Donoghue Forlines’s UnitedHealth UNH Stock Holding History

Donoghue Forlines’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	$1.58M	Buy	+5,837	New	+$1.74M	0.44%	95
2024 Q2	–	Sell	-1,279	Closed	-$633K	–	260
2024 Q1	$633K	Buy	1,279 +185	+17%	+$94K	0.18%	140
2023 Q4	$576K	Sell	1,094 -477	-30%	-$254K	0.18%	150
2023 Q3	$792K	Buy	1,571 +783	+99%	+$385K	0.28%	97
2023 Q2	$379K	Buy	+788	New	+$385K	0.12%	188
2022 Q4	–	Sell	-1,319	Closed	-$666K	–	269
2022 Q3	$666K	Sell	1,319 -103	-7%	-$54.2K	0.24%	70
2022 Q2	$730K	Sell	1,422 -185	-12%	-$92.9K	0.19%	132
2022 Q1	$820K	Buy	+1,607	New	+$775K	0.18%	185
2021 Q4	–	Sell	-2,697	Closed	-$1.05M	–	301
2021 Q3	$1.05M	Sell	2,697 -163	-6%	-$67.5K	0.2%	118
2021 Q2	$1.15M	Sell	2,860 -614	-18%	-$245K	0.21%	113
2021 Q1	$1.29M	Buy	+3,474	New	+$1.2M	0.25%	91
2017 Q4	–	Sell	-11,550	Closed	-$2.26M	–	147
2017 Q3	$2.26M	Buy	+11,550	New	+$2.23M	0.24%	75

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

Donoghue Forlines's UNH Position: Q1 2026 in Review

Donoghue Forlines opened a new position in UnitedHealth (UNH) in Q1 2026: 5,837 shares worth $1.58M. The stake represents 0.44% of the portfolio and ranks #95 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in UNH as recently as Q1 2024.

Donoghue Forlines first reported a position in UNH in Q3 2017 and has held it in 12 quarters since. The position peaked at $2.26M in Q3 2017. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Donoghue Forlines held 5,837 shares of UnitedHealth worth $1.58M as of Q1 2026.
UnitedHealth was a new Donoghue Forlines position in Q1 2026.
UnitedHealth made up 0.44% of Donoghue Forlines's portfolio in Q1 2026, its #95 holding.
Donoghue Forlines first reported a position in UnitedHealth in Q3 2017 and has held it in 12 quarters since.
Donoghue Forlines's UnitedHealth position peaked at $2.26M in Q3 2017.
3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.