Novak & Powell Financial Services’s UnitedHealth UNH Stock Holding History

Novak & Powell Financial Services’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	$459K	Buy	1,696 +75	+5%	+$22.3K	0.25%	87
2025 Q4	$535K	Buy	1,621 +6	+0.4%	+$2.03K	0.28%	78
2025 Q3	$558K	Buy	1,615 +406	+34%	+$123K	0.29%	77
2025 Q2	$377K	Buy	1,209 +6	+0.5%	+$2.29K	0.26%	83
2025 Q1	$630K	Sell	1,203 -98	-8%	-$50.1K	0.39%	59
2024 Q4	$658K	Buy	1,301 +5	+0.4%	+$2.84K	0.39%	58
2024 Q3	$758K	Buy	1,296 +3	+0.2%	+$1.7K	0.44%	55
2024 Q2	$658K	Sell	1,293 -5	-0.4%	-$2.45K	0.41%	55
2024 Q1	$642K	Buy	1,298 +4	+0.3%	+$2.03K	0.48%	53
2023 Q4	$681K	Buy	+1,294	New	+$690K	0.45%	54

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

Novak & Powell Financial Services's UNH Position: Q1 2026 in Review

Novak & Powell Financial Services increased its UnitedHealth (UNH) stake by 4.6% in Q1 2026, buying an estimated $22.3K and bringing the position to 1,696 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #87.

Novak & Powell Financial Services first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $758K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Novak & Powell Financial Services held 1,696 shares of UnitedHealth worth $459K as of Q1 2026.
Novak & Powell Financial Services bought 75 UnitedHealth shares in Q1 2026, an estimated $22.3K.
UnitedHealth made up 0.25% of Novak & Powell Financial Services's portfolio in Q1 2026, its #87 holding.
Novak & Powell Financial Services first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's UnitedHealth position peaked at $758K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.