Windle Wealth’s UnitedHealth UNH Stock Holding History

Windle Wealth’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	-713	Closed	-$235K	–	33
2025 Q4	$235K	Buy	713 +4	+0.6%	+$1.36K	0.11%	33
2025 Q3	$245K	Buy	709 +5	+0.7%	+$1.51K	0.11%	33
2025 Q2	$220K	Buy	+704	New	+$269K	0.11%	32

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

Windle Wealth's UNH Position: Q1 2026 in Review

Windle Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 713 shares — an estimated $235K sold.

Windle Wealth first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Windle Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Windle Wealth sold 713 UnitedHealth shares in Q1 2026, an estimated $235K.
Windle Wealth first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
Windle Wealth's UnitedHealth position peaked at $245K in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.