Abundance Wealth Counselors’s UnitedHealth UNH Stock Holding History

Abundance Wealth Counselors’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	$898K	Buy	3,319 +659	+25%	+$196K	0.13%	113
2025 Q4	$878K	Sell	2,660 -180	-6%	-$61K	0.15%	101
2025 Q3	$981K	Buy	2,840 +268	+10%	+$81.1K	0.17%	96
2025 Q2	$802K	Buy	2,572 +132	+5%	+$50.4K	0.15%	103
2025 Q1	$1.28M	Buy	2,440 +330	+16%	+$169K	0.27%	68
2024 Q4	$1.07M	Buy	2,110 +100	+5%	+$56.8K	0.23%	75
2024 Q3	$1.18M	Hold	2,010	–	–	0.24%	72
2024 Q2	$1.02M	Buy	+2,010	New	+$985K	0.47%	39
2023 Q3	–	Sell	-881	Closed	-$423K	–	138
2023 Q2	$423K	Buy	881 +52	+6%	+$25.4K	0.22%	48
2023 Q1	$392K	Sell	829 -15	-2%	-$7.24K	0.1%	108
2022 Q4	$447K	Buy	844 +9	+1%	+$4.77K	0.12%	99
2022 Q3	$422K	Buy	835 +6	+0.7%	+$3.15K	0.12%	94
2022 Q2	$426K	Hold	829	–	–	0.12%	100
2022 Q1	$423K	Buy	+829	New	+$400K	0.11%	98
2021 Q2	–	Sell	-200	Closed	-$74K	–	322
2021 Q1	$74K	Buy	+200	New	+$69.3K	0.02%	143

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

Abundance Wealth Counselors's UNH Position: Q1 2026 in Review

Abundance Wealth Counselors increased its UnitedHealth (UNH) stake by 25% in Q1 2026, buying an estimated $196K and bringing the position to 3,319 shares worth $898K. The position accounts for 0.13% of the portfolio, ranked #113.

Abundance Wealth Counselors first reported a position in UNH in Q1 2021 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Abundance Wealth Counselors held 3,319 shares of UnitedHealth worth $898K as of Q1 2026.
Abundance Wealth Counselors bought 659 UnitedHealth shares in Q1 2026, an estimated $196K.
UnitedHealth made up 0.13% of Abundance Wealth Counselors's portfolio in Q1 2026, its #113 holding.
Abundance Wealth Counselors first reported a position in UnitedHealth in Q1 2021 and has held it in 15 quarters since.
Abundance Wealth Counselors's UnitedHealth position peaked at $1.28M in Q1 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.