First Heartland Consultants’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $392K | Buy |
944
+35
| +4% | +$13K | 0.03% | 382 |
|
|
2026
Q1 | $246K | Sell |
909
-19
| -2% | -$5.66K | 0.02% | 463 |
|
|
2025
Q4 | $306K | Buy |
928
+25
| +3% | +$8.47K | 0.02% | 416 |
|
|
2025
Q3 | $312K | Sell |
903
-63
| -7% | -$19.1K | 0.03% | 396 |
|
|
2025
Q2 | $301K | Sell |
966
-160
| -14% | -$61.2K | 0.03% | 388 |
|
|
2025
Q1 | $590K | Sell |
1,126
-114
| -9% | -$58.3K | 0.06% | 209 |
|
|
2024
Q4 | $627K | Buy |
1,240
+74
| +6% | +$42K | 0.06% | 204 |
|
|
2024
Q3 | $682K | Buy |
1,166
+42
| +4% | +$23.8K | 0.07% | 188 |
|
|
2024
Q2 | $572 | Buy |
1,124
+104
| +10% | +$51K | 0.04% | 242 |
|
|
2024
Q1 | $505K | Buy |
1,020
+203
| +25% | +$103K | 0.05% | 251 |
|
|
2023
Q4 | $430K | Buy |
817
+70
| +9% | +$37.3K | 0.05% | 229 |
|
|
2023
Q3 | $376K | Buy |
747
+147
| +25% | +$72.3K | 0.05% | 252 |
|
|
2023
Q2 | $289K | Sell |
600
-899
| -60% | -$440K | 0.04% | 293 |
|
|
2023
Q1 | $709K | Buy |
1,499
+46
| +3% | +$22.2K | 0.11% | 166 |
|
|
2022
Q4 | $771K | Buy |
1,453
+1
| +0.1% | +$530 | 0.12% | 146 |
|
|
2022
Q3 | $733 | Hold |
1,452
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $745K | Buy |
1,452
+25
| +2% | +$12.6K | 0.12% | 144 |
|
|
2022
Q1 | $728K | Buy |
1,427
+97
| +7% | +$46.8K | 0.11% | 143 |
|
|
2021
Q4 | $668 | Buy |
1,330
+29
| +2% | +$13.1K | 0.03% | 157 |
|
|
2021
Q3 | $508K | Buy |
1,301
+25
| +2% | +$10.4K | 0.08% | 201 |
|
|
2021
Q2 | $511K | Buy |
1,276
+48
| +4% | +$19.1K | 0.08% | 208 |
|
|
2021
Q1 | $457K | Buy |
+1,228
| New | +$426K | 0.07% | 218 |
|
|
2019
Q2 | – | Sell |
-989
| Closed | -$244K | – | 297 |
|
|
2019
Q1 | $244K | Sell |
989
-408
| -29% | -$104K | 0.07% | 229 |
|
|
2018
Q4 | $348K | Sell |
1,397
-243
| -15% | -$64.2K | 0.13% | 155 |
|
|
2018
Q3 | $436K | Buy |
1,640
+91
| +6% | +$23.7K | 0.14% | 146 |
|
|
2018
Q2 | $380K | Sell |
1,549
-1,387
| -47% | -$333K | 0.13% | 164 |
|
|
2018
Q1 | $628K | Buy |
2,936
+1,058
| +56% | +$242K | 0.19% | 129 |
|
|
2017
Q4 | $414K | Sell |
1,878
-44
| -2% | -$9.32K | 0.12% | 180 |
|
|
2017
Q3 | $376K | Sell |
1,922
-35
| -2% | -$6.76K | 0.09% | 248 |
|
|
2017
Q2 | $363K | Buy |
1,957
+94
| +5% | +$16.5K | 0.09% | 246 |
|
|
2017
Q1 | $306K | Buy |
+1,863
| New | +$305K | 0.09% | 251 |
|
|
2016
Q4 | – | Sell |
-1,889
| Closed | -$264K | – | 348 |
|
|
2016
Q3 | $264K | Buy |
1,889
+114
| +6% | +$16K | 0.08% | 264 |
|
|
2016
Q2 | $251 | Buy |
+1,775
| New | +$237K | 0.03% | 254 |
|
Other funds holding UNH
LMFP
PAM
DC
First Heartland Consultants's UNH Position: Q2 2026 in Review
First Heartland Consultants increased its UnitedHealth (UNH) stake by 3.9% in Q2 2026, buying an estimated $13K and bringing the position to 944 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #382.
First Heartland Consultants first reported a position in UNH in Q2 2016 and has held it in 33 quarters since. The position peaked at $771K in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- First Heartland Consultants held 944 shares of UnitedHealth worth $392K as of Q2 2026.
- First Heartland Consultants bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
- UnitedHealth made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #382 holding.
- First Heartland Consultants first reported a position in UnitedHealth in Q2 2016 and has held it in 33 quarters since.
- First Heartland Consultants's UnitedHealth position peaked at $771K in Q4 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.