MA
UNH icon

MCF Advisors’s UnitedHealth UNH Stock Holding History

MCF 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 		$888K Buy
3,282
+95
+3% +$28.3K 0.04% 188
2025
Q4 		$1.05M Buy
3,187
+849
+36% +$288K 0.06% 129
2025
Q3 		$807K Buy
2,338
+26
+1% +$7.86K 0.05% 117
2025
Q2 		$721K Sell
2,312
-91
-4% -$34.8K 0.05% 114
2025
Q1 		$1.26M Sell
2,403
-175
-7% -$89.5K 0.09% 76
2024
Q4 		$1.3M Buy
2,578
+20
+0.8% +$11.4K 0.09% 74
2024
Q3 		$1.5M Sell
2,558
-23
-0.9% -$13K 0.1% 66
2024
Q2 		$1.31M Buy
2,581
+82
+3% +$40.2K 0.1% 71
2024
Q1 		$1.24M Sell
2,499
-83
-3% -$42.2K 0.1% 74
2023
Q4 		$1.36M Buy
2,582
+55
+2% +$29.3K 0.11% 68
2023
Q3 		$1.27M Buy
2,527
+29
+1% +$14.3K 0.11% 66
2023
Q2 		$1.2M Buy
2,498
+210
+9% +$103K 0.11% 62
2023
Q1 		$1.08M Buy
2,288
+184
+9% +$88.8K 0.1% 67
2022
Q4 		$1.12M Buy
2,104
+38
+2% +$20.1K 0.11% 63
2022
Q3 		$1.04M Buy
2,066
+93
+5% +$48.9K 0.12% 63
2022
Q2 		$1.01M Buy
1,973
+194
+11% +$97.4K 0.11% 56
2022
Q1 		$907K Buy
+1,779
New +$858K 0.09% 69
2021
Q4 		– Sell
-1,776
Closed -$694K – 638
2021
Q3 		$694K Sell
1,776
-20
-1% -$8.28K 0.07% 79
2021
Q2 		$719K Buy
1,796
+122
+7% +$48.6K 0.07% 74
2021
Q1 		$623K Buy
1,674
+313
+23% +$108K 0.07% 72
2020
Q4 		$477K Sell
1,361
-160
-11% -$53.6K 0.06% 82
2020
Q3 		$474K Buy
1,521
+281
+23% +$86.3K 0.06% 76
2020
Q2 		$366K Hold
1,240
– – 0.05% 94
2020
Q1 		$309K Sell
1,240
-63
-5% -$17.3K 0.05% 103
2019
Q4 		$383K Sell
1,303
-85
-6% -$22.2K 0.06% 96
2019
Q3 		$302K Hold
1,388
– – 0.05% 116
2019
Q2 		$339K Buy
1,388
+423
+44% +$102K 0.06% 105
2019
Q1 		$239K Hold
965
– – 0.04% 127
2018
Q4 		$240K Hold
965
– – 0.05% 116
2018
Q3 		$257K Hold
965
– – 0.04% 109
2018
Q2 		$237K Hold
965
– – 0.05% 112
2018
Q1 		$207K Sell
965
-95
-9% -$21.7K 0.04% 116
2017
Q4 		$234K Hold
1,060
– – 0.04% 104
2017
Q3 		$208K Sell
1,060
-115
-10% -$22.2K 0.04% 108
2017
Q2 		$218K Sell
1,175
-39
-3% -$6.84K 0.04% 94
2017
Q1 		$199K Buy
1,214
+432
+55% +$70.8K 0.04% 102
2016
Q4 		$125K Sell
782
-37
-5% -$5.53K 0.03% 132
2016
Q3 		$115K Sell
819
-902
-52% -$126K 0.03% 136
2016
Q2 		$243K Buy
1,721
+763
+80% +$102K 0.06% 83
2016
Q1 		$123K Buy
958
+726
+313% +$85.9K 0.03% 121
2015
Q4 		$27K Sell
232
-813
-78% -$95K 0.01% 241
2015
Q3 		$121K Buy
1,045
+945
+945% +$113K 0.03% 127
2015
Q2 		$12K Hold
100
– – ﹤0.01% 313
2015
Q1 		$12K Hold
100
– – ﹤0.01% 311
2014
Q4 		$10K Hold
100
– – ﹤0.01% 311
2014
Q3 		$8K Sell
100
-200
-67% -$16.9K ﹤0.01% 337
2014
Q2 		$25K Buy
300
+200
+200% +$15.7K 0.01% 229
2014
Q1 		$8K Hold
100
– – ﹤0.01% 329
2013
Q4 		$8K Hold
100
– – ﹤0.01% 302
2013
Q3 		$8K Buy
+100
New +$7.16K ﹤0.01% 295

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

MCF Advisors's UNH Position: Q1 2026 in Review

MCF Advisors increased its UnitedHealth (UNH) stake by 3% in Q1 2026, buying an estimated $28.3K and bringing the position to 3,282 shares worth $888K. The position accounts for 0.04% of the portfolio, ranked #188.

MCF Advisors first reported a position in UNH in Q3 2013 and has held it in 50 quarters since. The position peaked at $1.5M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MCF Advisors held 3,282 shares of UnitedHealth worth $888K as of Q1 2026.
  • MCF Advisors bought 95 UnitedHealth shares in Q1 2026, an estimated $28.3K.
  • UnitedHealth made up 0.04% of MCF Advisors's portfolio in Q1 2026, its #188 holding.
  • MCF Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 50 quarters since.
  • MCF Advisors's UnitedHealth position peaked at $1.5M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.