Whalen Wealth Management’s UnitedHealth UNH Stock Holding History

Whalen 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	$1.42M	Buy	5,247 +1,472	+39%	+$438K	0.76%	32
2025 Q4	$1.25M	Buy	3,775 +1,450	+62%	+$491K	0.67%	38
2025 Q3	$803K	Buy	2,325 +936	+67%	+$283K	0.47%	50
2025 Q2	$433K	Buy	1,389 +18	+1%	+$6.88K	0.27%	111
2025 Q1	$718K	Sell	1,371 -1	-0.1%	-$511	0.48%	42
2024 Q4	$694K	Hold	1,372	–	–	0.48%	39
2024 Q3	$802K	Hold	1,372	–	–	0.57%	40
2024 Q2	$699K	Buy	1,372 +1	+0.1%	+$490	0.55%	37
2024 Q1	$678K	Hold	1,371	–	–	0.5%	37
2023 Q4	$722K	Buy	+1,371	New	+$731K	0.65%	37

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

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

Whalen Wealth Management increased its UnitedHealth (UNH) stake by 39% in Q1 2026, buying an estimated $438K and bringing the position to 5,247 shares worth $1.42M. The position accounts for 0.76% of the portfolio, ranked #32.

Whalen Wealth Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Whalen Wealth Management held 5,247 shares of UnitedHealth worth $1.42M as of Q1 2026.
Whalen Wealth Management bought 1,472 UnitedHealth shares in Q1 2026, an estimated $438K.
UnitedHealth made up 0.76% of Whalen Wealth Management's portfolio in Q1 2026, its #32 holding.
Whalen Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.