FP
UNH icon

Financial Perspectives’s UnitedHealth UNH Stock Holding History

Financial Perspectives’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 		$1.16M Sell
4,283
-9
-0.2% -$2.68K 0.32% 50
2025
Q4 		$1.42M Sell
4,292
-153
-3% -$51.8K 0.38% 44
2025
Q3 		$1.53M Buy
4,445
+90
+2% +$27.2K 0.43% 41
2025
Q2 		$1.36M Sell
4,355
-106
-2% -$40.5K 0.41% 42
2025
Q1 		$2.34M Buy
4,461
+2
+0% +$1.02K 0.8% 29
2024
Q4 		$2.26M Buy
4,459
+300
+7% +$170K 0.76% 28
2024
Q3 		$2.43M Sell
4,159
-140
-3% -$79.2K 0.84% 24
2024
Q2 		$2.19M Buy
4,299
+2
+0% +$980 0.81% 25
2024
Q1 		$2.13M Sell
4,297
-1,081
-20% -$550K 0.81% 27
2023
Q4 		$2.83M Buy
5,378
+17
+0.3% +$9.07K 1.15% 21
2023
Q3 		$2.7M Buy
5,361
+540
+11% +$266K 1.24% 17
2023
Q2 		$2.32M Buy
4,821
+54
+1% +$26.4K 1.02% 21
2023
Q1 		$2.25M Buy
4,767
+2
+0% +$965 1.08% 20
2022
Q4 		$2.53M Buy
4,765
+11
+0.2% +$5.83K 1.29% 15
2022
Q3 		$2.4M Buy
4,754
+944
+25% +$496K 1.35% 15
2022
Q2 		$1.96M Buy
3,810
+2
+0.1% +$1K 1.1% 20
2022
Q1 		$1.94M Buy
3,808
+119
+3% +$57.4K 0.91% 22
2021
Q4 		$1.85M Hold
3,689
– – 0.88% 21
2021
Q3 		$1.44M Buy
3,689
+63
+2% +$26.1K 0.73% 24
2021
Q2 		$1.45M Sell
3,626
-1,335,255
-100% -$532M 0.71% 27
2021
Q1 		$3.6M Buy
1,338,881
+1,335,941
+45,440% +$463M 0.18% 95
2020
Q4 		$1.03M Buy
2,940
+401
+16% +$134K 0.59% 30
2020
Q3 		$792K Buy
2,539
+335
+15% +$103K 0.52% 32
2020
Q2 		$650K Buy
2,204
+265
+14% +$75.9K 0.47% 34
2020
Q1 		$484K Buy
1,939
+330
+21% +$90.8K 0.39% 36
2019
Q4 		$473K Buy
+1,609
New +$421K 0.32% 38

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 Perspectives's UNH Position: Q1 2026 in Review

Financial Perspectives reduced its UnitedHealth (UNH) stake by 0.21% in Q1 2026, selling an estimated $2.68K and leaving 4,283 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #50.

Financial Perspectives first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.6M in Q1 2021. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Financial Perspectives held 4,283 shares of UnitedHealth worth $1.16M as of Q1 2026.
  • Financial Perspectives sold 9 UnitedHealth shares in Q1 2026, an estimated $2.68K.
  • UnitedHealth made up 0.32% of Financial Perspectives's portfolio in Q1 2026, its #50 holding.
  • Financial Perspectives first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's UnitedHealth position peaked at $3.6M in Q1 2021.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.