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Breakthru Advisory Services’s UnitedHealth UNH Stock Holding History

Breakthru Advisory Services’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 		$223K Sell
825
-36
-4% -$10.7K 0.36% 50
2025
Q4 		$284K Buy
861
+16
+2% +$5.42K 0.18% 52
2025
Q3 		$292K Buy
+845
New +$256K 0.19% 46
2025
Q1 		– Sell
-811
Closed -$410K – 50
2024
Q4 		$410K Buy
+811
New +$461K 0.37% 30

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

Breakthru Advisory Services's UNH Position: Q1 2026 in Review

Breakthru Advisory Services reduced its UnitedHealth (UNH) stake by 4.2% in Q1 2026, selling an estimated $10.7K and leaving 825 shares worth $223K. The position accounts for 0.36% of the portfolio, ranked #50.

Breakthru Advisory Services first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $410K in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Breakthru Advisory Services held 825 shares of UnitedHealth worth $223K as of Q1 2026.
  • Breakthru Advisory Services sold 36 UnitedHealth shares in Q1 2026, an estimated $10.7K.
  • UnitedHealth made up 0.36% of Breakthru Advisory Services's portfolio in Q1 2026, its #50 holding.
  • Breakthru Advisory Services first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's UnitedHealth position peaked at $410K in Q4 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.