Financial Connections Group’s UnitedHealth UNH Stock Holding History

Financial Connections 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	$6K	Hold	24	–	–	﹤0.01%	212
2025 Q4	$7K	Hold	24	–	–	﹤0.01%	192
2025 Q3	$8K	Sell	24 -21	-47%	-$6.35K	﹤0.01%	185
2025 Q2	$14K	Sell	45 -22	-33%	-$8.41K	0.01%	161
2025 Q1	$35K	Sell	67 -58	-46%	-$29.6K	0.02%	112
2024 Q4	$63K	Sell	125 -59	-32%	-$33.5K	0.03%	86
2024 Q3	$107K	Sell	184 -40	-18%	-$22.6K	0.05%	64
2024 Q2	$114K	Buy	224 +9	+4%	+$4.41K	0.06%	65
2024 Q1	$107K	Buy	215 +13	+6%	+$6.61K	0.12%	39
2023 Q4	$106K	Sell	202 -12	-6%	-$6.4K	0.07%	71
2023 Q3	$107K	Sell	214 -13	-6%	-$6.4K	0.13%	48
2023 Q2	$109K	Buy	227 +13	+6%	+$6.36K	0.07%	78
2023 Q1	$101K	Hold	214	–	–	0.07%	64
2022 Q4	$113K	Hold	214	–	–	0.09%	64
2022 Q3	$108K	Sell	214 -67	-24%	-$35.2K	0.09%	57
2022 Q2	$144K	Buy	281 +54	+24%	+$27.1K	0.13%	56
2022 Q1	$115K	Hold	227	–	–	0.12%	70
2021 Q4	$113K	Buy	+227	New	+$103K	0.11%	73

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 Connections Group's UNH Position: Q1 2026 in Review

Financial Connections Group held its UnitedHealth (UNH) position steady in Q1 2026 at 24 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Financial Connections Group first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $144K in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Connections Group held 24 shares of UnitedHealth worth $6K as of Q1 2026.
Financial Connections Group left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #212 holding.
Financial Connections Group first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Financial Connections Group's UnitedHealth position peaked at $144K in Q2 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.