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E&G Advisors’s UnitedHealth UNH Stock Holding History

E&G 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 		$807K Buy
2,982
+9
+0.3% +$2.68K 0.18% 99
2025
Q4 		$981K Sell
2,973
-10
-0.3% -$3.39K 0.22% 88
2025
Q3 		$1.03M Buy
2,983
+50
+2% +$15.1K 0.24% 84
2025
Q2 		$915K Buy
2,933
+5
+0.2% +$1.91K 0.24% 82
2025
Q1 		$1.53M Sell
2,928
-35
-1% -$17.9K 0.43% 50
2024
Q4 		$1.5M Buy
2,963
+30
+1% +$17K 0.41% 50
2024
Q3 		$1.71M Hold
2,933
– – 0.47% 40
2024
Q2 		$1.49M Hold
2,933
– – 0.44% 47
2024
Q1 		$1.45M Buy
2,933
+81
+3% +$41.2K 0.46% 49
2023
Q4 		$1.5M Buy
2,852
+2
+0.1% +$1.07K 0.53% 39
2023
Q3 		$1.44M Sell
2,850
-30
-1% -$14.8K 0.53% 46
2023
Q2 		$1.38M Hold
2,880
– – 0.48% 51
2023
Q1 		$1.36M Sell
2,880
-2,994
-51% -$1.44M 0.5% 47
2022
Q4 		$3.11M Buy
5,874
+125
+2% +$66.2K 1.17% 12
2022
Q3 		$2.9M Hold
5,749
– – 1.07% 16
2022
Q2 		$2.95M Buy
5,749
+150
+3% +$75.3K 1% 18
2022
Q1 		$2.85M Hold
5,599
– – 0.78% 20
2021
Q4 		$2.81M Hold
5,599
– – 0.7% 27
2021
Q3 		$2.19M Buy
+5,599
New +$2.32M 0.59% 36
2021
Q2 		– Sell
-5,544
Closed -$2.21M – 31
2021
Q1 		$2.06M Buy
5,544
+121
+2% +$41.9K 0.6% 32
2020
Q4 		$1.9M Sell
5,423
-60
-1% -$20.1K 0.59% 30
2020
Q3 		$1.71M Buy
5,483
+8
+0.1% +$2.46K 0.59% 26
2020
Q2 		$1.61M Hold
5,475
– – 0.62% 27
2020
Q1 		$1.36M Sell
5,475
-650
-11% -$179K 0.67% 26
2019
Q4 		$1.8M Sell
6,125
-300
-5% -$78.5K 0.67% 36
2019
Q3 		$1.4M Hold
6,425
– – 0.56% 44
2019
Q2 		$1.57M Sell
6,425
-300
-4% -$72.2K 0.67% 35
2019
Q1 		$1.66M Sell
6,725
-3,100
-32% -$791K 0.73% 31
2018
Q4 		$2.45M Hold
9,825
– – 1.11% 14
2018
Q3 		$2.61M Buy
9,825
+300
+3% +$78K 0.99% 14
2018
Q2 		$2.34M Buy
9,525
+300
+3% +$72K 0.98% 16
2018
Q1 		$1.97M Sell
9,225
-500
-5% -$114K 0.85% 22
2017
Q4 		$2.14M Sell
9,725
-1,300
-12% -$276K 0.9% 22
2017
Q3 		$2.16M Sell
11,025
-200
-2% -$38.6K 0.97% 20
2017
Q2 		$2.08M Sell
11,225
-1,700
-13% -$298K 1% 23
2017
Q1 		$2.12M Buy
12,925
+900
+7% +$147K 1.09% 20
2016
Q4 		$1.92M Sell
12,025
-600
-5% -$89.6K 1.14% 16
2016
Q3 		$1.77M Sell
12,625
-10,425
-45% -$1.46M 1.04% 19
2016
Q2 		$3.25M Buy
23,050
+200
+0.9% +$26.7K 1.98% 9
2016
Q1 		$2.94M Sell
22,850
-25
-0.1% -$2.96K 1.92% 12
2015
Q4 		$2.69M Buy
22,875
+100
+0.4% +$11.7K 1.61% 14
2015
Q3 		$2.64M Buy
22,775
+5,500
+32% +$658K 1.68% 15
2015
Q2 		$2.11M Buy
17,275
+2,920
+20% +$345K 1.23% 23
2015
Q1 		$1.7M Buy
14,355
+1,300
+10% +$144K 1% 27
2014
Q4 		$1.32M Hold
13,055
– – 0.86% 34
2014
Q3 		$1.13M Hold
13,055
– – 0.72% 44
2014
Q2 		$1.07M Buy
13,055
+480
+4% +$37.8K 0.69% 49
2014
Q1 		$1.03M Buy
12,575
+6,350
+102% +$478K 0.81% 43
2013
Q4 		$469K Buy
+6,225
New +$447K 0.44% 57

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

E&G Advisors's UNH Position: Q1 2026 in Review

E&G Advisors increased its UnitedHealth (UNH) stake by 0.3% in Q1 2026, buying an estimated $2.68K and bringing the position to 2,982 shares worth $807K. The position accounts for 0.18% of the portfolio, ranked #99.

E&G Advisors first reported a position in UNH in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.25M in Q2 2016. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • E&G Advisors held 2,982 shares of UnitedHealth worth $807K as of Q1 2026.
  • E&G Advisors bought 9 UnitedHealth shares in Q1 2026, an estimated $2.68K.
  • UnitedHealth made up 0.18% of E&G Advisors's portfolio in Q1 2026, its #99 holding.
  • E&G Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 49 quarters since.
  • E&G Advisors's UnitedHealth position peaked at $3.25M in Q2 2016.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.