First Foundation Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.66M | Sell |
9,828
-223
| -2% | -$66.4K | 0.11% | 123 |
|
|
2025
Q4 | $3.32M | Buy |
10,051
+75
| +0.8% | +$25.4K | 0.13% | 106 |
|
|
2025
Q3 | $3.44M | Sell |
9,976
-1,564
| -14% | -$473K | 0.13% | 110 |
|
|
2025
Q2 | $3.6M | Sell |
11,540
-15,502
| -57% | -$5.92M | 0.13% | 107 |
|
|
2025
Q1 | $14.2M | Sell |
27,042
-2,450
| -8% | -$1.25M | 0.58% | 40 |
|
|
2024
Q4 | $14.9M | Sell |
29,492
-1,470
| -5% | -$835K | 0.56% | 38 |
|
|
2024
Q3 | $18.1M | Sell |
30,962
-4,231
| -12% | -$2.39M | 0.68% | 34 |
|
|
2024
Q2 | $17.9M | Sell |
35,193
-15,189
| -30% | -$7.44M | 0.68% | 35 |
|
|
2024
Q1 | $24.9M | Sell |
50,382
-1,079
| -2% | -$549K | 1% | 24 |
|
|
2023
Q4 | $27.1M | Sell |
51,461
-12,145
| -19% | -$6.48M | 1.23% | 17 |
|
|
2023
Q3 | $32.1M | Buy |
63,606
+3,501
| +6% | +$1.72M | 1.5% | 11 |
|
|
2023
Q2 | $28.9M | Buy |
60,105
+292
| +0.5% | +$143K | 1.25% | 14 |
|
|
2023
Q1 | $28.3M | Buy |
59,813
+1,096
| +2% | +$529K | 1.3% | 16 |
|
|
2022
Q4 | $31.1M | Sell |
58,717
-15,575
| -21% | -$8.25M | 1.49% | 13 |
|
|
2022
Q3 | $37.5M | Sell |
74,292
-11,236
| -13% | -$5.91M | 1.84% | 8 |
|
|
2022
Q2 | $43.9M | Buy |
85,528
+5,306
| +7% | +$2.66M | 1.94% | 11 |
|
|
2022
Q1 | $40.9M | Buy |
80,222
+1,541
| +2% | +$743K | 1.48% | 13 |
|
|
2021
Q4 | $39.5M | Buy |
78,681
+20,570
| +35% | +$9.31M | 1.36% | 16 |
|
|
2021
Q3 | $22.7M | Buy |
58,111
+2,607
| +5% | +$1.08M | 0.85% | 30 |
|
|
2021
Q2 | $22.2M | Buy |
55,504
+3,137
| +6% | +$1.25M | 0.86% | 27 |
|
|
2021
Q1 | $19.5M | Buy |
52,367
+4,779
| +10% | +$1.66M | 0.84% | 30 |
|
|
2020
Q4 | $16.7M | Buy |
47,588
+2,606
| +6% | +$874K | 0.74% | 36 |
|
|
2020
Q3 | $14M | Sell |
44,982
-20
| -0% | -$6.14K | 0.65% | 36 |
|
|
2020
Q2 | $13.3M | Buy |
45,002
+1,092
| +2% | +$313K | 0.68% | 35 |
|
|
2020
Q1 | $10.9M | Sell |
43,910
-503
| -1% | -$138K | 0.67% | 36 |
|
|
2019
Q4 | $13.1M | Buy |
44,413
+14,380
| +48% | +$3.76M | 0.65% | 37 |
|
|
2019
Q3 | $6.53M | Buy |
30,033
+1,177
| +4% | +$284K | 0.35% | 59 |
|
|
2019
Q2 | $7.04M | Buy |
28,856
+5,494
| +24% | +$1.32M | 0.39% | 55 |
|
|
2019
Q1 | $5.78M | Buy |
23,362
+11,699
| +100% | +$2.98M | 0.34% | 59 |
|
|
2018
Q4 | $2.9M | Buy |
11,663
+1,268
| +12% | +$335K | 0.18% | 84 |
|
|
2018
Q3 | $2.77M | Sell |
10,395
-1,054
| -9% | -$274K | 0.15% | 93 |
|
|
2018
Q2 | $2.81M | Sell |
11,449
-967
| -8% | -$232K | 0.17% | 89 |
|
|
2018
Q1 | $2.66M | Buy |
12,416
+1,020
| +9% | +$233K | 0.15% | 91 |
|
|
2017
Q4 | $2.51M | Sell |
11,396
-318
| -3% | -$67.4K | 0.14% | 98 |
|
|
2017
Q3 | $2.29M | Buy |
11,714
+1,012
| +9% | +$196K | 0.13% | 96 |
|
|
2017
Q2 | $1.98M | Buy |
10,702
+508
| +5% | +$89.1K | 0.12% | 108 |
|
|
2017
Q1 | $1.67M | Sell |
10,194
-198
| -2% | -$32.4K | 0.1% | 111 |
|
|
2016
Q4 | $1.66M | Sell |
10,392
-377
| -4% | -$56.3K | 0.11% | 114 |
|
|
2016
Q3 | $1.51M | Buy |
10,769
+91
| +0.9% | +$12.7K | 0.1% | 115 |
|
|
2016
Q2 | $1.51M | Buy |
10,678
+978
| +10% | +$130K | 0.11% | 109 |
|
|
2016
Q1 | $1.25M | Buy |
9,700
+60
| +0.6% | +$7.1K | 0.09% | 114 |
|
|
2015
Q4 | $1.13M | Buy |
9,640
+300
| +3% | +$35.1K | 0.08% | 122 |
|
|
2015
Q3 | $1.08M | Sell |
9,340
-300
| -3% | -$35.9K | 0.09% | 113 |
|
|
2015
Q2 | $1.18M | Hold |
9,640
| – | – | 0.09% | 106 |
|
|
2015
Q1 | $1.14M | Buy |
+9,640
| New | +$1.07M | 0.1% | 99 |
|
Other funds holding UNH
VCM
VPM
First Foundation Advisors's UNH Position: Q1 2026 in Review
First Foundation Advisors reduced its UnitedHealth (UNH) stake by 2.2% in Q1 2026, selling an estimated $66.4K and leaving 9,828 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #123.
First Foundation Advisors first reported a position in UNH in Q1 2015 and has held it in 45 quarters since. The position peaked at $43.9M in Q2 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- First Foundation Advisors held 9,828 shares of UnitedHealth worth $2.66M as of Q1 2026.
- First Foundation Advisors sold 223 UnitedHealth shares in Q1 2026, an estimated $66.4K.
- UnitedHealth made up 0.11% of First Foundation Advisors's portfolio in Q1 2026, its #123 holding.
- First Foundation Advisors first reported a position in UnitedHealth in Q1 2015 and has held it in 45 quarters since.
- First Foundation Advisors's UnitedHealth position peaked at $43.9M in Q2 2022.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.