Financial Freedom LLC’s UnitedHealth UNH Stock Holding History

Financial Freedom LLC’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	$120K	Buy	442 +2	+0.5%	+$596	0.06%	128
2025 Q4	$145K	Buy	440 +1	+0.2%	+$339	0.07%	117
2025 Q3	$152K	Buy	439 +1	+0.2%	+$302	0.08%	116
2025 Q2	$136K	Buy	438 +2	+0.5%	+$764	0.07%	119
2025 Q1	$228K	Buy	436 +1	+0.2%	+$511	0.13%	94
2024 Q4	$220K	Buy	435 +1	+0.2%	+$568	0.12%	94
2024 Q3	$254K	Buy	434 +1	+0.2%	+$566	0.13%	86
2024 Q2	$220K	Buy	433 +69	+19%	+$33.8K	0.13%	98
2024 Q1	$180K	Buy	364 +1	+0.3%	+$508	0.11%	106
2023 Q4	$191K	Buy	363 +1	+0.3%	+$533	0.12%	98
2023 Q3	$183K	Hold	362	–	–	0.13%	97
2023 Q2	$174K	Buy	362 +1	+0.3%	+$489	0.12%	96
2023 Q1	$171K	Buy	361 +1	+0.3%	+$483	0.12%	94
2022 Q4	$191K	Buy	+360	New	+$191K	0.13%	78

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 Freedom LLC's UNH Position: Q1 2026 in Review

Financial Freedom LLC increased its UnitedHealth (UNH) stake by 0.45% in Q1 2026, buying an estimated $596 and bringing the position to 442 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #128.

Financial Freedom LLC first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $254K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Freedom LLC held 442 shares of UnitedHealth worth $120K as of Q1 2026.
Financial Freedom LLC bought 2 UnitedHealth shares in Q1 2026, an estimated $596.
UnitedHealth made up 0.06% of Financial Freedom LLC's portfolio in Q1 2026, its #128 holding.
Financial Freedom LLC first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's UnitedHealth position peaked at $254K in Q3 2024.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.