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Englebert Financial Advisers’s UnitedHealth UNH Stock Holding History

Englebert Financial Advisers’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 		$552K Buy
2,039
+46
+2% +$13.7K 0.63% 35
2025
Q4 		$658K Buy
+1,993
New +$675K 0.75% 32

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

Englebert Financial Advisers's UNH Position: Q1 2026 in Review

Englebert Financial Advisers increased its UnitedHealth (UNH) stake by 2.3% in Q1 2026, buying an estimated $13.7K and bringing the position to 2,039 shares worth $552K. The position accounts for 0.63% of the portfolio, ranked #35.

Englebert Financial Advisers first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $658K in Q4 2025. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Englebert Financial Advisers held 2,039 shares of UnitedHealth worth $552K as of Q1 2026.
  • Englebert Financial Advisers bought 46 UnitedHealth shares in Q1 2026, an estimated $13.7K.
  • UnitedHealth made up 0.63% of Englebert Financial Advisers's portfolio in Q1 2026, its #35 holding.
  • Englebert Financial Advisers first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Englebert Financial Advisers's UnitedHealth position peaked at $658K in Q4 2025.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Englebert Financial Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.