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Financial Avengers’s UnitedHealth UNH Stock Holding History

Financial Avengers’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 		$74.6K Buy
276
+2
+0.7% +$596 0.03% 46
2025
Q4 		$90.4K Sell
274
-57
-17% -$19.3K 0.04% 46
2025
Q3 		$114K Buy
331
+2
+0.6% +$605 0.05% 43
2025
Q2 		$103K Buy
329
+3
+0.9% +$1.15K 0.05% 45
2025
Q1 		$171K Sell
326
-74
-19% -$37.8K 0.09% 36
2024
Q4 		$202K Sell
400
-23
-5% -$13.1K 0.1% 34
2024
Q3 		$248K Buy
423
+10
+2% +$5.66K 0.12% 31
2024
Q2 		$210K Sell
413
-40
-9% -$19.6K 0.11% 29
2024
Q1 		$222K Sell
453
-51
-10% -$25.9K 0.12% 30
2023
Q4 		$265K Buy
504
+2
+0.4% +$1.07K 0.16% 27
2023
Q3 		$253K Buy
502
+6
+1% +$2.95K 0.17% 28
2023
Q2 		$238K Buy
496
+2
+0.4% +$978 0.16% 27
2023
Q1 		$233K Buy
494
+2
+0.4% +$965 0.18% 26
2022
Q4 		$261K Buy
492
+1
+0.2% +$530 0.21% 25
2022
Q3 		$248K Buy
491
+87
+22% +$45.7K 0.2% 25
2022
Q2 		$208K Buy
404
+61
+18% +$30.6K 0.17% 27
2022
Q1 		$175K Sell
343
-69
-17% -$33.3K 0.11% 30
2021
Q4 		$207K Buy
412
+1
+0.2% +$453 0.13% 30
2021
Q3 		$160K Buy
411
+2
+0.5% +$828 0.11% 34
2021
Q2 		$164K Sell
409
-83
-17% -$33.1K 0.11% 35
2021
Q1 		$183K Sell
492
-5
-1% -$1.73K 0.14% 27
2020
Q4 		$174K Buy
+497
New +$167K 0.14% 26

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

Financial Avengers's UNH Position: Q1 2026 in Review

Financial Avengers increased its UnitedHealth (UNH) stake by 0.73% in Q1 2026, buying an estimated $596 and bringing the position to 276 shares worth $74.6K. The position accounts for 0.03% of the portfolio, ranked #46.

Financial Avengers first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $265K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Financial Avengers held 276 shares of UnitedHealth worth $74.6K as of Q1 2026.
  • Financial Avengers bought 2 UnitedHealth shares in Q1 2026, an estimated $596.
  • UnitedHealth made up 0.03% of Financial Avengers's portfolio in Q1 2026, its #46 holding.
  • Financial Avengers first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's UnitedHealth position peaked at $265K in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.