Financial Engines Advisors
UNH icon

Financial Engines Advisors’s UnitedHealth UNH Stock Holding History

Financial Engines 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 		$1.46M Buy
5,396
+345
+7% +$103K ﹤0.01% 256
2025
Q4 		$1.67M Buy
5,051
+737
+17% +$250K ﹤0.01% 256
2025
Q3 		$1.49M Sell
4,314
-222
-5% -$67.1K ﹤0.01% 263
2025
Q2 		$1.42M Buy
4,536
+2,138
+89% +$817K ﹤0.01% 253
2025
Q1 		$1.26M Sell
2,398
-1,437
-37% -$735K ﹤0.01% 234
2024
Q4 		$1.94M Buy
3,835
+1,428
+59% +$811K ﹤0.01% 197
2024
Q3 		$1.41M Sell
2,407
-260
-10% -$147K ﹤0.01% 208
2024
Q2 		$1.36M Sell
2,667
-849
-24% -$416K ﹤0.01% 194
2024
Q1 		$1.74M Buy
3,516
+515
+17% +$262K ﹤0.01% 167
2023
Q4 		$1.58M Buy
3,001
+299
+11% +$159K ﹤0.01% 158
2023
Q3 		$1.36M Buy
2,702
+103
+4% +$50.7K ﹤0.01% 153
2023
Q2 		$1.25M Sell
2,599
-1
-0% -$489 ﹤0.01% 162
2023
Q1 		$1.23M Sell
2,600
-719
-22% -$347K ﹤0.01% 167
2022
Q4 		$1.76M Sell
3,319
-68
-2% -$36K 0.01% 135
2022
Q3 		$1.71M Buy
3,387
+1,041
+44% +$547K 0.01% 123
2022
Q2 		$1.2M Buy
2,346
+94
+4% +$47.2K ﹤0.01% 142
2022
Q1 		$1.15M Buy
2,252
+70
+3% +$33.8K ﹤0.01% 155
2021
Q4 		$1.1M Sell
2,182
-519
-19% -$235K ﹤0.01% 117
2021
Q3 		$1.05M Buy
2,701
+721
+36% +$299K ﹤0.01% 111
2021
Q2 		$793K Sell
1,980
-1,039
-34% -$414K ﹤0.01% 116
2021
Q1 		$1.12M Buy
3,019
+45
+2% +$15.6K ﹤0.01% 109
2020
Q4 		$1.04M Buy
2,974
+62
+2% +$20.8K ﹤0.01% 110
2020
Q3 		$908K Buy
2,912
+882
+43% +$271K ﹤0.01% 113
2020
Q2 		$599K Buy
+2,030
New +$582K ﹤0.01% 124
2018
Q1 		– Sell
-28
Closed -$6K – 228
2017
Q4 		$6K Buy
+28
New +$5.93K ﹤0.01% 116

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 Engines Advisors's UNH Position: Q1 2026 in Review

Financial Engines Advisors increased its UnitedHealth (UNH) stake by 6.8% in Q1 2026, buying an estimated $103K and bringing the position to 5,396 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Financial Engines Advisors first reported a position in UNH in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.94M in Q4 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Financial Engines Advisors held 5,396 shares of UnitedHealth worth $1.46M as of Q1 2026.
  • Financial Engines Advisors bought 345 UnitedHealth shares in Q1 2026, an estimated $103K.
  • UnitedHealth made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #256 holding.
  • Financial Engines Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 25 quarters since.
  • Financial Engines Advisors's UnitedHealth position peaked at $1.94M in Q4 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.