Antonelli Financial Advisors’s UnitedHealth UNH Stock Holding History

Antonelli Financial Advisors’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	-1,045	Closed	-$345K	–	55
2025 Q4	$345K	Hold	1,045	–	–	0.23%	35
2025 Q3	$361K	Sell	1,045 -185	-15%	-$56K	0.25%	34
2025 Q2	$384K	Sell	1,230 -210	-15%	-$80.3K	0.28%	33
2025 Q1	$754K	Sell	1,440 -51	-3%	-$26.1K	0.61%	24
2024 Q4	$754K	Buy	+1,491	New	+$847K	0.64%	26

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

Antonelli Financial Advisors's UNH Position: Q1 2026 in Review

Antonelli Financial Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,045 shares — an estimated $345K sold.

Antonelli Financial Advisors first reported a position in UNH in Q4 2024 and held it in 5 quarters. The position peaked at $754K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Antonelli Financial Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Antonelli Financial Advisors sold 1,045 UnitedHealth shares in Q1 2026, an estimated $345K.
Antonelli Financial Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 5 quarters.
Antonelli Financial Advisors's UnitedHealth position peaked at $754K in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Antonelli Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.