Copley Financial Group’s UnitedHealth UNH Stock Holding History

Copley 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	$435K	Sell	1,608 -90	-5%	-$26.8K	0.26%	61
2025 Q4	$561K	Sell	1,698 -151	-8%	-$51.2K	0.35%	42
2025 Q3	$638K	Buy	1,849 +485	+36%	+$147K	0.44%	34
2025 Q2	$426K	Buy	1,364 +6	+0.4%	+$2.29K	0.32%	64
2025 Q1	$711K	Buy	1,358 +9	+0.7%	+$4.6K	0.54%	30
2024 Q4	$682K	Buy	1,349 +4	+0.3%	+$2.27K	0.52%	32
2024 Q3	$786K	Buy	+1,345	New	+$761K	0.71%	20

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Copley Financial Group reduced its UnitedHealth (UNH) stake by 5.3% in Q1 2026, selling an estimated $26.8K and leaving 1,608 shares worth $435K. The position accounts for 0.26% of the portfolio, ranked #61.

Copley Financial Group first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $786K in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Copley Financial Group held 1,608 shares of UnitedHealth worth $435K as of Q1 2026.
Copley Financial Group sold 90 UnitedHealth shares in Q1 2026, an estimated $26.8K.
UnitedHealth made up 0.26% of Copley Financial Group's portfolio in Q1 2026, its #61 holding.
Copley Financial Group first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's UnitedHealth position peaked at $786K in Q3 2024.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.