FI
UNH icon

Finivi Inc’s UnitedHealth UNH Stock Holding History

Finivi Inc’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
Q2 		$1.33M Buy
3,211
+96
+3% +$35.6K 0.68% 39
2026
Q1 		$843K Sell
3,115
-1,056
-25% -$314K 0.46% 52
2025
Q4 		$1.38M Sell
4,171
-233
-5% -$79K 0.8% 35
2025
Q3 		$1.52M Sell
4,404
-110
-2% -$33.3K 0.97% 30
2025
Q2 		$1.41M Sell
4,514
-11
-0.2% -$4.2K 0.95% 30
2025
Q1 		$2.37M Buy
4,525
+121
+3% +$61.9K 1.91% 22
2024
Q4 		$2.23M Sell
4,404
-122
-3% -$69.3K 1.78% 23
2024
Q3 		$2.65M Sell
4,526
-341
-7% -$193K 2.14% 18
2024
Q2 		$2.48M Buy
4,867
+39
+0.8% +$19.1K 2.05% 16
2024
Q1 		$2.39M Sell
4,828
-13
-0.3% -$6.61K 2.16% 17
2023
Q4 		$2.55M Buy
+4,841
New +$2.58M 2.49% 11
2021
Q4 		$2.49M Buy
+4,952
New +$2.24M 2.62% 12

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PAM
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Handelsbanken Fonder
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DC
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CNB
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CRM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return