Mechanics Financial Corp’s UnitedHealth UNH Stock Holding History

Mechanics Financial Corp’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	$9.47K	Sell	35 -12	-26%	-$3.57K	﹤0.01%	215
2025 Q4	$15.5K	Sell	47 -932	-95%	-$316K	0.01%	209
2025 Q3	$338K	Sell	979 -1,827	-65%	-$553K	0.13%	88
2025 Q2	$875K	Sell	2,806 -262	-9%	-$100K	0.37%	59
2025 Q1	$1.61M	Sell	3,068 -33	-1%	-$16.9K	0.73%	30
2024 Q4	$1.57M	Sell	3,101 -20	-0.6%	-$11.4K	0.7%	29
2024 Q3	$1.82M	Sell	3,121 -57	-2%	-$32.2K	0.8%	28
2024 Q2	$1.62M	Sell	3,178 -24	-0.7%	-$11.8K	0.83%	26
2024 Q1	$1.58M	Buy	3,202 +87	+3%	+$44.2K	0.82%	28
2023 Q4	$1.64M	Sell	3,115 -2	-0.1%	-$1.07K	0.92%	23
2023 Q3	$1.57M	Sell	3,117 -10	-0.3%	-$4.92K	0.86%	23
2023 Q2	$1.5M	Sell	3,127 -18	-0.6%	-$8.8K	0.82%	25
2023 Q1	$1.49M	Hold	3,145	–	–	0.86%	23
2022 Q4	$1.67M	Buy	3,145 +12	+0.4%	+$6.36K	0.99%	21
2022 Q3	$1.58M	Sell	3,133 -5	-0.2%	-$2.63K	1.03%	21
2022 Q2	$1.61M	Buy	3,138 +20	+0.6%	+$10K	0.97%	22
2022 Q1	$1.59M	Hold	3,118	–	–	0.82%	23
2021 Q4	$1.57M	Buy	+3,118	New	+$1.41M	0.74%	24

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

Mechanics Financial Corp's UNH Position: Q1 2026 in Review

Mechanics Financial Corp reduced its UnitedHealth (UNH) stake by 26% in Q1 2026, selling an estimated $3.57K and leaving 35 shares worth $9.47K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Mechanics Financial Corp first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mechanics Financial Corp held 35 shares of UnitedHealth worth $9.47K as of Q1 2026.
Mechanics Financial Corp sold 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
UnitedHealth made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #215 holding.
Mechanics Financial Corp first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's UnitedHealth position peaked at $1.82M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.