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AmeriFlex Group’s UnitedHealth UNH Stock Holding History

AmeriFlex Group’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 		$328K Buy
1,213
+76
+7% +$22.6K 0.17% 126
2025
Q4 		$375K Sell
1,137
-1,101
-49% -$373K 0.2% 108
2025
Q3 		$773K Buy
2,238
+300
+15% +$90.7K 0.29% 66
2025
Q2 		$587K Buy
1,938
+92
+5% +$35.2K 0.31% 66
2025
Q1 		$967K Buy
1,846
+1,089
+144% +$557K 0.4% 56
2024
Q4 		$411K Buy
+757
New +$430K 0.19% 111

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

AmeriFlex Group's UNH Position: Q1 2026 in Review

AmeriFlex Group increased its UnitedHealth (UNH) stake by 6.7% in Q1 2026, buying an estimated $22.6K and bringing the position to 1,213 shares worth $328K. The position accounts for 0.17% of the portfolio, ranked #126.

AmeriFlex Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $967K in Q1 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AmeriFlex Group held 1,213 shares of UnitedHealth worth $328K as of Q1 2026.
  • AmeriFlex Group bought 76 UnitedHealth shares in Q1 2026, an estimated $22.6K.
  • UnitedHealth made up 0.17% of AmeriFlex Group's portfolio in Q1 2026, its #126 holding.
  • AmeriFlex Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's UnitedHealth position peaked at $967K in Q1 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.