OF
UNH icon

Optimize Financial’s UnitedHealth UNH Stock Holding History

Optimize 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 		– Sell
-1,359
Closed -$449K – 459
2025
Q4 		$449K Buy
1,359
+16
+1% +$5.42K 0.23% 176
2025
Q3 		$464K Buy
+1,343
New +$406K 0.24% 137

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Optimize Financial's UNH Position: Q1 2026 in Review

Optimize Financial sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,359 shares — an estimated $449K sold.

Optimize Financial first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $464K in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Optimize Financial reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,359 UnitedHealth shares in Q1 2026, an estimated $449K.
  • Optimize Financial first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's UnitedHealth position peaked at $464K in Q3 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.