Financial Insights’s UnitedHealth UNH Stock Holding History

Financial Insights’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	–	Sell	-857	Closed	-$283K	–	135
2025 Q4	$283K	Sell	857 -188	-18%	-$63.7K	0.09%	101
2025 Q3	$361K	Buy	+1,045	New	+$316K	0.12%	92
2025 Q2	–	Sell	-590	Closed	-$309K	–	134
2025 Q1	$309K	Buy	+590	New	+$302K	0.12%	78
2024 Q4	–	Sell	-997	Closed	-$583K	–	145
2024 Q3	$583K	Sell	997 -673	-40%	-$381K	0.18%	77
2024 Q2	$850K	Sell	1,670 -502	-23%	-$246K	0.24%	67
2024 Q1	$1.07M	Sell	2,172 -566	-21%	-$288K	0.3%	65
2023 Q4	$1.44M	Buy	2,738 +92	+3%	+$49.1K	0.45%	44
2023 Q3	$1.42M	Buy	2,646 +38	+1%	+$18.7K	0.51%	38
2023 Q2	$1.25M	Buy	2,608 +454	+21%	+$222K	0.46%	42
2023 Q1	$1.02M	Buy	2,154 +410	+24%	+$198K	0.41%	45
2022 Q4	$925K	Buy	1,744 +771	+79%	+$408K	0.44%	49
2022 Q3	$491K	Buy	+973	New	+$512K	0.33%	64

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 Insights's UNH Position: Q1 2026 in Review

Financial Insights sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 857 shares — an estimated $283K sold.

Financial Insights first reported a position in UNH in Q3 2022 and held it in 12 quarters. The position peaked at $1.44M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Insights reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Financial Insights sold 857 UnitedHealth shares in Q1 2026, an estimated $283K.
Financial Insights first reported a position in UnitedHealth in Q3 2022 and held it in 12 quarters.
Financial Insights's UnitedHealth position peaked at $1.44M in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.