O'Donnell Financial Services’s UnitedHealth UNH Stock Holding History

O'Donnell 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	$331K	Hold	1,224	–	–	0.11%	47
2025 Q4	$404K	Sell	1,224 -117	-9%	-$39.6K	0.14%	42
2025 Q3	$463K	Buy	1,341 +25	+2%	+$7.56K	0.16%	42
2025 Q2	$411K	Sell	1,316 -12	-0.9%	-$4.59K	0.16%	38
2025 Q1	$696K	Buy	1,328 +12	+0.9%	+$6.13K	0.29%	32
2024 Q4	$743K	Sell	1,316 -120	-8%	-$68.2K	0.31%	26
2024 Q3	$840K	Hold	1,436	–	–	0.34%	27
2024 Q2	$731K	Hold	1,436	–	–	0.32%	24
2024 Q1	$710K	Hold	1,436	–	–	0.33%	24
2023 Q4	$756K	Hold	1,436	–	–	0.38%	22
2023 Q3	$724K	Hold	1,436	–	–	0.4%	15
2023 Q2	$690K	Sell	1,436 -194	-12%	-$94.9K	0.42%	10
2023 Q1	$770K	Buy	1,630 +44	+3%	+$21.2K	1.37%	6
2022 Q4	$841K	Hold	1,586	–	–	7.72%	3
2022 Q3	$801K	Sell	1,586 -60	-4%	-$31.6K	2.79%	5
2022 Q2	$846K	Sell	1,646 -107	-6%	-$53.7K	0.69%	13
2022 Q1	$894K	Hold	1,753	–	–	0.41%	17
2021 Q4	$817K	Hold	1,753	–	–	0.38%	19
2021 Q3	$685K	Buy	+1,753	New	+$726K	0.33%	28

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

O'Donnell Financial Services's UNH Position: Q1 2026 in Review

O'Donnell Financial Services held its UnitedHealth (UNH) position steady in Q1 2026 at 1,224 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #47.

O'Donnell Financial Services first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $894K in Q1 2022. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

O'Donnell Financial Services held 1,224 shares of UnitedHealth worth $331K as of Q1 2026.
O'Donnell Financial Services left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.11% of O'Donnell Financial Services's portfolio in Q1 2026, its #47 holding.
O'Donnell Financial Services first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
O'Donnell Financial Services's UnitedHealth position peaked at $894K in Q1 2022.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.