Aldebaran Financial’s UnitedHealth UNH Stock Holding History

Aldebaran 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	$319K	Buy	1,180 +125	+12%	+$37.2K	0.3%	61
2025 Q4	$350K	Sell	1,055 -105	-9%	-$35.6K	0.32%	57
2025 Q3	$401K	Buy	1,160 +182	+19%	+$55K	0.4%	52
2025 Q2	$305K	Hold	978	–	–	0.34%	60
2025 Q1	$512K	Hold	978	–	–	0.63%	41
2024 Q4	$497K	Hold	978	–	–	0.58%	46
2024 Q3	$572K	Hold	978	–	–	0.67%	38
2024 Q2	$498K	Buy	978 +140	+17%	+$68.6K	0.65%	38
2024 Q1	$415K	Sell	838 -167	-17%	-$84.9K	0.59%	43
2023 Q4	$529K	Hold	1,005	–	–	0.78%	37
2023 Q3	$507K	Hold	1,005	–	–	0.79%	37
2023 Q2	$483K	Sell	1,005 -6	-0.6%	-$2.93K	0.66%	42
2023 Q1	$478K	Buy	1,011 +91	+10%	+$43.9K	0.62%	43
2022 Q4	$488K	Hold	920	–	–	0.52%	50
2022 Q3	$470K	Sell	920 -295	-24%	-$155K	0.52%	50
2022 Q2	$613K	Buy	1,215 +25	+2%	+$12.6K	0.65%	44
2022 Q1	$607K	Sell	1,190 -25	-2%	-$12.1K	0.47%	50
2021 Q4	$610K	Sell	1,215 -30	-2%	-$13.6K	0.45%	50
2021 Q3	$486K	Sell	1,245 -25	-2%	-$10.4K	0.39%	54
2021 Q2	$511K	Hold	1,270	–	–	0.42%	53
2021 Q1	$473K	Sell	1,270 -100	-7%	-$34.6K	0.42%	53
2020 Q4	$480K	Buy	1,370 +12	+0.9%	+$4.02K	0.45%	52
2020 Q3	$423K	Buy	1,358 +4	+0.3%	+$1.23K	0.44%	51
2020 Q2	$399K	Sell	1,354 -24	-2%	-$6.88K	0.47%	57
2020 Q1	$344K	Hold	1,378	–	–	0.34%	70
2019 Q4	$405K	Hold	1,378	–	–	0.31%	74
2019 Q3	$299K	Buy	1,378 +88	+7%	+$21.2K	0.2%	82
2019 Q2	$315K	Hold	1,290	–	–	0.22%	81
2019 Q1	$319K	Sell	1,290 -75	-5%	-$19.1K	0.22%	87
2018 Q4	$340K	Hold	1,365	–	–	0.26%	83
2018 Q3	$363K	Sell	1,365 -75	-5%	-$19.5K	0.24%	82
2018 Q2	$353K	Hold	1,440	–	–	0.24%	85
2018 Q1	$308K	Hold	1,440	–	–	0.21%	86
2017 Q4	$317K	Sell	1,440 -50	-3%	-$10.6K	0.21%	82
2017 Q3	$292K	Hold	1,490	–	–	0.2%	84
2017 Q2	$276K	Sell	1,490 -409	-22%	-$71.7K	0.2%	85
2017 Q1	$311K	Sell	1,899 -66	-3%	-$10.8K	0.24%	78
2016 Q4	$314K	Hold	1,965	–	–	0.25%	80
2016 Q3	$275K	Hold	1,965	–	–	0.22%	85
2016 Q2	$278K	Hold	1,965	–	–	0.22%	88
2016 Q1	$253K	Hold	1,965	–	–	0.22%	86
2015 Q4	$230K	Buy	+1,965	New	+$230K	0.21%	86
2015 Q3	–	Sell	-1,965	Closed	-$240K	–	109
2015 Q2	$240K	Hold	1,965	–	–	0.2%	92
2015 Q1	$232K	Buy	+1,965	New	+$218K	0.2%	97
2014 Q3	–	Sell	-19,153	Closed	-$1.57M	–	127
2014 Q2	$1.57M	Buy	19,153 +534	+3%	+$42K	1.23%	31
2014 Q1	$1.53M	Buy	18,619 +2,075	+13%	+$156K	1.33%	26
2013 Q4	$1.25M	Buy	+16,544	New	+$1.19M	1.18%	25

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

Aldebaran Financial's UNH Position: Q1 2026 in Review

Aldebaran Financial increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $37.2K and bringing the position to 1,180 shares worth $319K. The position accounts for 0.3% of the portfolio, ranked #61.

Aldebaran Financial first reported a position in UNH in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.57M in Q2 2014. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aldebaran Financial held 1,180 shares of UnitedHealth worth $319K as of Q1 2026.
Aldebaran Financial bought 125 UnitedHealth shares in Q1 2026, an estimated $37.2K.
UnitedHealth made up 0.3% of Aldebaran Financial's portfolio in Q1 2026, its #61 holding.
Aldebaran Financial first reported a position in UnitedHealth in Q4 2013 and has held it in 47 quarters since.
Aldebaran Financial's UnitedHealth position peaked at $1.57M in Q2 2014.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.