MPS Loria Financial Planners’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 | $2.05M | Buy |
7,578
+47
| +0.6% | +$14K | 0.54% | 18 |
|
|
2025
Q4 | $2.49M | Buy |
7,531
+32
| +0.4% | +$10.8K | 0.64% | 15 |
|
|
2025
Q3 | $2.59M | Buy |
7,499
+207
| +3% | +$62.6K | 0.69% | 14 |
|
|
2025
Q2 | $2.27M | Buy |
7,292
+36
| +0.5% | +$13.8K | 0.67% | 14 |
|
|
2025
Q1 | $3.8M | Buy |
7,256
+27
| +0.4% | +$13.8K | 1.13% | 9 |
|
|
2024
Q4 | $3.66M | Buy |
7,229
+35
| +0.5% | +$19.9K | 1.08% | 8 |
|
|
2024
Q3 | $4.21M | Buy |
7,194
+30
| +0.4% | +$17K | 1.25% | 7 |
|
|
2024
Q2 | $3.65M | Buy |
7,164
+32
| +0.4% | +$15.7K | 1.18% | 7 |
|
|
2024
Q1 | $3.53M | Buy |
7,132
+13
| +0.2% | +$6.61K | 1.19% | 7 |
|
|
2023
Q4 | $3.75M | Buy |
7,119
+36
| +0.5% | +$19.2K | 1.32% | 6 |
|
|
2023
Q3 | $3.57M | Buy |
7,083
+26
| +0.4% | +$12.8K | 1.4% | 6 |
|
|
2023
Q2 | $3.39M | Sell |
7,057
-20
| -0.3% | -$9.78K | 1.27% | 6 |
|
|
2023
Q1 | $3.34M | Buy |
7,077
+110
| +2% | +$53.1K | 1.35% | 6 |
|
|
2022
Q4 | $3.69M | Sell |
6,967
-72
| -1% | -$38.1K | 1.64% | 7 |
|
|
2022
Q3 | $3.56M | Buy |
7,039
+114
| +2% | +$59.9K | 1.38% | 10 |
|
|
2022
Q2 | $3.56M | Buy |
6,925
+28
| +0.4% | +$14.1K | 1.6% | 6 |
|
|
2022
Q1 | $3.52M | Buy |
6,897
+19
| +0.3% | +$9.16K | 1.48% | 5 |
|
|
2021
Q4 | $3.45M | Buy |
6,878
+19
| +0.3% | +$8.6K | 1.41% | 6 |
|
|
2021
Q3 | $2.68M | Buy |
6,859
+73
| +1% | +$30.2K | 1.23% | 6 |
|
|
2021
Q2 | $2.72M | Buy |
6,786
+46
| +0.7% | +$18.3K | 1.25% | 7 |
|
|
2021
Q1 | $2.51M | Sell |
6,740
-28
| -0.4% | -$9.7K | 1.17% | 8 |
|
|
2020
Q4 | $2.37M | Buy |
6,768
+140
| +2% | +$46.9K | 1.06% | 10 |
|
|
2020
Q3 | $2.07M | Buy |
6,628
+55
| +0.8% | +$16.9K | 1.07% | 10 |
|
|
2020
Q2 | $1.94M | Buy |
6,573
+1
| +0% | +$287 | 1.04% | 10 |
|
|
2020
Q1 | $1.64M | Buy |
6,572
+30
| +0.5% | +$8.26K | 1.26% | 10 |
|
|
2019
Q4 | $1.92M | Sell |
6,542
-126
| -2% | -$33K | 1.13% | 11 |
|
|
2019
Q3 | $1.45M | Buy |
6,668
+32
| +0.5% | +$7.72K | 0.94% | 15 |
|
|
2019
Q2 | $1.62M | Buy |
6,636
+28
| +0.4% | +$6.74K | 1.03% | 14 |
|
|
2019
Q1 | $1.63M | Buy |
6,608
+24
| +0.4% | +$6.12K | 1.08% | 13 |
|
|
2018
Q4 | $1.64M | Buy |
6,584
+22
| +0.3% | +$5.81K | 1.18% | 11 |
|
|
2018
Q3 | $1.75M | Buy |
6,562
+22
| +0.3% | +$5.72K | 1.09% | 13 |
|
|
2018
Q2 | $1.6M | Buy |
6,540
+24
| +0.4% | +$5.76K | 1.62% | 11 |
|
|
2018
Q1 | $1.39M | Buy |
6,516
+21
| +0.3% | +$4.8K | 0.98% | 15 |
|
|
2017
Q4 | $1.43M | Buy |
6,495
+22
| +0.3% | +$4.66K | 0.98% | 16 |
|
|
2017
Q3 | $1.27M | Buy |
6,473
+25
| +0.4% | +$4.83K | 0.91% | 17 |
|
|
2017
Q2 | $1.25M | Buy |
+6,448
| New | +$1.13M | 0.84% | 18 |
|
Other funds holding UNH
VCM
VPM
MPS Loria Financial Planners's UNH Position: Q1 2026 in Review
MPS Loria Financial Planners increased its UnitedHealth (UNH) stake by 0.62% in Q1 2026, buying an estimated $14K and bringing the position to 7,578 shares worth $2.05M. The position accounts for 0.54% of the portfolio, ranked #18.
MPS Loria Financial Planners first reported a position in UNH in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.21M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- MPS Loria Financial Planners held 7,578 shares of UnitedHealth worth $2.05M as of Q1 2026.
- MPS Loria Financial Planners bought 47 UnitedHealth shares in Q1 2026, an estimated $14K.
- UnitedHealth made up 0.54% of MPS Loria Financial Planners's portfolio in Q1 2026, its #18 holding.
- MPS Loria Financial Planners first reported a position in UnitedHealth in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's UnitedHealth position peaked at $4.21M in Q3 2024.
- 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.