Florida Financial Advisors’s UnitedHealth UNH Stock Holding History

Florida Financial Advisors’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	$611K	Buy	2,257 +407	+22%	+$121K	0.15%	146
2025 Q4	$609K	Sell	1,850 -95	-5%	-$32.2K	0.17%	131
2025 Q3	$672K	Sell	1,945 -205	-10%	-$62K	0.21%	117
2025 Q2	$671K	Sell	2,150 -145	-6%	-$55.4K	0.22%	107
2025 Q1	$1.2M	Sell	2,295 -277	-11%	-$142K	0.47%	43
2024 Q4	$1.3M	Sell	2,572 -420	-14%	-$239K	0.58%	33
2024 Q3	$1.54M	Sell	2,992 -776	-21%	-$439K	0.79%	24
2024 Q2	$1.75M	Buy	3,768 +673	+22%	+$330K	1.05%	20
2024 Q1	$1.53M	Buy	3,095 +984	+47%	+$500K	1.13%	17
2023 Q4	$1.11M	Buy	+2,111	New	+$1.13M	1.03%	17

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

Florida Financial Advisors's UNH Position: Q1 2026 in Review

Florida Financial Advisors increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $121K and bringing the position to 2,257 shares worth $611K. The position accounts for 0.15% of the portfolio, ranked #146.

Florida Financial Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.75M in Q2 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Florida Financial Advisors held 2,257 shares of UnitedHealth worth $611K as of Q1 2026.
Florida Financial Advisors bought 407 UnitedHealth shares in Q1 2026, an estimated $121K.
UnitedHealth made up 0.15% of Florida Financial Advisors's portfolio in Q1 2026, its #146 holding.
Florida Financial Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's UnitedHealth position peaked at $1.75M in Q2 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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