Mach-1 Financial Group’s UnitedHealth UNH Stock Holding History

Mach-1 Financial 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	$232K	Sell	856 -1,168	-58%	-$348K	0.08%	147
2025 Q4	$668K	Buy	+2,024	New	+$686K	0.14%	134
2025 Q3	–	Sell	-2,543	Closed	-$793K	–	401
2025 Q2	$793K	Sell	2,543 -1,483	-37%	-$567K	0.23%	104
2025 Q1	$2.11M	Buy	+4,026	New	+$2.06M	0.63%	33
2024 Q1	–	Sell	-3,552	Closed	-$1.87M	–	212
2023 Q4	$1.87M	Sell	3,552 -704	-17%	-$375K	0.71%	40
2023 Q3	$2.15M	Sell	4,256 -53	-1%	-$26.1K	0.9%	27
2023 Q2	$2.07M	Buy	4,309 +4,049	+1,557%	+$1.98M	0.83%	38
2023 Q1	$120M	Sell	260 -2,944	-92%	-$1.42M	0.76%	38
2022 Q4	$1.7M	Buy	3,204 +2,944	+1,132%	+$1.56M	0.79%	32
2022 Q3	$131K	Buy	260 +7	+3%	+$3.68K	0.14%	59
2022 Q2	$129K	Buy	+253	New	+$127K	0.09%	72
2022 Q1	–	Sell	-10	Closed	-$5K	–	320
2021 Q4	$5K	Buy	+10	New	+$4.53K	﹤0.01%	163

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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