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World Investment Advisors’s UnitedHealth UNH Stock Holding History

World Investment Advisors’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 		$8.5M Sell
31,408
-14,648
-32% -$4.36M 0.14% 172
2025
Q4 		$15.2M Sell
46,056
-2,869
-6% -$972K 0.25% 85
2025
Q3 		$16.9M Sell
48,925
-1,298
-3% -$393K 0.35% 50
2025
Q2 		$15.7M Buy
50,223
+2,911
+6% +$1.11M 0.36% 55
2025
Q1 		$24.8M Buy
47,312
+2,512
+6% +$1.28M 0.64% 30
2024
Q4 		$22.7M Buy
44,800
+3,225
+8% +$1.83M 0.62% 30
2024
Q3 		$24.3M Buy
41,575
+29,324
+239% +$16.6M 0.76% 21
2024
Q2 		$6.24M Buy
12,251
+9,739
+388% +$4.77M 0.39% 57
2024
Q1 		$3.5M Sell
2,512
-5,315
-68% -$2.7M 0.5% 45
2023
Q4 		$4.12M Buy
7,827
+7,022
+872% +$3.75M 0.54% 36
2023
Q3 		$406K Buy
805
+64
+9% +$31.5K 0.08% 162
2023
Q2 		$356K Buy
741
+270
+57% +$132K 0.07% 176
2023
Q1 		$223K Sell
471
-15
-3% -$7.24K 0.05% 213
2022
Q4 		$258K Sell
486
-119
-20% -$63K 0.06% 191
2022
Q3 		$305K Buy
605
+152
+34% +$79.9K 0.07% 183
2022
Q2 		$245K Buy
453
+13
+3% +$6.53K 0.05% 221
2022
Q1 		$225K Sell
440
-3
-0.7% -$1.45K 0.05% 238
2021
Q4 		$216K Buy
+443
New +$201K 0.05% 247

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

World Investment Advisors's UNH Position: Q1 2026 in Review

World Investment Advisors reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $4.36M and leaving 31,408 shares worth $8.5M. The position accounts for 0.14% of the portfolio, ranked #172.

World Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $24.8M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • World Investment Advisors held 31,408 shares of UnitedHealth worth $8.5M as of Q1 2026.
  • World Investment Advisors sold 14,648 UnitedHealth shares in Q1 2026, an estimated $4.36M.
  • UnitedHealth made up 0.14% of World Investment Advisors's portfolio in Q1 2026, its #172 holding.
  • World Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • World Investment Advisors's UnitedHealth position peaked at $24.8M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.