Ausdal Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.41M | Buy |
20,002
+1,122
| +6% | +$334K | 0.24% | 105 |
|
|
2025
Q4 | $6.23M | Buy |
18,880
+2,015
| +12% | +$683K | 0.29% | 79 |
|
|
2025
Q3 | $5.82M | Buy |
16,865
+5,322
| +46% | +$1.61M | 0.28% | 75 |
|
|
2025
Q2 | $3.6M | Buy |
11,543
+9,246
| +403% | +$3.53M | 0.24% | 103 |
|
|
2025
Q1 | $1.2M | Buy |
2,297
+541
| +31% | +$277K | 0.09% | 214 |
|
|
2024
Q4 | $888K | Buy |
1,756
+134
| +8% | +$76.1K | 0.08% | 227 |
|
|
2024
Q3 | $949K | Sell |
1,622
-29
| -2% | -$16.4K | 0.1% | 203 |
|
|
2024
Q2 | $841K | Sell |
1,651
-9
| -0.5% | -$4.41K | 0.09% | 203 |
|
|
2024
Q1 | $821K | Sell |
1,660
-30
| -2% | -$15.3K | 0.1% | 195 |
|
|
2023
Q4 | $889K | Sell |
1,690
-9
| -0.5% | -$4.8K | 0.11% | 169 |
|
|
2023
Q3 | $857K | Sell |
1,699
-184
| -10% | -$90.6K | 0.12% | 167 |
|
|
2023
Q2 | $905K | Sell |
1,883
-217
| -10% | -$106K | 0.12% | 171 |
|
|
2023
Q1 | $993K | Buy |
2,100
+39
| +2% | +$18.8K | 0.14% | 165 |
|
|
2022
Q4 | $1.09M | Sell |
2,061
-215
| -9% | -$114K | 0.16% | 156 |
|
|
2022
Q3 | $1.15M | Buy |
2,276
+25
| +1% | +$13.1K | 0.18% | 135 |
|
|
2022
Q2 | $1.16M | Sell |
2,251
-5
| -0.2% | -$2.51K | 0.17% | 155 |
|
|
2022
Q1 | $1.15M | Buy |
2,256
+40
| +2% | +$19.3K | 0.16% | 167 |
|
|
2021
Q4 | $1.11M | Sell |
2,216
-110
| -5% | -$49.8K | 0.15% | 174 |
|
|
2021
Q3 | $909K | Buy |
2,326
+174
| +8% | +$72.1K | 0.14% | 188 |
|
|
2021
Q2 | $862K | Sell |
2,152
-227
| -10% | -$90.5K | 0.13% | 187 |
|
|
2021
Q1 | $885K | Buy |
2,379
+78
| +3% | +$27K | 0.15% | 167 |
|
|
2020
Q4 | $807K | Sell |
2,301
-434
| -16% | -$145K | 0.16% | 160 |
|
|
2020
Q3 | $790K | Buy |
2,735
+178
| +7% | +$54.7K | 0.19% | 143 |
|
|
2020
Q2 | $754K | Sell |
2,557
-19
| -0.7% | -$5.44K | 0.25% | 110 |
|
|
2020
Q1 | $727K | Sell |
2,576
-100
| -4% | -$27.5K | 0.26% | 103 |
|
|
2019
Q4 | $757K | Buy |
2,676
+184
| +7% | +$48.1K | 0.22% | 119 |
|
|
2019
Q3 | $542K | Buy |
2,492
+10
| +0.4% | +$2.41K | 0.19% | 139 |
|
|
2019
Q2 | $633K | Buy |
2,482
+899
| +57% | +$216K | 0.24% | 111 |
|
|
2019
Q1 | $391K | Buy |
1,583
+285
| +22% | +$72.7K | 0.16% | 164 |
|
|
2018
Q4 | $323K | Sell |
1,298
-303
| -19% | -$80K | 0.16% | 160 |
|
|
2018
Q3 | $426K | Buy |
1,601
+270
| +20% | +$70.2K | 0.12% | 217 |
|
|
2018
Q2 | $327K | Buy |
1,331
+355
| +36% | +$85.2K | 0.1% | 255 |
|
|
2018
Q1 | $209K | Buy |
+976
| New | +$223K | 0.07% | 319 |
|
|
2017
Q3 | – | Sell |
-2,489
| Closed | -$462K | – | 345 |
|
|
2017
Q2 | $462K | Sell |
2,489
-228
| -8% | -$40K | 0.2% | 146 |
|
|
2017
Q1 | $446K | Sell |
2,717
-65
| -2% | -$10.6K | 0.2% | 128 |
|
|
2016
Q4 | $445K | Buy |
2,782
+154
| +6% | +$23K | 0.21% | 126 |
|
|
2016
Q3 | $368K | Sell |
2,628
-146
| -5% | -$20.4K | 0.19% | 144 |
|
|
2016
Q2 | $392K | Buy |
2,774
+478
| +21% | +$63.7K | 0.2% | 133 |
|
|
2016
Q1 | $296K | Sell |
2,296
-8
| -0.3% | -$946 | 0.17% | 153 |
|
|
2015
Q4 | $271K | Buy |
+2,304
| New | +$269K | 0.14% | 168 |
|
Other funds holding UNH
VCM
VPM
Ausdal Financial Partners's UNH Position: Q1 2026 in Review
Ausdal Financial Partners increased its UnitedHealth (UNH) stake by 5.9% in Q1 2026, buying an estimated $334K and bringing the position to 20,002 shares worth $5.41M. The position accounts for 0.24% of the portfolio, ranked #105.
Ausdal Financial Partners first reported a position in UNH in Q4 2015 and has held it in 40 quarters since. The position peaked at $6.23M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Ausdal Financial Partners held 20,002 shares of UnitedHealth worth $5.41M as of Q1 2026.
- Ausdal Financial Partners bought 1,122 UnitedHealth shares in Q1 2026, an estimated $334K.
- UnitedHealth made up 0.24% of Ausdal Financial Partners's portfolio in Q1 2026, its #105 holding.
- Ausdal Financial Partners first reported a position in UnitedHealth in Q4 2015 and has held it in 40 quarters since.
- Ausdal Financial Partners's UnitedHealth position peaked at $6.23M in Q4 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.