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WP Advisors’s UnitedHealth UNH Stock Holding History

WP 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 		$6.32M Sell
23,345
-888
-4% -$264K 1.63% 17
2025
Q4 		$8M Buy
24,233
+664
+3% +$225K 1.99% 13
2025
Q3 		$8.14M Buy
23,569
+5,266
+29% +$1.59M 2.07% 12
2025
Q2 		$5.71M Buy
18,303
+13,208
+259% +$5.05M 1.57% 17
2025
Q1 		$2.67M Buy
5,095
+438
+9% +$224K 0.89% 27
2024
Q4 		$2.36M Buy
4,657
+29
+0.6% +$16.5K 0.78% 28
2024
Q3 		$2.71M Sell
4,628
-255
-5% -$144K 0.99% 22
2024
Q2 		$2.49M Buy
4,883
+25
+0.5% +$12.3K 0.79% 28
2024
Q1 		$2.4M Buy
4,858
+263
+6% +$134K 0.79% 29
2023
Q4 		$2.42M Buy
4,595
+47
+1% +$25.1K 0.9% 25
2023
Q3 		$2.29M Buy
4,548
+47
+1% +$23.1K 0.95% 25
2023
Q2 		$2.16M Buy
4,501
+57
+1% +$27.9K 0.87% 25
2023
Q1 		$2.1M Buy
4,444
+85
+2% +$41K 0.87% 29
2022
Q4 		$2.31M Sell
4,359
-22
-0.5% -$11.7K 1.03% 23
2022
Q3 		$2.21M Buy
4,381
+62
+1% +$32.6K 1% 21
2022
Q2 		$2.22M Sell
4,319
-1
-0% -$502 0.96% 24
2022
Q1 		$2.2M Sell
4,320
-68
-2% -$32.8K 0.91% 24
2021
Q4 		$2.2M Buy
4,388
+70
+2% +$31.7K 0.92% 26
2021
Q3 		$1.69M Sell
4,318
-6
-0.1% -$2.48K 0.69% 30
2021
Q2 		$1.73M Buy
4,324
+109
+3% +$43.5K 0.72% 28
2021
Q1 		$1.57M Sell
4,215
-42
-1% -$14.6K 0.68% 28
2020
Q4 		$1.49M Sell
4,257
-33
-0.8% -$11.1K 0.72% 29
2020
Q3 		$1.34M Buy
4,290
+3,468
+422% +$1.07M 0.81% 29
2020
Q2 		$242K Buy
+822
New +$236K 0.17% 62

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

WP Advisors's UNH Position: Q1 2026 in Review

WP Advisors reduced its UnitedHealth (UNH) stake by 3.7% in Q1 2026, selling an estimated $264K and leaving 23,345 shares worth $6.32M. The position accounts for 1.63% of the portfolio, ranked #17.

WP Advisors first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.14M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • WP Advisors held 23,345 shares of UnitedHealth worth $6.32M as of Q1 2026.
  • WP Advisors sold 888 UnitedHealth shares in Q1 2026, an estimated $264K.
  • UnitedHealth made up 1.63% of WP Advisors's portfolio in Q1 2026, its #17 holding.
  • WP Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • WP Advisors's UnitedHealth position peaked at $8.14M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.