First Affirmative Financial Network’s UnitedHealth UNH Stock Holding History

First Affirmative Financial Network’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	$377K	Buy	+1,393	New	+$415K	0.15%	180
2025 Q3	$490K	Sell	1,419 -40	-3%	-$12.1K	0.23%	111
2025 Q2	$455K	Sell	1,459 -25	-2%	-$9.55K	0.23%	111
2025 Q1	$777K	Sell	1,484 -119	-7%	-$60.8K	0.48%	45
2024 Q4	$811K	Sell	1,603 -38	-2%	-$21.6K	0.47%	49
2024 Q3	$960K	Buy	1,641 +37	+2%	+$20.9K	0.53%	40
2024 Q2	$817K	Sell	1,604 -106	-6%	-$52K	0.57%	32
2024 Q1	$846K	Buy	1,710 +64	+4%	+$32.5K	0.62%	27
2023 Q4	$866K	Buy	1,646 +229	+16%	+$122K	0.69%	22
2023 Q3	$714K	Sell	1,417 -10	-0.7%	-$4.92K	0.7%	27
2023 Q2	$686K	Sell	1,427 -39	-3%	-$19.1K	0.69%	26
2023 Q1	$693K	Sell	1,466 -18	-1%	-$8.69K	0.8%	16
2022 Q4	$787K	Sell	1,484 -222	-13%	-$118K	0.95%	11
2022 Q3	$862K	Sell	1,706 -288	-14%	-$151K	1.1%	13
2022 Q2	$1.02M	Sell	1,994 -178	-8%	-$89.4K	1.16%	11
2022 Q1	$1.11M	Buy	2,172 +241	+12%	+$116K	1.06%	13
2021 Q4	$970K	Buy	1,931 +121	+7%	+$54.8K	0.89%	22
2021 Q3	$707K	Buy	+1,810	New	+$750K	0.73%	28

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

First Affirmative Financial Network's UNH Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in UnitedHealth (UNH) in Q1 2026: 1,393 shares worth $377K. The stake represents 0.15% of the portfolio and ranks #180 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UNH as recently as Q3 2025.

First Affirmative Financial Network first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.11M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

First Affirmative Financial Network held 1,393 shares of UnitedHealth worth $377K as of Q1 2026.
UnitedHealth was a new First Affirmative Financial Network position in Q1 2026.
UnitedHealth made up 0.15% of First Affirmative Financial Network's portfolio in Q1 2026, its #180 holding.
First Affirmative Financial Network first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's UnitedHealth position peaked at $1.11M in Q1 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.