Midwest Financial Group’s UnitedHealth UNH Stock Holding History

Midwest 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	$265K	Buy	981 +19	+2%	+$5.66K	0.11%	106
2025 Q4	$318K	Buy	962 +5	+0.5%	+$1.69K	0.14%	93
2025 Q3	$331K	Buy	957 +19	+2%	+$5.75K	0.16%	90
2025 Q2	$293K	Sell	938 -289	-24%	-$110K	0.15%	90
2025 Q1	$643K	Buy	1,227 +4	+0.3%	+$2.04K	0.37%	53
2024 Q4	$619K	Sell	1,223 -28	-2%	-$15.9K	0.36%	59
2024 Q3	$731K	Buy	1,251 +4	+0.3%	+$2.26K	0.43%	54
2024 Q2	$635K	Buy	1,247 +4	+0.3%	+$1.96K	0.4%	60
2024 Q1	$615K	Sell	1,243 -11	-0.9%	-$5.59K	0.41%	62
2023 Q4	$660K	Buy	1,254 +29	+2%	+$15.5K	0.49%	58
2023 Q3	$618K	Buy	1,225 +9	+0.7%	+$4.43K	0.52%	57
2023 Q2	$585K	Sell	1,216 -49	-4%	-$24K	0.5%	56
2023 Q1	$598K	Buy	+1,265	New	+$610K	0.55%	50

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

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

Midwest Financial Group increased its UnitedHealth (UNH) stake by 2% in Q1 2026, buying an estimated $5.66K and bringing the position to 981 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #106.

Midwest Financial Group first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $731K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Midwest Financial Group held 981 shares of UnitedHealth worth $265K as of Q1 2026.
Midwest Financial Group bought 19 UnitedHealth shares in Q1 2026, an estimated $5.66K.
UnitedHealth made up 0.11% of Midwest Financial Group's portfolio in Q1 2026, its #106 holding.
Midwest Financial Group first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Midwest Financial Group's UnitedHealth position peaked at $731K in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.