Goodman Advisory Group’s UnitedHealth UNH Stock Holding History

Goodman Advisory Group’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	$4.87K	Hold	18	–	–	﹤0.01%	158
2025 Q4	$5.94K	Hold	18	–	–	﹤0.01%	156
2025 Q3	$6.21K	Hold	18	–	–	﹤0.01%	151
2025 Q2	$5.62K	Hold	18	–	–	﹤0.01%	125
2025 Q1	$9.43K	Buy	+18	New	+$9.2K	﹤0.01%	151
2024 Q4	–	Sell	-18	Closed	-$10.5K	–	170
2024 Q3	$10.5K	Hold	18	–	–	﹤0.01%	158
2024 Q2	$9.17K	Hold	18	–	–	﹤0.01%	151
2024 Q1	$8.9K	Hold	18	–	–	﹤0.01%	131
2023 Q4	$9.48K	Hold	18	–	–	﹤0.01%	123
2023 Q3	$9.07K	Hold	18	–	–	﹤0.01%	125
2023 Q2	$8.65K	Hold	18	–	–	﹤0.01%	120
2023 Q1	$8.51K	Sell	18 -26	-59%	-$12.5K	﹤0.01%	115
2022 Q4	$23K	Hold	44	–	–	0.01%	93
2022 Q3	$22K	Hold	44	–	–	0.01%	93
2022 Q2	$23K	Buy	+44	New	+$22.1K	0.01%	96

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

Goodman Advisory Group's UNH Position: Q1 2026 in Review

Goodman Advisory Group held its UnitedHealth (UNH) position steady in Q1 2026 at 18 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Goodman Advisory Group first reported a position in UNH in Q2 2022 and has held it in 15 quarters since. The position peaked at $23K in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Goodman Advisory Group held 18 shares of UnitedHealth worth $4.87K as of Q1 2026.
Goodman Advisory Group left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Goodman Advisory Group's portfolio in Q1 2026, its #158 holding.
Goodman Advisory Group first reported a position in UnitedHealth in Q2 2022 and has held it in 15 quarters since.
Goodman Advisory Group's UnitedHealth position peaked at $23K in Q4 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.