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Coordinated Financial Services’s UnitedHealth UNH Stock Holding History

Coordinated Financial 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 		– Sell
-711
Closed -$235K – 192
2025
Q4 		$235K Buy
+711
New +$241K 0.14% 157
2024
Q2 		– Sell
-571
Closed -$283K – 134
2024
Q1 		$283K Buy
+571
New +$290K 0.25% 98

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

Coordinated Financial Services's UNH Position: Q1 2026 in Review

Coordinated Financial Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 711 shares — an estimated $235K sold.

Coordinated Financial Services first reported a position in UNH in Q1 2024 and held it in 2 quarters. The position peaked at $283K in Q1 2024. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Coordinated Financial Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Coordinated Financial Services sold 711 UnitedHealth shares in Q1 2026, an estimated $235K.
  • Coordinated Financial Services first reported a position in UnitedHealth in Q1 2024 and held it in 2 quarters.
  • Coordinated Financial Services's UnitedHealth position peaked at $283K in Q1 2024.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.