White Knight Strategic Wealth Advisors’s UnitedHealth UNH Stock Holding History

White Knight Strategic Wealth 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	-780	Closed	-$257K	–	95
2025 Q4	$257K	Buy	780 +35	+5%	+$11.9K	0.19%	81
2025 Q3	$257K	Buy	+745	New	+$225K	0.2%	75
2025 Q2	–	Sell	-1,168	Closed	-$612K	–	86
2025 Q1	$612K	Sell	1,168 -1,688	-59%	-$863K	0.56%	39
2024 Q4	$1.44M	Buy	2,856 +1,549	+119%	+$880K	0.6%	34
2024 Q3	$764K	Sell	1,307 -11	-0.8%	-$6.22K	0.69%	35
2024 Q2	$671K	Buy	1,318 +209	+19%	+$102K	0.67%	35
2024 Q1	$549K	Buy	1,109 +359	+48%	+$183K	0.57%	38
2023 Q4	$395K	Hold	750	–	–	0.45%	45
2023 Q3	$378K	Buy	+750	New	+$369K	0.5%	38

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

White Knight Strategic Wealth Advisors's UNH Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 780 shares — an estimated $257K sold.

White Knight Strategic Wealth Advisors first reported a position in UNH in Q3 2023 and held it in 9 quarters. The position peaked at $1.44M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

White Knight Strategic Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 780 UnitedHealth shares in Q1 2026, an estimated $257K.
White Knight Strategic Wealth Advisors first reported a position in UnitedHealth in Q3 2023 and held it in 9 quarters.
White Knight Strategic Wealth Advisors's UnitedHealth position peaked at $1.44M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.