FTA
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Financial & Tax Architects’s UnitedHealth UNH Stock Holding History

Financial & Tax Architects’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 		$247K Buy
914
+46
+5% +$13.7K 0.06% 104
2025
Q4 		$287K Hold
868
– – 0.06% 97
2025
Q3 		$300K Sell
868
-15
-2% -$4.54K 0.07% 96
2025
Q2 		$275K Buy
883
+14
+2% +$5.35K 0.07% 87
2025
Q1 		$455K Sell
869
-2
-0.2% -$1.02K 0.11% 89
2024
Q4 		$441K Buy
871
+3
+0.3% +$1.71K 0.11% 90
2024
Q3 		$508K Hold
868
– – 0.13% 79
2024
Q2 		$442K Buy
+868
New +$425K 0.12% 79

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 & Tax Architects's UNH Position: Q1 2026 in Review

Financial & Tax Architects increased its UnitedHealth (UNH) stake by 5.3% in Q1 2026, buying an estimated $13.7K and bringing the position to 914 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #104.

Financial & Tax Architects first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $508K in Q3 2024. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Financial & Tax Architects held 914 shares of UnitedHealth worth $247K as of Q1 2026.
  • Financial & Tax Architects bought 46 UnitedHealth shares in Q1 2026, an estimated $13.7K.
  • UnitedHealth made up 0.06% of Financial & Tax Architects's portfolio in Q1 2026, its #104 holding.
  • Financial & Tax Architects first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Financial & Tax Architects's UnitedHealth position peaked at $508K in Q3 2024.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.