Mark Sheptoff Financial Planning’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 | $1.18M | Sell |
3,238
-6,011
| -65% | -$1.79M | 0.62% | 30 |
|
|
2025
Q4 | $3.05M | Sell |
9,249
-1,917
| -17% | -$650K | 1.46% | 15 |
|
|
2025
Q3 | $3.86M | Buy |
11,166
+1,369
| +14% | +$414K | 1.85% | 14 |
|
|
2025
Q2 | $3.06M | Sell |
9,797
-14,346
| -59% | -$5.48M | 1.63% | 16 |
|
|
2025
Q1 | $12.6M | Sell |
24,143
-1,795
| -7% | -$918K | 6.97% | 3 |
|
|
2024
Q4 | $13.1M | Sell |
25,938
-1,980
| -7% | -$1.13M | 7.04% | 3 |
|
|
2024
Q3 | $16.3M | Sell |
27,918
-665
| -2% | -$376K | 8.67% | 2 |
|
|
2024
Q2 | $14.6M | Sell |
28,583
-824
| -3% | -$404K | 8.14% | 2 |
|
|
2024
Q1 | $14.5M | Sell |
29,407
-271
| -0.9% | -$138K | 8.07% | 2 |
|
|
2023
Q4 | $15.6M | Sell |
29,678
-498
| -2% | -$266K | 9.41% | 2 |
|
|
2023
Q3 | $15.2M | Sell |
30,176
-455
| -1% | -$224K | 9.77% | 2 |
|
|
2023
Q2 | $14.7M | Sell |
30,631
-192
| -0.6% | -$93.9K | 8.4% | 2 |
|
|
2023
Q1 | $14.6M | Sell |
30,823
-257
| -0.8% | -$124K | 8.46% | 3 |
|
|
2022
Q4 | $16.5M | Sell |
31,080
-4
| -0% | -$2.12K | 9.66% | 2 |
|
|
2022
Q3 | $15.7M | Buy |
31,084
+53
| +0.2% | +$27.9K | 9.56% | 1 |
|
|
2022
Q2 | $15.9M | Sell |
31,031
-273
| -0.9% | -$137K | 9.16% | 1 |
|
|
2022
Q1 | $16M | Sell |
31,304
-797
| -2% | -$384K | 8.03% | 3 |
|
|
2021
Q4 | $16.1M | Buy |
32,101
+5
| +0% | +$2.26K | 7.69% | 3 |
|
|
2021
Q3 | $12.5M | Sell |
32,096
-722
| -2% | -$299K | 6.9% | 3 |
|
|
2021
Q2 | $13.1M | Sell |
32,818
-557
| -2% | -$222K | 7.04% | 3 |
|
|
2021
Q1 | $12.4M | Buy |
33,375
+3
| +0% | +$1.04K | 7.13% | 3 |
|
|
2020
Q4 | $11.7M | Sell |
33,372
-1,156
| -3% | -$387K | 6.66% | 3 |
|
|
2020
Q3 | $10.8M | Sell |
34,528
-267
| -0.8% | -$82K | 6.62% | 3 |
|
|
2020
Q2 | $10.3M | Sell |
34,795
-1,063
| -3% | -$305K | 6.66% | 3 |
|
|
2020
Q1 | $8.94M | Sell |
35,858
-981
| -3% | -$270K | 6.76% | 2 |
|
|
2019
Q4 | $10.8M | Sell |
36,839
-427
| -1% | -$112K | 6.82% | 2 |
|
|
2019
Q3 | $8.1M | Sell |
37,266
-211
| -0.6% | -$50.9K | 5.46% | 3 |
|
|
2019
Q2 | $9.14M | Sell |
37,477
-97
| -0.3% | -$23.3K | 6.24% | 2 |
|
|
2019
Q1 | $9.29M | Sell |
37,574
-28
| -0.1% | -$7.14K | 6.69% | 2 |
|
|
2018
Q4 | $9.37M | Buy |
37,602
+318
| +0.9% | +$84K | 7.78% | 1 |
|
|
2018
Q3 | $9.92M | Buy |
37,284
+3
| +0% | +$780 | 6.8% | 1 |
|
|
2018
Q2 | $9.15M | Sell |
37,281
-96
| -0.3% | -$23.1K | 6.76% | 1 |
|
|
2018
Q1 | $8M | Buy |
37,377
+385
| +1% | +$87.9K | 5.55% | 1 |
|
|
2017
Q4 | $8.15M | Sell |
36,992
-723
| -2% | -$153K | 5.3% | 1 |
|
|
2017
Q3 | $7.39M | Sell |
37,715
-97
| -0.3% | -$18.7K | 4.96% | 2 |
|
|
2017
Q2 | $7.01M | Buy |
37,812
+3,367
| +10% | +$590K | 4.82% | 2 |
|
|
2017
Q1 | $5.65M | Buy |
34,445
+4
| +0% | +$655 | 4.03% | 4 |
|
|
2016
Q4 | $5.51M | Sell |
34,441
-22
| -0.1% | -$3.29K | 4.09% | 4 |
|
|
2016
Q3 | $4.83M | Sell |
34,463
-122
| -0.4% | -$17.1K | 3.59% | 5 |
|
|
2016
Q2 | $4.88M | Sell |
34,585
-197
| -0.6% | -$26.3K | 3.65% | 5 |
|
|
2016
Q1 | $4.48M | Sell |
34,782
-1,297
| -4% | -$153K | 3.64% | 6 |
|
|
2015
Q4 | $4.24M | Buy |
36,079
+103
| +0.3% | +$12K | 3.44% | 6 |
|
|
2015
Q3 | $4.17M | Buy |
35,976
+999
| +3% | +$120K | 3.66% | 5 |
|
|
2015
Q2 | $4.27M | Buy |
34,977
+411
| +1% | +$48.6K | 3.45% | 4 |
|
|
2015
Q1 | $4.09M | Buy |
34,566
+4,952
| +17% | +$550K | 3.41% | 5 |
|
|
2014
Q4 | $2.99M | Buy |
29,614
+2,002
| +7% | +$190K | 2.65% | 7 |
|
|
2014
Q3 | $2.38M | Buy |
27,612
+2
| +0% | +$169 | 2.11% | 10 |
|
|
2014
Q2 | $2.26M | Sell |
27,610
-597
| -2% | -$47K | 1.93% | 11 |
|
|
2014
Q1 | $2.31M | Buy |
+28,207
| New | +$2.12M | 2.05% | 11 |
|
Other funds holding UNH
VCM
VPM
Mark Sheptoff Financial Planning's UNH Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its UnitedHealth (UNH) stake by 65% in Q1 2026, selling an estimated $1.79M and leaving 3,238 shares worth $1.18M. The position accounts for 0.62% of the portfolio, ranked #30.
Mark Sheptoff Financial Planning first reported a position in UNH in Q1 2014 and has held it in 49 quarters since. The position peaked at $16.5M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Mark Sheptoff Financial Planning held 3,238 shares of UnitedHealth worth $1.18M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 6,011 UnitedHealth shares in Q1 2026, an estimated $1.79M.
- UnitedHealth made up 0.62% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #30 holding.
- Mark Sheptoff Financial Planning first reported a position in UnitedHealth in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's UnitedHealth position peaked at $16.5M in Q4 2022.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.