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Money Concepts Capital’s UnitedHealth UNH Stock Holding History

Money Concepts Capital’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 		$3.2M Sell
11,844
-31
-0.3% -$9.23K 0.18% 130
2025
Q4 		$3.92M Sell
11,875
-505
-4% -$171K 0.22% 99
2025
Q3 		$4.27M Buy
12,380
+4,600
+59% +$1.39M 0.26% 79
2025
Q2 		$2.43M Buy
7,780
+2,580
+50% +$986K 0.16% 130
2025
Q1 		$2.72M Buy
5,200
+1,400
+37% +$716K 0.2% 116
2024
Q4 		$1.92M Buy
3,800
+54
+1% +$30.7K 0.14% 150
2024
Q3 		$2.19M Buy
3,746
+235
+7% +$133K 0.17% 133
2024
Q2 		$1.79M Buy
3,511
+165
+5% +$80.9K 0.15% 149
2024
Q1 		$1.66M Buy
3,346
+64
+2% +$32.5K 0.15% 169
2023
Q4 		$1.73M Sell
3,282
-239
-7% -$127K 0.16% 150
2023
Q3 		$1.78M Sell
3,521
-168
-5% -$82.7K 0.19% 139
2023
Q2 		$1.78M Sell
3,689
-4,833
-57% -$2.36M 0.18% 137
2023
Q1 		$4.11M Sell
8,522
-2,790
-25% -$1.35M 0.23% 87
2022
Q4 		$6M Buy
11,312
+2,789
+33% +$1.48M 0.27% 74
2022
Q3 		$4.3M Buy
8,523
+4,471
+110% +$2.35M 0.25% 76
2022
Q2 		$2.1M Sell
4,052
-1,780
-31% -$894K 0.19% 127
2022
Q1 		$2.97M Buy
5,832
+1,664
+40% +$803K 0.17% 136
2021
Q4 		$2.09M Buy
+4,168
New +$1.89M 0.18% 133
2021
Q1 		$1.46M Buy
3,916
+190
+5% +$65.8K 0.12% 179
2020
Q4 		$1.31M Buy
+3,726
New +$1.25M 0.12% 161

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

Money Concepts Capital's UNH Position: Q1 2026 in Review

Money Concepts Capital reduced its UnitedHealth (UNH) stake by 0.26% in Q1 2026, selling an estimated $9.23K and leaving 11,844 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #130.

Money Concepts Capital first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $6M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Money Concepts Capital held 11,844 shares of UnitedHealth worth $3.2M as of Q1 2026.
  • Money Concepts Capital sold 31 UnitedHealth shares in Q1 2026, an estimated $9.23K.
  • UnitedHealth made up 0.18% of Money Concepts Capital's portfolio in Q1 2026, its #130 holding.
  • Money Concepts Capital first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's UnitedHealth position peaked at $6M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.