Financial Gravity Asset Management’s UnitedHealth UNH Stock Holding History

Financial Gravity Asset Management’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	$131K	Hold	485	–	–	0.02%	195
2025 Q4	$160K	Sell	485 -119	-20%	-$40.3K	0.03%	142
2025 Q3	$209K	Buy	+604	New	+$183K	0.04%	148
2025 Q1	$62.9K	Buy	+120	New	+$61.3K	0.01%	277
2024 Q2	$1.02K	Sell	2 -22	-92%	-$10.8K	﹤0.01%	818
2024 Q1	$12.7K	Hold	24	–	–	﹤0.01%	435
2023 Q4	$13.1K	Buy	+24	New	+$12.8K	﹤0.01%	443
2021 Q3	$396K	Sell	43 -22	-34%	-$9.11K	0.19%	98
2021 Q2	$417K	Buy	+65	New	+$25.9K	0.15%	94
2020 Q4	$20K	Buy	+56	New	+$18.8K	0.02%	132
2019 Q4	$419K	Sell	496 -95	-16%	-$24.9K	0.29%	28
2019 Q3	$128K	Sell	591 -139	-19%	-$33.5K	0.11%	174
2019 Q2	$178K	Buy	730 +493	+208%	+$119K	0.15%	158
2019 Q1	$58K	Buy	+237	New	+$60.4K	0.05%	282
2018 Q3	$76K	Buy	296 +14	+5%	+$3.64K	0.08%	249
2018 Q2	$74K	Buy	282 +32	+13%	+$7.68K	0.07%	255
2018 Q1	$58K	Buy	+250	New	+$57.1K	0.06%	275

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Gravity Asset Management's UNH Position: Q1 2026 in Review

Financial Gravity Asset Management held its UnitedHealth (UNH) position steady in Q1 2026 at 485 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #195.

Financial Gravity Asset Management first reported a position in UNH in Q1 2018 and has held it in 17 quarters since. The position peaked at $419K in Q4 2019. 3,045 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Gravity Asset Management held 485 shares of UnitedHealth worth $131K as of Q1 2026.
Financial Gravity Asset Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #195 holding.
Financial Gravity Asset Management first reported a position in UnitedHealth in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's UnitedHealth position peaked at $419K in Q4 2019.
3,045 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.