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WPG Advisers’s UnitedHealth UNH Stock Holding History

WPG Advisers’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 		$87.1K Sell
322
-58
-15% -$17.3K 0.06% 170
2025
Q4 		$125K Sell
380
-216
-36% -$73.2K 0.09% 140
2025
Q3 		$206K Buy
596
+26
+5% +$7.86K 0.16% 87
2025
Q2 		$178K Sell
570
-255
-31% -$97.5K 0.15% 94
2025
Q1 		$432K Sell
825
-290
-26% -$148K 0.4% 39
2024
Q4 		$564K Buy
+1,115
New +$634K 0.52% 30

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

WPG Advisers's UNH Position: Q1 2026 in Review

WPG Advisers reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $17.3K and leaving 322 shares worth $87.1K. The position accounts for 0.06% of the portfolio, ranked #170.

WPG Advisers first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $564K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • WPG Advisers held 322 shares of UnitedHealth worth $87.1K as of Q1 2026.
  • WPG Advisers sold 58 UnitedHealth shares in Q1 2026, an estimated $17.3K.
  • UnitedHealth made up 0.06% of WPG Advisers's portfolio in Q1 2026, its #170 holding.
  • WPG Advisers first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's UnitedHealth position peaked at $564K in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.