 holding.
WFA of San Diego first reported a position in UnitedHealth in Q2 2020 and has held it in 12 quarters since.
WFA of San Diego's UnitedHealth position peaked at $270K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.