WJWM
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Williams Jones Wealth Management’s UnitedHealth UNH Stock Holding History

Williams Jones 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 		$2.84M Sell
10,511
-334
-3% -$99.5K 0.03% 169
2025
Q4 		$3.58M Sell
10,845
-95
-0.9% -$32.2K 0.04% 151
2025
Q3 		$3.78M Sell
10,940
-527
-5% -$159K 0.04% 151
2025
Q2 		$3.58M Sell
11,467
-28,343
-71% -$10.8M 0.04% 155
2025
Q1 		$20.9M Sell
39,810
-13,894
-26% -$7.1M 0.27% 67
2024
Q4 		$27.2M Buy
53,704
+1,703
+3% +$968K 0.33% 57
2024
Q3 		$30.4M Sell
52,001
-665
-1% -$376K 0.36% 54
2024
Q2 		$26.8M Sell
52,666
-10,363
-16% -$5.08M 0.33% 57
2024
Q1 		$31.2M Sell
63,029
-5,736
-8% -$2.92M 0.4% 55
2023
Q4 		$36.2M Buy
68,765
+739
+1% +$394K 0.51% 42
2023
Q3 		$34.3M Sell
68,026
-1,589
-2% -$782K 0.53% 43
2023
Q2 		$33.5M Sell
69,615
-1,382
-2% -$676K 0.5% 45
2023
Q1 		$33.6M Buy
70,997
+1,968
+3% +$950K 0.53% 45
2022
Q4 		$36.6M Buy
69,029
+542
+0.8% +$287K 0.61% 38
2022
Q3 		$34.6M Sell
68,487
-2,338
-3% -$1.23M 0.6% 37
2022
Q2 		$36.4M Buy
70,825
+8,452
+14% +$4.24M 0.59% 38
2022
Q1 		$31.8M Buy
62,373
+1,103
+2% +$532K 0.44% 51
2021
Q4 		$30.8M Sell
61,270
-195
-0.3% -$88.3K 0.38% 56
2021
Q3 		$24M Buy
61,465
+717
+1% +$297K 0.34% 61
2021
Q2 		$24.3M Buy
60,748
+2,529
+4% +$1.01M 0.34% 60
2021
Q1 		$21.7M Buy
58,219
+23,333
+67% +$8.08M 0.34% 60
2020
Q4 		$12.2M Buy
34,886
+1,954
+6% +$655K 0.2% 80
2020
Q3 		$10.3M Buy
32,932
+5,136
+18% +$1.58M 0.19% 81
2020
Q2 		$8.2M Buy
27,796
+12,346
+80% +$3.54M 0.17% 87
2020
Q1 		$3.85M Sell
15,450
-1,513
-9% -$416K 0.1% 106
2019
Q4 		$4.99M Sell
16,963
-545
-3% -$143K 0.1% 118
2019
Q3 		$3.81M Buy
+17,508
New +$4.22M 0.08% 133

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Williams Jones Wealth Management's UNH Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $99.5K and leaving 10,511 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #169.

Williams Jones Wealth Management first reported a position in UNH in Q3 2019 and has held it in 27 quarters since. The position peaked at $36.6M in Q4 2022. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Williams Jones Wealth Management held 10,511 shares of UnitedHealth worth $2.84M as of Q1 2026.
  • Williams Jones Wealth Management sold 334 UnitedHealth shares in Q1 2026, an estimated $99.5K.
  • UnitedHealth made up 0.03% of Williams Jones Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Williams Jones Wealth Management first reported a position in UnitedHealth in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's UnitedHealth position peaked at $36.6M in Q4 2022.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.