Willner & Heller’s UnitedHealth UNH Stock Holding History

Willner & Heller’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	-1,984	Closed	-$655K	–	172
2025 Q4	$655K	Sell	1,984 -58	-3%	-$19.7K	0.47%	63
2025 Q3	$705K	Sell	2,042 -255	-11%	-$77.1K	0.54%	56
2025 Q2	$717K	Sell	2,297 -1,313	-36%	-$502K	0.6%	51
2025 Q1	$1.89M	Sell	3,610 -110	-3%	-$56.2K	1.75%	8
2024 Q4	$1.88M	Buy	3,720 +10	+0.3%	+$5.68K	1.65%	12
2024 Q3	$2.17M	Buy	3,710 +13	+0.4%	+$7.35K	1.93%	7
2024 Q2	$1.88M	Sell	3,697 -51	-1%	-$25K	1.8%	8
2024 Q1	$1.85M	Buy	3,748 +4	+0.1%	+$2.03K	1.85%	8
2023 Q4	$1.97M	Buy	+3,744	New	+$2M	2.2%	7
2022 Q4	$1.89M	Sell	3,556 -24	-0.7%	-$12.7K	2.68%	3
2022 Q3	$1.81M	Buy	3,580 +10	+0.3%	+$5.26K	2.92%	3
2022 Q2	$1.83M	Buy	3,570 +67	+2%	+$33.6K	2.85%	4
2022 Q1	$1.76M	Sell	3,503 -24	-0.7%	-$11.6K	2.16%	6
2021 Q4	$1.38M	Buy	+3,527	New	+$1.6M	1.83%	6

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

Willner & Heller's UNH Position: Q1 2026 in Review

Willner & Heller sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,984 shares — an estimated $655K sold.

Willner & Heller first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $2.17M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Willner & Heller reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Willner & Heller sold 1,984 UnitedHealth shares in Q1 2026, an estimated $655K.
Willner & Heller first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Willner & Heller's UnitedHealth position peaked at $2.17M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.