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Curran Financial Partners’s UnitedHealth UNH Stock Holding History

Curran Financial Partners’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
-607
Closed -$200K – 131
2025
Q4 		$200K Sell
607
-308
-34% -$104K 0.04% 126
2025
Q3 		$316K Sell
915
-47
-5% -$14.2K 0.06% 109
2025
Q2 		$300K Buy
962
+206
+27% +$78.7K 0.07% 100
2025
Q1 		$396K Buy
756
+29
+4% +$14.8K 0.1% 70
2024
Q4 		$368K Buy
727
+143
+24% +$81.3K 0.1% 71
2024
Q3 		$342K Buy
584
+7
+1% +$3.96K 0.1% 72
2024
Q2 		$294K Buy
577
+7
+1% +$3.43K 0.1% 70
2024
Q1 		$282K Hold
570
– – 0.1% 69
2023
Q4 		$293K Sell
570
-35
-6% -$18.7K 0.11% 64
2023
Q3 		$305K Hold
605
– – 0.13% 56
2023
Q2 		$291K Buy
605
+18
+3% +$8.8K 0.13% 61
2023
Q1 		$277K Buy
587
+38
+7% +$18.3K 0.13% 59
2022
Q4 		$291K Sell
549
-148
-21% -$78.4K 0.14% 59
2022
Q3 		$352K Buy
697
+15
+2% +$7.89K 0.18% 44
2022
Q2 		$350K Buy
682
+6
+0.9% +$3.01K 0.17% 48
2022
Q1 		$345K Hold
676
– – 0.14% 60
2021
Q4 		$339K Buy
676
+23
+4% +$10.4K 0.14% 56
2021
Q3 		$256K Buy
653
+10
+2% +$4.14K 0.13% 51
2021
Q2 		$257K Sell
643
-62
-9% -$24.7K 0.14% 59
2021
Q1 		$262K Hold
705
– – 0.19% 53
2020
Q4 		$247K Buy
+705
New +$236K 0.21% 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

Curran Financial Partners's UNH Position: Q1 2026 in Review

Curran Financial Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 607 shares — an estimated $200K sold.

Curran Financial Partners first reported a position in UNH in Q4 2020 and held it in 21 quarters. The position peaked at $396K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Curran Financial Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Curran Financial Partners sold 607 UnitedHealth shares in Q1 2026, an estimated $200K.
  • Curran Financial Partners first reported a position in UnitedHealth in Q4 2020 and held it in 21 quarters.
  • Curran Financial Partners's UnitedHealth position peaked at $396K in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.