FFA
UNH icon

Fi3 Financial Advisors’s UnitedHealth UNH Stock Holding History

Fi3 Financial 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 		$417K Buy
1,542
+339
+28% +$101K 0.12% 92
2025
Q4 		$397K Sell
1,203
-137
-10% -$46.4K 0.12% 97
2025
Q3 		$463K Buy
1,340
+452
+51% +$137K 0.16% 63
2025
Q2 		$277K Sell
888
-285
-24% -$109K 0.1% 105
2025
Q1 		$614K Buy
1,173
+344
+41% +$176K 0.25% 42
2024
Q4 		$419K Sell
829
-60
-7% -$34.1K 0.16% 54
2024
Q3 		$520K Buy
889
+117
+15% +$66.2K 0.21% 45
2024
Q2 		$393K Buy
772
+12
+2% +$5.88K 0.17% 43
2024
Q1 		$374K Sell
760
-167
-18% -$84.9K 0.17% 44
2023
Q4 		$488K Sell
927
-151
-14% -$80.5K 0.23% 36
2023
Q3 		$544K Buy
1,078
+208
+24% +$102K 0.29% 33
2023
Q2 		$418K Sell
870
-142
-14% -$69.4K 0.22% 40
2023
Q1 		$478K Buy
1,012
+18
+2% +$8.69K 0.26% 39
2022
Q4 		$527K Buy
994
+451
+83% +$239K 0.3% 36
2022
Q3 		$274K Buy
543
+5
+0.9% +$2.63K 0.25% 37
2022
Q2 		$270K Buy
538
+86
+19% +$43.2K 0.22% 38
2022
Q1 		$231K Buy
452
+18
+4% +$8.68K 0.18% 44
2021
Q4 		$218K Buy
+434
New +$196K 0.14% 48

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

Fi3 Financial Advisors's UNH Position: Q1 2026 in Review

Fi3 Financial Advisors increased its UnitedHealth (UNH) stake by 28% in Q1 2026, buying an estimated $101K and bringing the position to 1,542 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #92.

Fi3 Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $614K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fi3 Financial Advisors held 1,542 shares of UnitedHealth worth $417K as of Q1 2026.
  • Fi3 Financial Advisors bought 339 UnitedHealth shares in Q1 2026, an estimated $101K.
  • UnitedHealth made up 0.12% of Fi3 Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Fi3 Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Fi3 Financial Advisors's UnitedHealth position peaked at $614K in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.