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FourThought Financial Partners’s UnitedHealth UNH Stock Holding History

FourThought Financial Partners’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 		$660K Sell
2,440
-44
-2% -$13.1K 0.06% 162
2025
Q4 		$820K Sell
2,484
-771
-24% -$261K 0.07% 160
2025
Q3 		$1.12M Buy
3,255
+556
+21% +$168K 0.1% 129
2025
Q2 		$842K Sell
2,699
-15,493
-85% -$5.92M 0.08% 149
2025
Q1 		$9.53M Buy
18,192
+233
+1% +$119K 1% 31
2024
Q4 		$9.09M Sell
17,959
-159
-0.9% -$90.3K 0.94% 33
2024
Q3 		$10.6M Buy
18,118
+179
+1% +$101K 1.26% 23
2024
Q2 		$9.14M Buy
17,939
+945
+6% +$463K 1.18% 27
2024
Q1 		$8.41M Buy
16,994
+1,126
+7% +$572K 0.96% 31
2023
Q4 		$8.35M Sell
15,868
-168
-1% -$89.6K 1.05% 28
2023
Q3 		$8.09M Buy
16,036
+653
+4% +$321K 1.13% 30
2023
Q2 		$7.39M Buy
15,383
+952
+7% +$466K 0.97% 34
2023
Q1 		$6.82M Buy
14,431
+2,261
+19% +$1.09M 0.94% 35
2022
Q4 		$6.45M Buy
+12,170
New +$6.45M 0.93% 33

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

FourThought Financial Partners's UNH Position: Q1 2026 in Review

FourThought Financial Partners reduced its UnitedHealth (UNH) stake by 1.8% in Q1 2026, selling an estimated $13.1K and leaving 2,440 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #162.

FourThought Financial Partners first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.6M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • FourThought Financial Partners held 2,440 shares of UnitedHealth worth $660K as of Q1 2026.
  • FourThought Financial Partners sold 44 UnitedHealth shares in Q1 2026, an estimated $13.1K.
  • UnitedHealth made up 0.06% of FourThought Financial Partners's portfolio in Q1 2026, its #162 holding.
  • FourThought Financial Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • FourThought Financial Partners's UnitedHealth position peaked at $10.6M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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