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Comprehensive Financial Consultants Institutional’s UnitedHealth UNH Stock Holding History

Comprehensive Financial Consultants Institutional’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
-7,509
Closed -$2.48M – 200
2025
Q4 		$2.48M Buy
7,509
+346
+5% +$117K 0.75% 53
2025
Q3 		$2.47M Buy
7,163
+327
+5% +$98.9K 0.77% 47
2025
Q2 		$2.13M Buy
6,836
+2,540
+59% +$971K 0.7% 55
2025
Q1 		$2.25M Buy
4,296
+163
+4% +$83.3K 0.8% 45
2024
Q4 		$2.09M Buy
4,133
+193
+5% +$110K 0.76% 46
2024
Q3 		$2.3M Sell
3,940
-52
-1% -$29.4K 0.84% 41
2024
Q2 		$2.03M Buy
3,992
+456
+13% +$224K 0.8% 44
2024
Q1 		$1.75M Buy
3,536
+220
+7% +$112K 0.73% 52
2023
Q4 		$1.75M Buy
3,316
+216
+7% +$115K 0.81% 45
2023
Q3 		$1.56M Buy
3,100
+316
+11% +$156K 0.82% 42
2023
Q2 		$1.35M Buy
2,784
+68
+3% +$33.3K 0.71% 55
2023
Q1 		$1.28M Buy
2,716
+5
+0.2% +$2.41K 0.73% 49
2022
Q4 		$1.34M Buy
2,711
+66
+2% +$35K 0.81% 41
2022
Q3 		$1.38M Buy
2,645
+46
+2% +$24.2K 0.91% 39
2022
Q2 		$1.34M Buy
2,599
+23
+0.9% +$11.6K 0.95% 33
2022
Q1 		$1.29M Buy
2,576
+149
+6% +$71.9K 0.9% 34
2021
Q4 		$1.15M Buy
+2,427
New +$1.1M 0.74% 39

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's UNH Position: Q1 2026 in Review

Comprehensive Financial Consultants Institutional sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 7,509 shares — an estimated $2.48M sold.

Comprehensive Financial Consultants Institutional first reported a position in UNH in Q4 2021 and held it in 17 quarters. The position peaked at $2.48M in Q4 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 7,509 UnitedHealth shares in Q1 2026, an estimated $2.48M.
  • Comprehensive Financial Consultants Institutional first reported a position in UnitedHealth in Q4 2021 and held it in 17 quarters.
  • Comprehensive Financial Consultants Institutional's UnitedHealth position peaked at $2.48M in Q4 2025.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2026, filed 8 May 2026.