Mirabella Financial Services’s UnitedHealth UNH Stock Holding History

Mirabella Financial Services’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
2023 Q2	–	Sell	-15,500	Closed	-$7.33M	–	668
2023 Q1	$7.33M	Buy	+15,500	New	+$7.48M	1.11%	19
2021 Q3	–	Sell	-25,000	Closed	-$10M	–	549
2021 Q2	$10M	Buy	+25,000	New	+$9.97M	1.79%	7
2021 Q1	–	Sell	-100	Closed	-$1.32M	–	419
2020 Q4	$1.32M	Buy	+100	New	+$33.5K	0.16%	122

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

Mirabella Financial Services's UNH Position: Q1 2026 in Review

Mirabella Financial Services opened a new position in UnitedHealth (UNH) in Q1 2026: 1,365 shares worth $369K. The stake represents 0.04% of the portfolio and ranks #374 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in UNH as recently as Q3 2025.

Mirabella Financial Services first reported a position in UNH in Q3 2020 and has held it in 13 quarters since. The position peaked at $116M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mirabella Financial Services held 1,365 shares of UnitedHealth worth $369K as of Q1 2026.
UnitedHealth was a new Mirabella Financial Services position in Q1 2026.
UnitedHealth made up 0.04% of Mirabella Financial Services's portfolio in Q1 2026, its #374 holding.
Mirabella Financial Services first reported a position in UnitedHealth in Q3 2020 and has held it in 13 quarters since.
Mirabella Financial Services's UnitedHealth position peaked at $116M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.