MA
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Modus Advisors’s UnitedHealth UNH Stock Holding History

Modus Advisors’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 		$2.67M Buy
9,864
+2,744
+39% +$817K 0.73% 53
2025
Q4 		$2.35M Buy
7,120
+3,396
+91% +$1.15M 0.62% 53
2025
Q3 		$1.29M Buy
3,724
+463
+14% +$140K 0.35% 68
2025
Q2 		$1.02M Buy
3,261
+572
+21% +$219K 0.3% 68
2025
Q1 		$1.41M Buy
2,689
+699
+35% +$357K 0.46% 61
2024
Q4 		$1.01M Sell
1,990
-16
-0.8% -$9.09K 0.32% 66
2024
Q3 		$1.17M Sell
2,006
-358
-15% -$202K 0.39% 63
2024
Q2 		$1.2M Buy
2,364
+1,100
+87% +$539K 0.43% 61
2024
Q1 		$625K Buy
1,264
+41
+3% +$20.8K 0.23% 72
2023
Q4 		$644K Sell
1,223
-115
-9% -$61.3K 0.26% 63
2023
Q3 		$675K Sell
1,338
-19
-1% -$9.35K 0.29% 62
2023
Q2 		$652K Buy
1,357
+187
+16% +$91.4K 0.28% 63
2023
Q1 		$553K Buy
1,170
+32
+3% +$15.4K 0.25% 64
2022
Q4 		$603K Sell
1,138
-286
-20% -$151K 0.29% 63
2022
Q3 		$719K Hold
1,424
– – 0.38% 58
2022
Q2 		$731K Buy
+1,424
New +$715K 0.37% 60
2021
Q3 		– Sell
-80
Closed -$32K – 236
2021
Q2 		$32K Buy
+80
New +$31.9K 0.01% 175
2020
Q3 		– Sell
-210
Closed -$62K – 202
2020
Q2 		$62K Buy
+210
New +$60.2K 0.04% 109

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

Modus Advisors's UNH Position: Q1 2026 in Review

Modus Advisors increased its UnitedHealth (UNH) stake by 39% in Q1 2026, buying an estimated $817K and bringing the position to 9,864 shares worth $2.67M. The position accounts for 0.73% of the portfolio, ranked #53.

Modus Advisors first reported a position in UNH in Q2 2020 and has held it in 18 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Modus Advisors held 9,864 shares of UnitedHealth worth $2.67M as of Q1 2026.
  • Modus Advisors bought 2,744 UnitedHealth shares in Q1 2026, an estimated $817K.
  • UnitedHealth made up 0.73% of Modus Advisors's portfolio in Q1 2026, its #53 holding.
  • Modus Advisors first reported a position in UnitedHealth in Q2 2020 and has held it in 18 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.