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Citizens Financial Group’s UnitedHealth UNH Stock Holding History

Citizens Financial 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 		$4.87M Sell
18,000
-1,982
-10% -$590K 0.07% 187
2025
Q4 		$6.6M Sell
19,982
-7,521
-27% -$2.55M 0.09% 163
2025
Q3 		$9.5M Sell
27,503
-15,424
-36% -$4.66M 0.13% 132
2025
Q2 		$13.4M Sell
42,927
-3,111
-7% -$1.19M 0.22% 94
2025
Q1 		$24.1M Buy
46,038
+1,092
+2% +$558K 0.48% 45
2024
Q4 		$22.7M Buy
44,946
+1,910
+4% +$1.09M 0.44% 50
2024
Q3 		$25.2M Buy
43,036
+2,600
+6% +$1.47M 0.51% 39
2024
Q2 		$20.6M Buy
40,436
+8,124
+25% +$3.98M 0.46% 45
2024
Q1 		$16M Buy
32,312
+497
+2% +$253K 0.53% 38
2023
Q4 		$16.7M Buy
31,815
+1,303
+4% +$695K 0.58% 35
2023
Q3 		$15.4M Sell
30,512
-8,477
-22% -$4.17M 0.63% 33
2023
Q2 		$18.7M Sell
38,989
-2,648
-6% -$1.29M 0.68% 30
2023
Q1 		$19.7M Buy
41,637
+380
+0.9% +$183K 0.72% 28
2022
Q4 		$21.9M Sell
41,257
-1,567
-4% -$830K 0.85% 24
2022
Q3 		$21.6M Sell
42,824
-96
-0.2% -$50.5K 0.96% 19
2022
Q2 		$22M Sell
42,920
-1,163
-3% -$584K 0.92% 21
2022
Q1 		$22.5M Sell
44,083
-775
-2% -$374K 0.78% 23
2021
Q4 		$22.1M Sell
44,858
-2,046
-4% -$926K 0.74% 27
2021
Q3 		$18.3M Buy
46,904
+1,763
+4% +$730K 0.68% 31
2021
Q2 		$18.1M Buy
45,141
+1,612
+4% +$643K 0.78% 28
2021
Q1 		$16.2M Buy
43,529
+225
+0.5% +$78K 0.85% 27
2020
Q4 		$15.2M Sell
43,304
-23,436
-35% -$7.86M 0.87% 28
2020
Q3 		$20.8M Sell
66,740
-254
-0.4% -$78K 1.33% 18
2020
Q2 		$19.8M Sell
66,994
-1,636
-2% -$469K 1.39% 17
2020
Q1 		$17.1M Sell
68,630
-2,062
-3% -$567K 1.4% 14
2019
Q4 		$20.8M Sell
70,692
-1,481
-2% -$387K 1.39% 12
2019
Q3 		$15.7M Sell
72,173
-974
-1% -$235K 1.13% 21
2019
Q2 		$17.8M Buy
73,147
+9,321
+15% +$2.24M 1.31% 13
2019
Q1 		$15.8M Buy
63,826
+2,126
+3% +$542K 1.16% 20
2018
Q4 		$15.4M Sell
61,700
-1,111
-2% -$293K 1.4% 16
2018
Q3 		$16.7M Sell
62,811
-784
-1% -$204K 1.32% 16
2018
Q2 		$15.6M Sell
63,595
-1,877
-3% -$451K 1.31% 18
2018
Q1 		$14M Sell
65,472
-2,161
-3% -$494K 1.18% 21
2017
Q4 		$14.9M Buy
67,633
+936
+1% +$198K 1.2% 22
2017
Q3 		$13.1M Sell
66,697
-2,308
-3% -$446K 1.11% 25
2017
Q2 		$12.8M Sell
69,005
-2,111
-3% -$370K 1.13% 22
2017
Q1 		$11.7M Buy
71,116
+5,379
+8% +$881K 1.03% 29
2016
Q4 		$10.5M Sell
65,737
-3,160
-5% -$472K 1.02% 26
2016
Q3 		$9.65M Buy
68,897
+122
+0.2% +$17.1K 0.91% 41
2016
Q2 		$9.71M Sell
68,775
-865
-1% -$115K 0.93% 38
2016
Q1 		$8.98M Buy
69,640
+656
+1% +$77.6K 0.86% 45
2015
Q4 		$8.21M Buy
+68,984
New +$8.06M 0.78% 49

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

Citizens Financial Group's UNH Position: Q1 2026 in Review

Citizens Financial Group reduced its UnitedHealth (UNH) stake by 9.9% in Q1 2026, selling an estimated $590K and leaving 18,000 shares worth $4.87M. The position accounts for 0.07% of the portfolio, ranked #187.

Citizens Financial Group first reported a position in UNH in Q4 2015 and has held it in 42 quarters since. The position peaked at $25.2M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Citizens Financial Group held 18,000 shares of UnitedHealth worth $4.87M as of Q1 2026.
  • Citizens Financial Group sold 1,982 UnitedHealth shares in Q1 2026, an estimated $590K.
  • UnitedHealth made up 0.07% of Citizens Financial Group's portfolio in Q1 2026, its #187 holding.
  • Citizens Financial Group first reported a position in UnitedHealth in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's UnitedHealth position peaked at $25.2M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.