Level Four Advisory Services’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 | $14.8M | Buy |
54,586
+14,483
| +36% | +$4.31M | 0.48% | 33 |
|
|
2025
Q4 | $13.2M | Buy |
40,103
+4,782
| +14% | +$1.62M | 0.43% | 40 |
|
|
2025
Q3 | $12.2M | Buy |
35,321
+3,390
| +11% | +$1.03M | 0.42% | 44 |
|
|
2025
Q2 | $9.96M | Sell |
31,931
-1,720
| -5% | -$657K | 0.37% | 61 |
|
|
2025
Q1 | $17.6M | Sell |
33,651
-109
| -0.3% | -$55.7K | 0.72% | 23 |
|
|
2024
Q4 | $17.1M | Sell |
33,760
-391
| -1% | -$222K | 0.7% | 23 |
|
|
2024
Q3 | $19.3M | Sell |
34,151
-496
| -1% | -$281K | 0.81% | 20 |
|
|
2024
Q2 | $17.6M | Buy |
34,647
+3,320
| +11% | +$1.63M | 0.8% | 18 |
|
|
2024
Q1 | $16.5M | Buy |
31,327
+695
| +2% | +$353K | 0.91% | 13 |
|
|
2023
Q4 | $16.1M | Buy |
30,632
+414
| +1% | +$221K | 0.9% | 13 |
|
|
2023
Q3 | $15.2M | Buy |
30,218
+622
| +2% | +$306K | 0.98% | 12 |
|
|
2023
Q2 | $14.2M | Buy |
29,596
+2,834
| +11% | +$1.39M | 0.85% | 14 |
|
|
2023
Q1 | $12.6M | Sell |
26,762
-890
| -3% | -$429K | 0.83% | 17 |
|
|
2022
Q4 | $14.7M | Buy |
27,652
+3,351
| +14% | +$1.78M | 1.09% | 13 |
|
|
2022
Q3 | $12.3M | Sell |
24,301
-1,501
| -6% | -$789K | 1.19% | 15 |
|
|
2022
Q2 | $13.3M | Sell |
25,802
-980
| -4% | -$492K | 1.25% | 13 |
|
|
2022
Q1 | $13.7M | Buy |
26,782
+965
| +4% | +$465K | 1.07% | 11 |
|
|
2021
Q4 | $13M | Buy |
25,817
+1,548
| +6% | +$701K | 0.99% | 11 |
|
|
2021
Q3 | $9.48M | Sell |
24,269
-746
| -3% | -$309K | 0.99% | 15 |
|
|
2021
Q2 | $10M | Buy |
25,015
+2,097
| +9% | +$836K | 0.69% | 26 |
|
|
2021
Q1 | $8.53M | Buy |
22,918
+1,550
| +7% | +$537K | 0.66% | 26 |
|
|
2020
Q4 | $7.49M | Sell |
21,368
-1,226
| -5% | -$411K | 0.6% | 30 |
|
|
2020
Q3 | $7.04M | Sell |
22,594
-7,874
| -26% | -$2.42M | 0.54% | 35 |
|
|
2020
Q2 | $8.98M | Buy |
30,468
+1,550
| +5% | +$444K | 0.69% | 22 |
|
|
2020
Q1 | $7.16M | Sell |
28,918
-374
| -1% | -$103K | 0.86% | 16 |
|
|
2019
Q4 | $22.3M | Buy |
29,292
+8,095
| +38% | +$2.12M | 0.88% | 19 |
|
|
2019
Q3 | $4.61M | Buy |
21,197
+619
| +3% | +$149K | 0.48% | 42 |
|
|
2019
Q2 | $5.02M | Buy |
20,578
+62
| +0.3% | +$14.9K | 0.51% | 42 |
|
|
2019
Q1 | $5.07M | Sell |
20,516
-822
| -4% | -$210K | 0.56% | 40 |
|
|
2018
Q4 | $5.32M | Buy |
21,338
+1,414
| +7% | +$374K | 0.66% | 30 |
|
|
2018
Q3 | $5.3M | Sell |
19,924
-3,723
| -16% | -$968K | 0.57% | 38 |
|
|
2018
Q2 | $5.8M | Buy |
23,647
+1,264
| +6% | +$304K | 0.42% | 58 |
|
|
2018
Q1 | $4.79M | Sell |
22,383
-1,477
| -6% | -$337K | 0.37% | 65 |
|
|
2017
Q4 | $5.26M | Buy |
23,860
+1,025
| +4% | +$217K | 0.41% | 57 |
|
|
2017
Q3 | $4.47M | Buy |
22,835
+1,037
| +5% | +$200K | 0.4% | 55 |
|
|
2017
Q2 | $3.6M | Sell |
21,798
-2,396
| -10% | -$420K | 0.56% | 40 |
|
|
2017
Q1 | $4M | Buy |
24,194
+1,565
| +7% | +$256K | 0.41% | 56 |
|
|
2016
Q4 | $3.62M | Buy |
+22,629
| New | +$3.38M | 0.46% | 42 |
|
Other funds holding UNH
VCM
VPM
Level Four Advisory Services's UNH Position: Q1 2026 in Review
Level Four Advisory Services increased its UnitedHealth (UNH) stake by 36% in Q1 2026, buying an estimated $4.31M and bringing the position to 54,586 shares worth $14.8M. The position accounts for 0.48% of the portfolio, ranked #33.
Level Four Advisory Services first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.3M in Q4 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Level Four Advisory Services held 54,586 shares of UnitedHealth worth $14.8M as of Q1 2026.
- Level Four Advisory Services bought 14,483 UnitedHealth shares in Q1 2026, an estimated $4.31M.
- UnitedHealth made up 0.48% of Level Four Advisory Services's portfolio in Q1 2026, its #33 holding.
- Level Four Advisory Services first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
- Level Four Advisory Services's UnitedHealth position peaked at $22.3M in Q4 2019.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.