MFF
UNH icon

Michels Family Financial’s UnitedHealth UNH Stock Holding History

Michels Family Financial’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 		$515K Buy
1,903
+846
+80% +$252K 0.37% 84
2025
Q4 		$349K Buy
1,057
+76
+8% +$25.8K 0.26% 104
2025
Q3 		$339K Buy
981
+210
+27% +$63.5K 0.26% 107
2025
Q2 		$241K Sell
771
-35
-4% -$13.4K 0.21% 117
2025
Q1 		$422K Buy
806
+20
+3% +$10.2K 0.38% 87
2024
Q4 		$398K Buy
+786
New +$447K 0.36% 91

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

Michels Family Financial's UNH Position: Q1 2026 in Review

Michels Family Financial increased its UnitedHealth (UNH) stake by 80% in Q1 2026, buying an estimated $252K and bringing the position to 1,903 shares worth $515K. The position accounts for 0.37% of the portfolio, ranked #84.

Michels Family Financial first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Michels Family Financial held 1,903 shares of UnitedHealth worth $515K as of Q1 2026.
  • Michels Family Financial bought 846 UnitedHealth shares in Q1 2026, an estimated $252K.
  • UnitedHealth made up 0.37% of Michels Family Financial's portfolio in Q1 2026, its #84 holding.
  • Michels Family Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.