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Abbot Financial Management’s UnitedHealth UNH Stock Holding History

Abbot Financial Management’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
-695
Closed -$230K – 143
2025
Q4 		$230K Buy
695
+8
+1% +$2.71K 0.1% 128
2025
Q3 		$237K Sell
687
-45
-6% -$13.6K 0.1% 125
2025
Q2 		$228K Buy
+732
New +$280K 0.11% 125

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

Abbot Financial Management's UNH Position: Q1 2026 in Review

Abbot Financial Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 695 shares — an estimated $230K sold.

Abbot Financial Management first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $237K in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Abbot Financial Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Abbot Financial Management sold 695 UnitedHealth shares in Q1 2026, an estimated $230K.
  • Abbot Financial Management first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
  • Abbot Financial Management's UnitedHealth position peaked at $237K in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.