MFG
UNH icon

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
Q2 		$410K Buy
985
+4
+0.4% +$1.48K 0.14% 98
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Midwest Financial Group's UNH Position: Q2 2026 in Review

Midwest Financial Group increased its UnitedHealth (UNH) stake by 0.41% in Q2 2026, buying an estimated $1.48K and bringing the position to 985 shares worth $410K. The position accounts for 0.14% of the portfolio, ranked #98.

Midwest Financial Group first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $731K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Midwest Financial Group held 985 shares of UnitedHealth worth $410K as of Q2 2026.
  • Midwest Financial Group bought 4 UnitedHealth shares in Q2 2026, an estimated $1.48K.
  • UnitedHealth made up 0.14% of Midwest Financial Group's portfolio in Q2 2026, its #98 holding.
  • Midwest Financial Group first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Midwest Financial Group's UnitedHealth position peaked at $731K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.