Flavin Financial Services’s UnitedHealth UNH Stock Holding History

Flavin Financial Services’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	$2.2M	Buy	8,123 +324	+4%	+$96.5K	1.48%	27
2025 Q4	$2.57M	Buy	7,799 +189	+2%	+$64K	1.76%	22
2025 Q3	$2.63M	Buy	7,610 +2,629	+53%	+$795K	1.87%	19
2025 Q2	$1.55M	Buy	4,981 +181	+4%	+$69.2K	1.51%	27
2025 Q1	$2.51M	Buy	4,800 +304	+7%	+$155K	2.31%	14
2024 Q4	$2.27M	Buy	+4,496	New	+$2.55M	2.16%	16

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

Flavin Financial Services's UNH Position: Q1 2026 in Review

Flavin Financial Services increased its UnitedHealth (UNH) stake by 4.2% in Q1 2026, buying an estimated $96.5K and bringing the position to 8,123 shares worth $2.2M. The position accounts for 1.48% of the portfolio, ranked #27.

Flavin Financial Services first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Flavin Financial Services held 8,123 shares of UnitedHealth worth $2.2M as of Q1 2026.
Flavin Financial Services bought 324 UnitedHealth shares in Q1 2026, an estimated $96.5K.
UnitedHealth made up 1.48% of Flavin Financial Services's portfolio in Q1 2026, its #27 holding.
Flavin Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Flavin Financial Services's UnitedHealth position peaked at $2.63M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Flavin Financial Services's 13F filing for Q1 2026, filed 7 May 2026.