Financiere des Professionnels’s UnitedHealth UNH Stock Holding History

Financiere des Professionnels’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	$2.84M	Buy	10,500 +9,755	+1,309%	+$2.91M	0.17%	119
2025 Q4	$246K	Sell	745 -136	-15%	-$46.1K	0.01%	276
2025 Q3	$304K	Sell	881 -620	-41%	-$188K	0.02%	274
2025 Q2	$468K	Buy	1,501 +690	+85%	+$264K	0.03%	217
2025 Q1	$425K	Buy	811 +78	+11%	+$39.9K	0.03%	140
2024 Q4	$371K	Sell	733 -45	-6%	-$25.6K	0.03%	143
2024 Q3	$455K	Buy	+778	New	+$440K	0.03%	137

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

Financiere des Professionnels's UNH Position: Q1 2026 in Review

Financiere des Professionnels increased its UnitedHealth (UNH) stake by 1,309% in Q1 2026, buying an estimated $2.91M and bringing the position to 10,500 shares worth $2.84M. The position accounts for 0.17% of the portfolio, ranked #119.

Financiere des Professionnels first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financiere des Professionnels held 10,500 shares of UnitedHealth worth $2.84M as of Q1 2026.
Financiere des Professionnels bought 9,755 UnitedHealth shares in Q1 2026, an estimated $2.91M.
UnitedHealth made up 0.17% of Financiere des Professionnels's portfolio in Q1 2026, its #119 holding.
Financiere des Professionnels first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financiere des Professionnels's 13F filing for Q1 2026, filed 6 May 2026.