Financial Council’s UnitedHealth UNH Stock Holding History

Financial Council’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	$222K	Hold	820	–	–	0.09%	95
2025 Q4	$271K	Buy	820 +14	+2%	+$4.74K	0.11%	73
2025 Q3	$278K	Sell	806 -6	-0.7%	-$1.81K	0.12%	67
2025 Q2	$253K	Hold	812	–	–	0.12%	74
2025 Q1	$425K	Sell	812 -15	-2%	-$7.67K	0.23%	47
2024 Q4	$418K	Hold	827	–	–	0.22%	49
2024 Q3	$484K	Hold	827	–	–	0.25%	44
2024 Q2	$421K	Buy	827 +17	+2%	+$8.33K	0.24%	46
2024 Q1	$401K	Hold	810	–	–	0.24%	46
2023 Q4	$426K	Buy	810 +40	+5%	+$21.3K	0.29%	43
2023 Q3	$388K	Buy	770 +37	+5%	+$18.2K	0.31%	39
2023 Q2	$352K	Hold	733	–	–	0.27%	40
2023 Q1	$346K	Hold	733	–	–	0.28%	39
2022 Q4	$389K	Hold	733	–	–	0.24%	39
2022 Q3	$370K	Buy	+733	New	+$385K	0.43%	33

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 Council's UNH Position: Q1 2026 in Review

Financial Council held its UnitedHealth (UNH) position steady in Q1 2026 at 820 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #95.

Financial Council first reported a position in UNH in Q3 2022 and has held it in 15 quarters since. The position peaked at $484K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Council held 820 shares of UnitedHealth worth $222K as of Q1 2026.
Financial Council left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.09% of Financial Council's portfolio in Q1 2026, its #95 holding.
Financial Council first reported a position in UnitedHealth in Q3 2022 and has held it in 15 quarters since.
Financial Council's UnitedHealth position peaked at $484K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.