My Personal CFO LLC’s UnitedHealth UNH Stock Holding History

My Personal CFO LLC’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	$475K	Hold	1,754	–	–	0.21%	61
2025 Q4	$579K	Sell	1,754 -76	-4%	-$25.8K	0.24%	58
2025 Q3	$632K	Buy	1,830 +76	+4%	+$23K	0.24%	54
2025 Q2	$547K	Sell	1,754 -47	-3%	-$18K	0.25%	58
2025 Q1	$943K	Sell	1,801 -21	-1%	-$10.7K	0.48%	39
2024 Q4	$922K	Hold	1,822	–	–	0.47%	41
2024 Q3	$1.07M	Sell	1,822 -60	-3%	-$33.9K	0.58%	39
2024 Q2	$958K	Sell	1,882 -19	-1%	-$9.31K	0.51%	41
2024 Q1	$940K	Sell	1,901 -64	-3%	-$32.5K	0.54%	42
2023 Q4	$1.03M	Buy	1,965 +34	+2%	+$18.1K	0.67%	38
2023 Q3	$974K	Sell	1,931 -4	-0.2%	-$1.97K	0.79%	35
2023 Q2	$930K	Sell	1,935 -7	-0.4%	-$3.42K	0.73%	37
2023 Q1	$918K	Buy	1,942 +1,941	+194,100%	+$937K	0.78%	34
2022 Q4	$1.03M	Buy	+1	New	+$530	0.95%	26
2022 Q3	–	Sell	-1,946	Closed	-$1M	–	64
2022 Q2	$1M	Buy	1,946 +31	+2%	+$15.6K	1.28%	23
2022 Q1	$977K	Sell	1,915 -32	-2%	-$15.4K	1.01%	24
2021 Q4	$978K	Buy	+1,947	New	+$881K	0.85%	29

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

My Personal CFO LLC's UNH Position: Q1 2026 in Review

My Personal CFO LLC held its UnitedHealth (UNH) position steady in Q1 2026 at 1,754 shares worth $475K. The position accounts for 0.21% of the portfolio, ranked #61.

My Personal CFO LLC first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

My Personal CFO LLC held 1,754 shares of UnitedHealth worth $475K as of Q1 2026.
My Personal CFO LLC left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.21% of My Personal CFO LLC's portfolio in Q1 2026, its #61 holding.
My Personal CFO LLC first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
My Personal CFO LLC's UnitedHealth position peaked at $1.07M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.