360 Financial’s UnitedHealth UNH Stock Holding History

360 Financial’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	$201K	Sell	742 -139	-16%	-$41.4K	0.06%	79
2025 Q4	$291K	Hold	881	–	–	0.09%	63
2025 Q3	$304K	Sell	881 -736	-46%	-$223K	0.1%	64
2025 Q2	$505K	Buy	1,617 +450	+39%	+$172K	0.16%	51
2025 Q1	$611K	Buy	1,167 +79	+7%	+$40.4K	0.22%	43
2024 Q4	$550K	Buy	1,088 +250	+30%	+$142K	0.2%	43
2024 Q3	$490K	Buy	838 +12	+1%	+$6.79K	0.18%	51
2024 Q2	$421K	Hold	826	–	–	0.16%	56
2024 Q1	$409K	Sell	826 -180	-18%	-$91.5K	0.16%	54
2023 Q4	$530K	Hold	1,006	–	–	0.23%	45
2023 Q3	$518K	Buy	1,006 +100	+11%	+$49.2K	0.32%	35
2023 Q2	$435K	Sell	906 -35	-4%	-$17.1K	0.23%	54
2023 Q1	$445K	Sell	941 -33	-3%	-$15.9K	0.23%	54
2022 Q4	$492K	Hold	974	–	–	0.32%	38
2022 Q3	$492K	Hold	974	–	–	0.32%	38
2022 Q2	$508K	Hold	974	–	–	0.31%	40
2022 Q1	$497K	Buy	974 +180	+23%	+$86.8K	0.24%	48
2021 Q4	$399K	Sell	794 -121	-13%	-$54.8K	0.18%	62
2021 Q3	$357K	Hold	915	–	–	0.18%	67
2021 Q2	$366K	Hold	915	–	–	0.19%	62
2021 Q1	$340K	Hold	915	–	–	0.19%	57
2020 Q4	$321K	Sell	915 -62	-6%	-$20.8K	0.19%	59
2020 Q3	$304K	Buy	+977	New	+$300K	0.21%	53
2020 Q2	–	Sell	-976	Closed	-$243K	–	66
2020 Q1	$243K	Hold	976	–	–	0.25%	47
2019 Q4	$280K	Buy	+976	New	+$255K	0.21%	51

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

360 Financial's UNH Position: Q1 2026 in Review

360 Financial reduced its UnitedHealth (UNH) stake by 16% in Q1 2026, selling an estimated $41.4K and leaving 742 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #79.

360 Financial first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $611K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

360 Financial held 742 shares of UnitedHealth worth $201K as of Q1 2026.
360 Financial sold 139 UnitedHealth shares in Q1 2026, an estimated $41.4K.
UnitedHealth made up 0.06% of 360 Financial's portfolio in Q1 2026, its #79 holding.
360 Financial first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
360 Financial's UnitedHealth position peaked at $611K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.