Winnow Wealth’s UnitedHealth UNH Stock Holding History

Winnow 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	-29	Closed	-$9.6K	–	532
2025 Q4	$9.6K	Buy	29 +3	+12%	+$1.02K	0.01%	230
2025 Q3	$9K	Buy	26 +24	+1,200%	+$7.26K	0.01%	235
2025 Q2	$624	Sell	2 -27	-93%	-$10.3K	﹤0.01%	164
2025 Q1	$14.9K	Buy	29 +9	+45%	+$4.6K	0.01%	196
2024 Q4	$9.62K	Buy	+20	New	+$11.4K	0.01%	192

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

Winnow Wealth's UNH Position: Q1 2026 in Review

Winnow Wealth sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 29 shares — an estimated $9.6K sold.

Winnow Wealth first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $14.9K in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Winnow Wealth reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 29 UnitedHealth shares in Q1 2026, an estimated $9.6K.
Winnow Wealth first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
Winnow Wealth's UnitedHealth position peaked at $14.9K in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.