Financial Advisors Network’s UnitedHealth UNH Stock Holding History

Financial Advisors Network’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	$1.11M	Buy	4,117 +226	+6%	+$67.3K	0.15%	72
2025 Q4	$1.28M	Buy	3,891 +58	+2%	+$19.7K	0.18%	71
2025 Q3	$1.32M	Buy	3,833 +399	+12%	+$121K	0.19%	70
2025 Q2	$1.07M	Sell	3,434 -28	-0.8%	-$10.7K	0.16%	73
2025 Q1	$1.81M	Buy	3,462 +11	+0.3%	+$5.62K	0.3%	56
2024 Q4	$1.75M	Buy	+3,451	New	+$1.96M	0.29%	58
2023 Q4	$1.41M	Buy	2,678 +93	+4%	+$49.6K	0.28%	52
2023 Q3	$1.3M	Buy	+2,585	New	+$1.27M	0.29%	49
2022 Q4	$1.34M	Hold	2,528	–	–	0.35%	45
2022 Q3	$1.28M	Buy	2,528 +278	+12%	+$146K	0.38%	44
2022 Q2	$1.16M	Hold	2,250	–	–	0.32%	48
2022 Q1	$1.15M	Buy	2,250 +26	+1%	+$12.5K	0.28%	49
2021 Q4	$1.12M	Hold	2,224	–	–	0.25%	55
2021 Q3	$1.02M	Hold	2,224	–	–	0.24%	57
2021 Q2	$891K	Hold	2,224	–	–	0.26%	55
2021 Q1	$827K	Hold	2,224	–	–	0.27%	57
2020 Q4	$780K	Hold	2,224	–	–	0.27%	53
2020 Q3	$693K	Sell	2,224 -326	-13%	-$100K	0.27%	53
2020 Q2	$752K	Hold	2,550	–	–	0.31%	52
2020 Q1	$636K	Hold	2,550	–	–	0.3%	49
2019 Q4	$750K	Buy	2,550 +134	+6%	+$35.1K	0.34%	53
2019 Q3	$525K	Hold	2,416	–	–	0.27%	67
2019 Q2	$595K	Hold	2,416	–	–	0.32%	61
2019 Q1	$584K	Sell	2,416 -30	-1%	-$7.65K	0.34%	57
2018 Q4	$609K	Buy	+2,446	New	+$646K	0.38%	55
2018 Q2	$599K	Buy	+2,441	New	+$586K	0.36%	53
2017 Q1	–	Sell	-127	Closed	-$20.7K	–	432
2016 Q4	$20.7K	Buy	+127	New	+$19K	0.02%	198

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

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

Financial Advisors Network increased its UnitedHealth (UNH) stake by 5.8% in Q1 2026, buying an estimated $67.3K and bringing the position to 4,117 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #72.

Financial Advisors Network first reported a position in UNH in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.81M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Advisors Network held 4,117 shares of UnitedHealth worth $1.11M as of Q1 2026.
Financial Advisors Network bought 226 UnitedHealth shares in Q1 2026, an estimated $67.3K.
UnitedHealth made up 0.15% of Financial Advisors Network's portfolio in Q1 2026, its #72 holding.
Financial Advisors Network first reported a position in UnitedHealth in Q4 2016 and has held it in 27 quarters since.
Financial Advisors Network's UnitedHealth position peaked at $1.81M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.