Monetta Financial Services’s UnitedHealth UNH Stock Holding History

Monetta 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
2026 Q1	–	Sell	-4,400	Closed	-$1.45M	–	76
2025 Q4	$1.45M	Hold	4,400	–	–	1.04%	26
2025 Q3	$1.52M	Buy	+4,400	New	+$1.33M	1.06%	24
2024 Q4	–	Sell	-2,000	Closed	-$1.17M	–	58
2024 Q3	$1.17M	Hold	2,000	–	–	1%	22
2024 Q2	$1.02M	Hold	2,000	–	–	0.88%	27
2024 Q1	$989K	Sell	2,000 -2,000	-50%	-$1.02M	0.89%	29
2023 Q4	$2.11M	Hold	4,000	–	–	2.01%	12
2023 Q3	$2.02M	Hold	4,000	–	–	2.2%	12
2023 Q2	$1.92M	Sell	4,000 -500	-11%	-$244K	1.88%	14
2023 Q1	$2.13M	Sell	4,500 -1,500	-25%	-$724K	2.27%	12
2022 Q4	$3.18M	Hold	6,000	–	–	3.67%	9
2022 Q3	$3.03M	Hold	6,000	–	–	3.45%	10
2022 Q2	$3.08M	Hold	6,000	–	–	3.23%	10
2022 Q1	$3.06M	Hold	6,000	–	–	2.54%	14
2021 Q4	$3.01M	Hold	6,000	–	–	2.33%	15
2021 Q3	$2.34M	Hold	6,000	–	–	1.9%	16
2021 Q2	$2.4M	Hold	6,000	–	–	1.85%	18
2021 Q1	$2.23M	Sell	6,000 -2,000	-25%	-$693K	1.76%	19
2020 Q4	$2.81M	Hold	8,000	–	–	2.19%	15
2020 Q3	$2.49M	Hold	8,000	–	–	2.11%	16
2020 Q2	$2.36M	Hold	8,000	–	–	2.07%	14
2020 Q1	$2M	Sell	8,000 -5,000	-38%	-$1.38M	2.05%	14
2019 Q4	$3.82M	Hold	13,000	–	–	2.85%	14
2019 Q3	$2.83M	Hold	13,000	–	–	2.03%	18
2019 Q2	$3.17M	Sell	13,000 -14,000	-52%	-$3.37M	2.17%	16
2019 Q1	$6.68M	Hold	27,000	–	–	4.81%	7
2018 Q4	$6.73M	Hold	27,000	–	–	5.25%	7
2018 Q3	$7.18M	Hold	27,000	–	–	4.38%	6
2018 Q2	$6.62M	Hold	27,000	–	–	3.45%	11
2018 Q1	$5.78M	Hold	27,000	–	–	3.09%	12
2017 Q4	$5.95M	Hold	27,000	–	–	3.08%	13
2017 Q3	$5.29M	Hold	27,000	–	–	2.87%	15
2017 Q2	$5.01M	Hold	27,000	–	–	2.82%	14
2017 Q1	$4.43M	Buy	27,000 +10,000	+59%	+$1.64M	2.56%	11
2016 Q4	$2.72M	Hold	17,000	–	–	1.68%	18
2016 Q3	$2.38M	Hold	17,000	–	–	1.53%	20
2016 Q2	$2.4M	Hold	17,000	–	–	1.52%	15
2016 Q1	$2.19M	Hold	17,000	–	–	1.36%	22
2015 Q4	$2M	Hold	17,000	–	–	1.18%	20
2015 Q3	$1.97M	Hold	17,000	–	–	1.21%	22
2015 Q2	$2.07M	Hold	17,000	–	–	1.18%	22
2015 Q1	$2.01M	Buy	17,000 +5,000	+42%	+$555K	1.07%	30
2014 Q4	$1.21M	Buy	+12,000	New	+$1.14M	0.63%	45
2013 Q3	–	Sell	-14,000	Closed	-$917K	–	72
2013 Q2	$917K	Buy	+14,000	New	+$871K	0.82%	47

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

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

Monetta Financial Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 4,400 shares — an estimated $1.45M sold.

Monetta Financial Services first reported a position in UNH in Q2 2013 and held it in 43 quarters. The position peaked at $7.18M in Q3 2018. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Monetta Financial Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Monetta Financial Services sold 4,400 UnitedHealth shares in Q1 2026, an estimated $1.45M.
Monetta Financial Services first reported a position in UnitedHealth in Q2 2013 and held it in 43 quarters.
Monetta Financial Services's UnitedHealth position peaked at $7.18M in Q3 2018.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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