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

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Finivi Inc's UNH Position: Q2 2026 in Review

Finivi Inc increased its UnitedHealth (UNH) stake by 3.1% in Q2 2026, buying an estimated $35.6K and bringing the position to 3,211 shares worth $1.33M. The position accounts for 0.68% of the portfolio, ranked #39.

Finivi Inc first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.65M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Finivi Inc held 3,211 shares of UnitedHealth worth $1.33M as of Q2 2026.
Finivi Inc bought 96 UnitedHealth shares in Q2 2026, an estimated $35.6K.
UnitedHealth made up 0.68% of Finivi Inc's portfolio in Q2 2026, its #39 holding.
Finivi Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
Finivi Inc's UnitedHealth position peaked at $2.65M in Q3 2024.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.