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GFS Advisors’s UnitedHealth UNH Stock Holding History

GFS 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 		$15.7M Buy
58,096
+6,680
+13% +$1.99M 2% 14
2025
Q4 		$17M Buy
51,416
+9,984
+24% +$3.38M 2.02% 12
2025
Q3 		$14.3M Buy
41,432
+26,932
+186% +$8.15M 1.83% 16
2025
Q2 		$4.52M Buy
+14,500
New +$5.54M 0.62% 49
2016
Q2 		– Sell
-1,600
Closed -$206K – 143
2016
Q1 		$206K Buy
+1,600
New +$189K 0.05% 129

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

GFS Advisors's UNH Position: Q1 2026 in Review

GFS Advisors increased its UnitedHealth (UNH) stake by 13% in Q1 2026, buying an estimated $1.99M and bringing the position to 58,096 shares worth $15.7M. The position accounts for 2% of the portfolio, ranked #14.

GFS Advisors first reported a position in UNH in Q1 2016 and has held it in 5 quarters since. The position peaked at $17M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • GFS Advisors held 58,096 shares of UnitedHealth worth $15.7M as of Q1 2026.
  • GFS Advisors bought 6,680 UnitedHealth shares in Q1 2026, an estimated $1.99M.
  • UnitedHealth made up 2% of GFS Advisors's portfolio in Q1 2026, its #14 holding.
  • GFS Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 5 quarters since.
  • GFS Advisors's UnitedHealth position peaked at $17M in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on GFS Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.