MIFH
UNH icon

Migdal Insurance & Financial Holdings’s UnitedHealth UNH Stock Holding History

Migdal Insurance & Financial Holdings’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 		$160K Buy
592
+1
+0.2% +$298 ﹤0.01% 223
2025
Q4 		$195K Hold
591
– – ﹤0.01% 211
2025
Q3 		$204K Sell
591
-672
-53% -$203K ﹤0.01% 214
2025
Q2 		$394K Sell
1,263
-133
-10% -$50.8K ﹤0.01% 183
2025
Q1 		$731K Buy
1,396
+805
+136% +$412K 0.01% 161
2024
Q4 		$299K Sell
591
-438
-43% -$249K ﹤0.01% 194
2024
Q3 		$602K Sell
1,029
-216
-17% -$122K 0.01% 167
2024
Q2 		$626K Buy
1,245
+359
+41% +$176K 0.01% 175
2024
Q1 		$438K Sell
886
-3,581
-80% -$1.82M 0.01% 179
2023
Q4 		$2.35M Buy
4,467
+2,880
+181% +$1.54M 0.05% 108
2023
Q3 		$804K Sell
1,587
-1,380
-47% -$679K 0.02% 164
2023
Q2 		$1.43M Hold
2,967
– – 0.03% 136
2023
Q1 		$1.4M Hold
2,967
– – 0.03% 134
2022
Q4 		$1.57M Hold
2,967
– – 0.04% 111
2022
Q3 		$1.5M Buy
+2,967
New +$1.56M 0.03% 120
2020
Q1 		– Sell
-71,473
Closed -$21M – 774
2019
Q4 		$21M Sell
71,473
-58,060
-45% -$15.2M 0.4% 57
2019
Q3 		$28.1M Hold
129,533
– – 0.58% 41
2019
Q2 		$31.6M Buy
129,533
+128,677
+15,032% +$30.9M 0.81% 31
2019
Q1 		$212K Buy
856
+281
+49% +$71.7K 0.01% 400
2018
Q4 		$143K Sell
575
-18,120
-97% -$4.79M ﹤0.01% 427
2018
Q3 		$4.97M Buy
18,695
+4,294
+30% +$1.12M 0.1% 153
2018
Q2 		$3.53M Buy
14,401
+3,112
+28% +$747K 0.08% 167
2018
Q1 		$2.42M Buy
11,289
+89
+0.8% +$20.3K 0.06% 167
2017
Q4 		$2.47M Sell
11,200
-2,800
-20% -$593K 0.06% 156
2017
Q3 		$2.74M Hold
14,000
– – 0.06% 158
2017
Q2 		$2.6M Hold
14,000
– – 0.06% 142
2017
Q1 		$2.3M Buy
+14,000
New +$2.29M 0.05% 125

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

Migdal Insurance & Financial Holdings's UNH Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings increased its UnitedHealth (UNH) stake by 0.17% in Q1 2026, buying an estimated $298 and bringing the position to 592 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Migdal Insurance & Financial Holdings first reported a position in UNH in Q1 2017 and has held it in 27 quarters since. The position peaked at $31.6M in Q2 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Migdal Insurance & Financial Holdings held 592 shares of UnitedHealth worth $160K as of Q1 2026.
  • Migdal Insurance & Financial Holdings bought 1 UnitedHealth share in Q1 2026, an estimated $298.
  • UnitedHealth made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #223 holding.
  • Migdal Insurance & Financial Holdings first reported a position in UnitedHealth in Q1 2017 and has held it in 27 quarters since.
  • Migdal Insurance & Financial Holdings's UnitedHealth position peaked at $31.6M in Q2 2019.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.