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Ethos Financial Group’s UnitedHealth UNH Stock Holding History

Ethos Financial Group’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 		$512K Sell
1,893
-35
-2% -$10.4K 0.04% 302
2025
Q4 		$636K Buy
1,928
+244
+14% +$82.7K 0.05% 257
2025
Q3 		$581K Sell
1,684
-154
-8% -$46.6K 0.05% 246
2025
Q2 		$574K Sell
1,838
-453
-20% -$173K 0.05% 246
2025
Q1 		$1.16M Buy
2,291
+17
+0.7% +$8.69K 0.11% 146
2024
Q4 		$1.15M Sell
2,274
-912
-29% -$518K 0.15% 97
2024
Q3 		$1.86M Buy
3,186
+700
+28% +$396K 0.31% 58
2024
Q2 		$1.28M Buy
2,486
+270
+12% +$132K 0.23% 68
2024
Q1 		$1.1M Buy
2,216
+319
+17% +$162K 0.21% 72
2023
Q4 		$999K Buy
1,897
+423
+29% +$226K 0.21% 74
2023
Q3 		$743K Buy
1,474
+418
+40% +$206K 0.19% 73
2023
Q2 		$499K Hold
1,056
– – 0.17% 70
2023
Q1 		$499K Sell
1,056
-267
-20% -$129K 0.16% 83
2022
Q4 		$702K Buy
+1,323
New +$701K 0.24% 60

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

Ethos Financial Group's UNH Position: Q1 2026 in Review

Ethos Financial Group reduced its UnitedHealth (UNH) stake by 1.8% in Q1 2026, selling an estimated $10.4K and leaving 1,893 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #302.

Ethos Financial Group first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ethos Financial Group held 1,893 shares of UnitedHealth worth $512K as of Q1 2026.
  • Ethos Financial Group sold 35 UnitedHealth shares in Q1 2026, an estimated $10.4K.
  • UnitedHealth made up 0.04% of Ethos Financial Group's portfolio in Q1 2026, its #302 holding.
  • Ethos Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Ethos Financial Group's UnitedHealth position peaked at $1.86M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.