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Davies Financial Advisors’s UnitedHealth UNH Stock Holding History

Davies Financial Advisors’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
-857
Closed -$283K – 42
2025
Q4 		$283K Sell
857
-780
-48% -$264K 0.52% 34
2025
Q3 		$565K Sell
1,637
-54
-3% -$16.3K 0.46% 47
2025
Q2 		$528K Sell
1,691
-9
-0.5% -$3.44K 0.41% 50
2025
Q1 		$891K Sell
1,700
-14
-0.8% -$7.16K 0.76% 29
2024
Q4 		$867K Sell
1,714
-198
-10% -$113K 0.74% 33
2024
Q3 		$1.12M Sell
1,912
-46
-2% -$26K 0.98% 24
2024
Q2 		$997K Sell
1,958
-155
-7% -$76K 0.93% 23
2024
Q1 		$1.05M Buy
+2,113
New +$1.07M 1.07% 23

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

Davies Financial Advisors's UNH Position: Q1 2026 in Review

Davies Financial Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 857 shares — an estimated $283K sold.

Davies Financial Advisors first reported a position in UNH in Q1 2024 and held it in 8 quarters. The position peaked at $1.12M in Q3 2024. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Davies Financial Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 857 UnitedHealth shares in Q1 2026, an estimated $283K.
  • Davies Financial Advisors first reported a position in UnitedHealth in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's UnitedHealth position peaked at $1.12M in Q3 2024.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.