Financial Sense Advisors’s UnitedHealth UNH Stock Holding History

Financial Sense 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	$730K	Buy	2,696 +65	+2%	+$19.4K	0.15%	87
2025 Q4	$869K	Sell	2,631 -97	-4%	-$32.9K	0.16%	81
2025 Q3	$942K	Buy	+2,728	New	+$825K	0.16%	84
2015 Q3	–	Sell	-45,348	Closed	-$5.53M	–	110
2015 Q2	$5.53M	Sell	45,348 -5,079	-10%	-$601K	2.58%	8
2015 Q1	$5.96M	Sell	50,427 -2,911	-5%	-$323K	2.5%	8
2014 Q4	$5.39M	Buy	53,338 +1,167	+2%	+$111K	2.18%	15
2014 Q3	$4.5M	Sell	52,171 -782	-1%	-$66.1K	1.93%	20
2014 Q2	$4.33M	Sell	52,953 -6,591	-11%	-$519K	1.7%	24
2014 Q1	$4.88M	Buy	+59,544	New	+$4.48M	2.11%	13

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 Sense Advisors's UNH Position: Q1 2026 in Review

Financial Sense Advisors increased its UnitedHealth (UNH) stake by 2.5% in Q1 2026, buying an estimated $19.4K and bringing the position to 2,696 shares worth $730K. The position accounts for 0.15% of the portfolio, ranked #87.

Financial Sense Advisors first reported a position in UNH in Q1 2014 and has held it in 9 quarters since. The position peaked at $5.96M in Q1 2015. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Sense Advisors held 2,696 shares of UnitedHealth worth $730K as of Q1 2026.
Financial Sense Advisors bought 65 UnitedHealth shares in Q1 2026, an estimated $19.4K.
UnitedHealth made up 0.15% of Financial Sense Advisors's portfolio in Q1 2026, its #87 holding.
Financial Sense Advisors first reported a position in UnitedHealth in Q1 2014 and has held it in 9 quarters since.
Financial Sense Advisors's UnitedHealth position peaked at $5.96M in Q1 2015.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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