Winmill & Co’s UnitedHealth UNH Stock Holding History

Winmill & Co’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	$3.65M	Sell	13,500 -2,975	-18%	-$886K	1.05%	21
2025 Q4	$5.44M	Hold	16,475	–	–	1.45%	21
2025 Q3	$5.69M	Hold	16,475	–	–	1.38%	25
2025 Q2	$5.14M	Hold	16,475	–	–	1.43%	27
2025 Q1	$8.63M	Hold	16,475	–	–	2.62%	17
2024 Q4	$8.33M	Hold	16,475	–	–	2.7%	15
2024 Q3	$9.63M	Hold	16,475	–	–	3.24%	13
2024 Q2	$8.39M	Hold	16,475	–	–	2.86%	15
2024 Q1	$8.15M	Hold	16,475	–	–	2.32%	21
2023 Q4	$8.67M	Hold	16,475	–	–	2.78%	13
2023 Q3	$8.31M	Hold	16,475	–	–	3.04%	9
2023 Q2	$7.92M	Hold	16,475	–	–	2.83%	9
2023 Q1	$7.79M	Hold	16,475	–	–	2.9%	9
2022 Q4	$8.73M	Hold	16,475	–	–	3.18%	7
2022 Q3	$8.32M	Hold	16,475	–	–	3.29%	6
2022 Q2	$8.46M	Hold	16,475	–	–	3.07%	8
2022 Q1	$8.4M	Hold	16,475	–	–	2.56%	10
2021 Q4	$8.27M	Hold	16,475	–	–	2.38%	11
2021 Q3	$6.44M	Hold	16,475	–	–	2.06%	18
2021 Q2	$6.6M	Hold	16,475	–	–	2.37%	12
2021 Q1	$6.13M	Hold	16,475	–	–	2.26%	12
2020 Q4	$5.78M	Hold	16,475	–	–	2.27%	8
2020 Q3	$5.14M	Hold	16,475	–	–	2.11%	9
2020 Q2	$4.86M	Buy	16,475 +875	+6%	+$251K	1.95%	8
2020 Q1	$3.89M	Buy	+15,600	New	+$4.29M	2.12%	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

Winmill & Co's UNH Position: Q1 2026 in Review

Winmill & Co reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $886K and leaving 13,500 shares worth $3.65M. The position accounts for 1.05% of the portfolio, ranked #21.

Winmill & Co first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.63M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Winmill & Co held 13,500 shares of UnitedHealth worth $3.65M as of Q1 2026.
Winmill & Co sold 2,975 UnitedHealth shares in Q1 2026, an estimated $886K.
UnitedHealth made up 1.05% of Winmill & Co's portfolio in Q1 2026, its #21 holding.
Winmill & Co first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
Winmill & Co's UnitedHealth position peaked at $9.63M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Winmill & Co's 13F filing for Q1 2026, filed 14 May 2026.