Mustard Seed Financial’s UnitedHealth UNH Stock Holding History

Mustard Seed Financial’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	$262K	Buy	+970	New	+$289K	0.16%	77
2025 Q4	–	Sell	-675	Closed	-$233K	–	93
2025 Q3	$233K	Hold	675	–	–	0.15%	83
2025 Q2	$211K	Hold	675	–	–	0.15%	82
2025 Q1	$354K	Hold	675	–	–	0.28%	59
2024 Q4	$341K	Sell	675 -190	-22%	-$108K	0.28%	61
2024 Q3	$506K	Hold	865	–	–	0.42%	50
2024 Q2	$441K	Hold	865	–	–	0.42%	52
2024 Q1	$428K	Hold	865	–	–	0.43%	52
2023 Q4	$455K	Buy	+865	New	+$461K	0.51%	45

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

Mustard Seed Financial's UNH Position: Q1 2026 in Review

Mustard Seed Financial opened a new position in UnitedHealth (UNH) in Q1 2026: 970 shares worth $262K. The stake represents 0.16% of the portfolio and ranks #77 among its holdings. This is a return to the name: Mustard Seed Financial previously reported a position in UNH as recently as Q3 2025.

Mustard Seed Financial first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $506K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mustard Seed Financial held 970 shares of UnitedHealth worth $262K as of Q1 2026.
UnitedHealth was a new Mustard Seed Financial position in Q1 2026.
UnitedHealth made up 0.16% of Mustard Seed Financial's portfolio in Q1 2026, its #77 holding.
Mustard Seed Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Mustard Seed Financial's UnitedHealth position peaked at $506K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.