Forefront Analytics’s UnitedHealth UNH Stock Holding History

Forefront Analytics’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	$537K	Buy	1,983 +531	+37%	+$158K	0.49%	15
2025 Q4	$479K	Buy	1,452 +322	+28%	+$109K	0.42%	22
2025 Q3	$390K	Buy	1,130 +396	+54%	+$120K	0.38%	26
2025 Q2	$229K	Sell	734 -86	-10%	-$32.9K	0.26%	36
2025 Q1	$430K	Buy	820 +33	+4%	+$16.9K	0.49%	19
2024 Q4	$400K	Buy	787 +54	+7%	+$30.7K	0.19%	42
2024 Q3	$431K	Sell	733 -144	-16%	-$81.4K	0.2%	47
2024 Q2	$449K	Buy	877 +53	+6%	+$26K	0.21%	46
2024 Q1	$409K	Buy	824 +285	+53%	+$145K	0.2%	47
2023 Q4	$286K	Sell	539 -3	-0.6%	-$1.6K	0.14%	52
2023 Q3	$275K	Sell	542 -88	-14%	-$43.3K	0.16%	49
2023 Q2	$304K	Buy	630 +94	+18%	+$46K	0.17%	47
2023 Q1	$254K	Buy	536 +12	+2%	+$5.79K	0.13%	60
2022 Q4	$279K	Sell	524 -138	-21%	-$73.1K	0.15%	55
2022 Q3	$339K	Buy	+662	New	+$348K	0.18%	41
2020 Q2	–	Sell	-6	Closed	-$1.5K	–	137
2020 Q1	$1.5K	Buy	+6	New	+$1.65K	﹤0.01%	112

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return