Diversify Advisory Services’s UnitedHealth UNH Stock Holding History

Diversify Advisory 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	$828K	Sell	2,233 -52,510	-96%	-$15.6M	0.13%	83
2025 Q4	$18.1M	Sell	54,743 -4,098	-7%	-$1.39M	0.57%	35
2025 Q3	$19.6M	Buy	58,841 +9,286	+19%	+$2.81M	0.66%	29
2025 Q2	$13M	Buy	49,555 +44,090	+807%	+$16.9M	0.5%	33
2025 Q1	$2.24M	Sell	5,465 -818	-13%	-$418K	0.14%	113
2024 Q4	$3.27M	Sell	6,283 -2,132	-25%	-$1.21M	0.18%	77
2024 Q3	$4.8M	Sell	8,415 -2,375	-22%	-$1.34M	0.26%	74
2024 Q2	$5.31M	Sell	10,790 -1,348	-11%	-$661K	0.29%	60
2024 Q1	$5.94M	Buy	+12,138	New	+$6.17M	0.35%	60

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

Diversify Advisory Services's UNH Position: Q1 2026 in Review

Diversify Advisory Services reduced its UnitedHealth (UNH) stake by 96% in Q1 2026, selling an estimated $15.6M and leaving 2,233 shares worth $828K. The position accounts for 0.13% of the portfolio, ranked #83.

Diversify Advisory Services first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.6M in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Diversify Advisory Services held 2,233 shares of UnitedHealth worth $828K as of Q1 2026.
Diversify Advisory Services sold 52,510 UnitedHealth shares in Q1 2026, an estimated $15.6M.
UnitedHealth made up 0.13% of Diversify Advisory Services's portfolio in Q1 2026, its #83 holding.
Diversify Advisory Services first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's UnitedHealth position peaked at $19.6M in Q3 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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