Mendota Financial Group’s UnitedHealth UNH Stock Holding History

Mendota 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	–	Sell	-60	Closed	-$19.8K	–	89
2025 Q4	$19.8K	Sell	60 -120	-67%	-$40.7K	0.01%	79
2025 Q3	$62.2K	Hold	180	–	–	0.05%	66
2025 Q2	$56.2K	Sell	180 -14	-7%	-$5.35K	0.05%	49
2025 Q1	$102K	Sell	194 -117	-38%	-$59.8K	0.11%	30
2024 Q4	$157K	Sell	311 -2	-0.6%	-$1.14K	0.1%	54
2024 Q3	$183K	Sell	313 -22	-7%	-$12.4K	0.09%	67
2024 Q2	$171K	Hold	335	–	–	0.09%	66
2024 Q1	$166K	Sell	335 -325	-49%	-$165K	0.1%	69
2023 Q4	$347K	Buy	660 +353	+115%	+$188K	0.27%	44
2023 Q3	$155K	Sell	307 -50	-14%	-$24.6K	0.16%	48
2023 Q2	$172K	Buy	357 +215	+151%	+$105K	0.19%	40
2023 Q1	$72.4K	Hold	142	–	–	0.07%	115
2022 Q4	$75.3K	Buy	+142	New	+$75.2K	0.1%	115

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

Mendota Financial Group's UNH Position: Q1 2026 in Review

Mendota Financial Group sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 60 shares — an estimated $19.8K sold.

Mendota Financial Group first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $347K in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mendota Financial Group reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 60 UnitedHealth shares in Q1 2026, an estimated $19.8K.
Mendota Financial Group first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's UnitedHealth position peaked at $347K in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.