Coyle Financial Counsel’s UnitedHealth UNH Stock Holding History

Coyle Financial Counsel’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	$201K	Buy	744 +90	+14%	+$26.8K	0.04%	111
2025 Q4	$216K	Buy	+654	New	+$222K	0.05%	109
2025 Q3	–	Sell	-816	Closed	-$255K	–	103
2025 Q2	$255K	Buy	+816	New	+$312K	0.07%	82
2018 Q3	–	Sell	-1,064	Closed	-$261K	–	283
2018 Q2	$261K	Buy	+1,064	New	+$255K	0.24%	45

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

Coyle Financial Counsel's UNH Position: Q1 2026 in Review

Coyle Financial Counsel increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $26.8K and bringing the position to 744 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #111.

Coyle Financial Counsel first reported a position in UNH in Q2 2018 and has held it in 4 quarters since. The position peaked at $261K in Q2 2018. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Coyle Financial Counsel held 744 shares of UnitedHealth worth $201K as of Q1 2026.
Coyle Financial Counsel bought 90 UnitedHealth shares in Q1 2026, an estimated $26.8K.
UnitedHealth made up 0.04% of Coyle Financial Counsel's portfolio in Q1 2026, its #111 holding.
Coyle Financial Counsel first reported a position in UnitedHealth in Q2 2018 and has held it in 4 quarters since.
Coyle Financial Counsel's UnitedHealth position peaked at $261K in Q2 2018.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.