Foundations Investment 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 | $5.01M | Sell |
18,531
-502
| -3% | -$149K | 0.06% | 221 |
|
|
2025
Q4 | $6.28M | Buy |
19,033
+1,678
| +10% | +$569K | 0.08% | 187 |
|
|
2025
Q3 | $5.99M | Sell |
17,355
-43,691
| -72% | -$13.2M | 0.09% | 177 |
|
|
2025
Q2 | $19M | Buy |
61,046
+6,655
| +12% | +$2.54M | 0.3% | 83 |
|
|
2025
Q1 | $28.5M | Sell |
54,391
-1,874
| -3% | -$958K | 0.53% | 46 |
|
|
2024
Q4 | $28.5M | Buy |
56,265
+7,961
| +16% | +$4.52M | 0.55% | 46 |
|
|
2024
Q3 | $28.2M | Buy |
48,304
+4,597
| +11% | +$2.6M | 0.59% | 41 |
|
|
2024
Q2 | $22.3M | Buy |
43,707
+8,628
| +25% | +$4.23M | 0.54% | 45 |
|
|
2024
Q1 | $17.4M | Buy |
35,079
+4,922
| +16% | +$2.5M | 0.45% | 54 |
|
|
2023
Q4 | $15.3M | Buy |
30,157
+5,718
| +23% | +$3.05M | 0.41% | 55 |
|
|
2023
Q3 | $12.3M | Buy |
24,439
+4,409
| +22% | +$2.17M | 0.38% | 57 |
|
|
2023
Q2 | $9.63M | Buy |
20,030
+2,831
| +16% | +$1.38M | 0.32% | 59 |
|
|
2023
Q1 | $8.13M | Buy |
17,199
+78
| +0.5% | +$37.6K | 0.29% | 56 |
|
|
2022
Q4 | $9.08M | Sell |
17,121
-1,382
| -7% | -$732K | 0.36% | 46 |
|
|
2022
Q3 | $9.35M | Sell |
18,503
-1,918
| -9% | -$1.01M | 0.41% | 37 |
|
|
2022
Q2 | $10.5M | Buy |
20,421
+8,882
| +77% | +$4.46M | 0.44% | 30 |
|
|
2022
Q1 | $6.17M | Sell |
11,539
-308
| -3% | -$149K | 0.24% | 41 |
|
|
2021
Q4 | $5.61M | Buy |
11,847
+702
| +6% | +$318K | 0.21% | 38 |
|
|
2021
Q3 | $4.38M | Buy |
11,145
+560
| +5% | +$232K | 0.19% | 45 |
|
|
2021
Q2 | $4.36M | Buy |
10,585
+2,553
| +32% | +$1.02M | 0.21% | 48 |
|
|
2021
Q1 | $2.94M | Buy |
8,032
+473
| +6% | +$164K | 0.17% | 49 |
|
|
2020
Q4 | $2.75M | Buy |
7,559
+3,641
| +93% | +$1.22M | 0.18% | 40 |
|
|
2020
Q3 | $1.22M | Buy |
3,918
+314
| +9% | +$96.5K | 0.27% | 60 |
|
|
2020
Q2 | $1.07M | Buy |
3,604
+879
| +32% | +$252K | 0.1% | 69 |
|
|
2020
Q1 | $647K | Buy |
2,725
+245
| +10% | +$67.4K | 0.08% | 64 |
|
|
2019
Q4 | $723K | Sell |
2,480
-135
| -5% | -$35.3K | 0.09% | 79 |
|
|
2019
Q3 | $563K | Buy |
2,615
+402
| +18% | +$97K | 0.07% | 85 |
|
|
2019
Q2 | $543K | Buy |
2,213
+399
| +22% | +$96K | 0.08% | 79 |
|
|
2019
Q1 | $449K | Buy |
1,814
+120
| +7% | +$30.6K | 0.08% | 67 |
|
|
2018
Q4 | $451K | Buy |
1,694
+413
| +32% | +$109K | 0.1% | 67 |
|
|
2018
Q3 | $341K | Buy |
1,281
+54
| +4% | +$14K | 0.08% | 76 |
|
|
2018
Q2 | $301K | Buy |
+1,227
| New | +$295K | 0.08% | 72 |
|
Other funds holding UNH
VCM
VPM
Foundations Investment Advisors's UNH Position: Q1 2026 in Review
Foundations Investment Advisors reduced its UnitedHealth (UNH) stake by 2.6% in Q1 2026, selling an estimated $149K and leaving 18,531 shares worth $5.01M. The position accounts for 0.06% of the portfolio, ranked #221.
Foundations Investment Advisors first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $28.5M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Foundations Investment Advisors held 18,531 shares of UnitedHealth worth $5.01M as of Q1 2026.
- Foundations Investment Advisors sold 502 UnitedHealth shares in Q1 2026, an estimated $149K.
- UnitedHealth made up 0.06% of Foundations Investment Advisors's portfolio in Q1 2026, its #221 holding.
- Foundations Investment Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- Foundations Investment Advisors's UnitedHealth position peaked at $28.5M in Q1 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.