CFO4Life Group’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 | $526K | Sell |
1,943
-602
| -24% | -$179K | 0.08% | 119 |
|
|
2025
Q4 | $840K | Sell |
2,545
-44
| -2% | -$14.9K | 0.12% | 83 |
|
|
2025
Q3 | $894K | Buy |
2,589
+211
| +9% | +$63.8K | 0.13% | 80 |
|
|
2025
Q2 | $742K | Sell |
2,378
-155
| -6% | -$59.2K | 0.12% | 92 |
|
|
2025
Q1 | $1.33M | Buy |
2,533
+5
| +0.2% | +$2.56K | 0.22% | 61 |
|
|
2024
Q4 | $1.28M | Sell |
2,528
-43
| -2% | -$24.4K | 0.22% | 57 |
|
|
2024
Q3 | $1.5M | Buy |
2,571
+80
| +3% | +$45.2K | 0.27% | 49 |
|
|
2024
Q2 | $1.27M | Buy |
2,491
+65
| +3% | +$31.9K | 0.24% | 54 |
|
|
2024
Q1 | $1.2M | Sell |
2,426
-1,389
| -36% | -$706K | 0.22% | 57 |
|
|
2023
Q4 | $2.01M | Sell |
3,815
-29
| -0.8% | -$15.5K | 0.38% | 43 |
|
|
2023
Q3 | $1.94M | Sell |
3,844
-159
| -4% | -$78.3K | 0.45% | 34 |
|
|
2023
Q2 | $1.92M | Buy |
4,003
+226
| +6% | +$111K | 0.41% | 36 |
|
|
2023
Q1 | $1.79M | Buy |
3,777
+104
| +3% | +$50.2K | 0.41% | 37 |
|
|
2022
Q4 | $1.95M | Buy |
3,673
+26
| +0.7% | +$13.8K | 0.41% | 48 |
|
|
2022
Q3 | $1.84M | Buy |
3,647
+68
| +2% | +$35.8K | 0.49% | 36 |
|
|
2022
Q2 | $1.86M | Sell |
3,579
-105
| -3% | -$52.7K | 0.46% | 40 |
|
|
2022
Q1 | $1.88M | Buy |
3,684
+120
| +3% | +$57.9K | 0.39% | 38 |
|
|
2021
Q4 | $1.79M | Buy |
3,564
+558
| +19% | +$253K | 0.37% | 39 |
|
|
2021
Q3 | $1.18M | Buy |
3,006
+223
| +8% | +$92.4K | 0.27% | 44 |
|
|
2021
Q2 | $1.11M | Buy |
2,783
+32
| +1% | +$12.8K | 0.26% | 47 |
|
|
2021
Q1 | $1.02M | Sell |
2,751
-41
| -1% | -$14.2K | 0.25% | 47 |
|
|
2020
Q4 | $979K | Buy |
2,792
+37
| +1% | +$12.4K | 0.28% | 46 |
|
|
2020
Q3 | $859K | Buy |
2,755
+406
| +17% | +$125K | 0.29% | 43 |
|
|
2020
Q2 | $693K | Sell |
2,349
-996
| -30% | -$285K | 0.27% | 49 |
|
|
2020
Q1 | $834K | Sell |
3,345
-115
| -3% | -$31.6K | 0.45% | 36 |
|
|
2019
Q4 | $1.02M | Buy |
3,460
+70
| +2% | +$18.3K | 0.43% | 39 |
|
|
2019
Q3 | $737K | Sell |
3,390
-185
| -5% | -$44.6K | 0.33% | 45 |
|
|
2019
Q2 | $872K | Buy |
3,575
+263
| +8% | +$63.3K | 0.4% | 43 |
|
|
2019
Q1 | $819K | Sell |
3,312
-1,170
| -26% | -$298K | 0.38% | 44 |
|
|
2018
Q4 | $1.12M | Buy |
4,482
+264
| +6% | +$69.7K | 0.49% | 42 |
|
|
2018
Q3 | $1.12M | Buy |
4,218
+2,003
| +90% | +$521K | 0.5% | 41 |
|
|
2018
Q2 | $543K | Buy |
+2,215
| New | +$532K | 0.23% | 67 |
|
Other funds holding UNH
VCM
VPM
CFO4Life Group's UNH Position: Q1 2026 in Review
CFO4Life Group reduced its UnitedHealth (UNH) stake by 24% in Q1 2026, selling an estimated $179K and leaving 1,943 shares worth $526K. The position accounts for 0.08% of the portfolio, ranked #119.
CFO4Life Group first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.01M in Q4 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- CFO4Life Group held 1,943 shares of UnitedHealth worth $526K as of Q1 2026.
- CFO4Life Group sold 602 UnitedHealth shares in Q1 2026, an estimated $179K.
- UnitedHealth made up 0.08% of CFO4Life Group's portfolio in Q1 2026, its #119 holding.
- CFO4Life Group first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- CFO4Life Group's UnitedHealth position peaked at $2.01M in Q4 2023.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.