Monte Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $771K | Buy |
2,848
+3
| +0.1% | +$893 | 0.27% | 77 |
|
|
2025
Q4 | $939K | Sell |
2,845
-3
| -0.1% | -$1.02K | 0.35% | 67 |
|
|
2025
Q3 | $983K | Sell |
2,848
-1,722
| -38% | -$521K | 0.36% | 67 |
|
|
2025
Q2 | $1.43M | Buy |
4,570
+161
| +4% | +$61.5K | 0.55% | 53 |
|
|
2025
Q1 | $2M | Buy |
4,409
+39
| +0.9% | +$19.9K | 0.88% | 36 |
|
|
2024
Q4 | $2.21M | Sell |
4,370
-17
| -0.4% | -$9.66K | 0.95% | 34 |
|
|
2024
Q3 | $2.57M | Sell |
4,387
-483
| -10% | -$273K | 1.06% | 35 |
|
|
2024
Q2 | $2.48M | Buy |
4,870
+81
| +2% | +$39.7K | 1.09% | 35 |
|
|
2024
Q1 | $2.37M | Buy |
4,789
+64
| +1% | +$32.5K | 1.04% | 33 |
|
|
2023
Q4 | $2.49M | Sell |
4,725
-33
| -0.7% | -$17.6K | 1.16% | 34 |
|
|
2023
Q3 | $2.4M | Sell |
4,758
-12
| -0.3% | -$5.91K | 1.21% | 34 |
|
|
2023
Q2 | $2.29M | Buy |
4,770
+77
| +2% | +$37.7K | 1.12% | 34 |
|
|
2023
Q1 | $2.22M | Buy |
4,693
+3,263
| +228% | +$1.57M | 1.17% | 31 |
|
|
2022
Q4 | $758K | Sell |
1,430
-8
| -0.6% | -$4.24K | 0.39% | 52 |
|
|
2022
Q3 | $726K | Sell |
1,438
-187
| -12% | -$98.3K | 0.44% | 42 |
|
|
2022
Q2 | $835K | Buy |
1,625
+12
| +0.7% | +$6.03K | 0.49% | 39 |
|
|
2022
Q1 | $823K | Sell |
1,613
-811
| -33% | -$391K | 0.44% | 43 |
|
|
2021
Q4 | $1.22M | Sell |
2,424
-102
| -4% | -$46.2K | 0.64% | 35 |
|
|
2021
Q3 | $987K | Buy |
2,526
+17
| +0.7% | +$7.04K | 0.57% | 41 |
|
|
2021
Q2 | $1M | Sell |
2,509
-26
| -1% | -$10.4K | 0.57% | 39 |
|
|
2021
Q1 | $943K | Sell |
2,535
-34
| -1% | -$11.8K | 0.58% | 39 |
|
|
2020
Q4 | $901K | Sell |
2,569
-18
| -0.7% | -$6.03K | 0.61% | 39 |
|
|
2020
Q3 | $807K | Sell |
2,587
-42
| -2% | -$12.9K | 0.61% | 40 |
|
|
2020
Q2 | $775K | Sell |
2,629
-2
| -0.1% | -$573 | 0.61% | 40 |
|
|
2020
Q1 | $656K | Sell |
2,631
-300
| -10% | -$82.6K | 0.64% | 38 |
|
|
2019
Q4 | $862K | Buy |
2,931
+148
| +5% | +$38.7K | 0.64% | 37 |
|
|
2019
Q3 | $605K | Buy |
2,783
+358
| +15% | +$86.4K | 0.49% | 44 |
|
|
2019
Q2 | $592K | Buy |
2,425
+78
| +3% | +$18.8K | 0.5% | 42 |
|
|
2019
Q1 | $580K | Buy |
2,347
+677
| +41% | +$173K | 0.51% | 41 |
|
|
2018
Q4 | $416K | Buy |
1,670
+62
| +4% | +$16.4K | 0.44% | 44 |
|
|
2018
Q3 | $428K | Buy |
1,608
+81
| +5% | +$21.1K | 0.4% | 46 |
|
|
2018
Q2 | $375K | Buy |
1,527
+101
| +7% | +$24.3K | 0.38% | 49 |
|
|
2018
Q1 | $305K | Buy |
+1,426
| New | +$326K | 0.32% | 52 |
|
Other funds holding UNH
VCM
VPM
Monte Financial Group's UNH Position: Q1 2026 in Review
Monte Financial Group increased its UnitedHealth (UNH) stake by 0.11% in Q1 2026, buying an estimated $893 and bringing the position to 2,848 shares worth $771K. The position accounts for 0.27% of the portfolio, ranked #77.
Monte Financial Group first reported a position in UNH in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.57M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Monte Financial Group held 2,848 shares of UnitedHealth worth $771K as of Q1 2026.
- Monte Financial Group bought 3 UnitedHealth shares in Q1 2026, an estimated $893.
- UnitedHealth made up 0.27% of Monte Financial Group's portfolio in Q1 2026, its #77 holding.
- Monte Financial Group first reported a position in UnitedHealth in Q1 2018 and has held it in 33 quarters since.
- Monte Financial Group's UnitedHealth position peaked at $2.57M in Q3 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.