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Personal CFO Solutions’s UnitedHealth UNH Stock Holding History

Personal CFO Solutions’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 		$1.51M Buy
5,580
+931
+20% +$277K 0.21% 78
2025
Q4 		$1.53M Sell
4,649
-750
-14% -$254K 0.24% 69
2025
Q3 		$1.86M Buy
5,399
+1,270
+31% +$384K 0.33% 53
2025
Q2 		$1.29M Sell
4,129
-254
-6% -$97.1K 0.24% 82
2025
Q1 		$2.3M Buy
4,383
+224
+5% +$115K 0.47% 37
2024
Q4 		$2.1M Sell
4,159
-574
-12% -$326K 0.41% 46
2024
Q3 		$2.77M Buy
4,733
+22
+0.5% +$12.4K 0.39% 52
2024
Q2 		$2.4M Buy
4,711
+3
+0.1% +$1.47K 0.37% 53
2024
Q1 		$2.33M Buy
4,708
+294
+7% +$149K 0.36% 51
2023
Q4 		$2.32M Sell
4,414
-25
-0.6% -$13.3K 0.4% 44
2023
Q3 		$2.24M Buy
4,439
+73
+2% +$35.9K 0.44% 49
2023
Q2 		$2.1M Buy
4,366
+30
+0.7% +$14.7K 0.43% 55
2023
Q1 		$2.05M Sell
4,336
-43
-1% -$20.8K 0.42% 52
2022
Q4 		$2.32M Sell
4,379
-79
-2% -$41.8K 0.49% 43
2022
Q3 		$2.25M Sell
4,458
-197
-4% -$104K 0.57% 37
2022
Q2 		$2.39M Sell
4,655
-25
-0.5% -$12.6K 0.56% 38
2022
Q1 		$2.39M Buy
4,680
+109
+2% +$52.6K 0.47% 44
2021
Q4 		$2.29M Sell
4,571
-190
-4% -$86K 0.43% 44
2021
Q3 		$1.86M Sell
4,761
-22
-0.5% -$9.11K 0.38% 49
2021
Q2 		$1.92M Sell
4,783
-148
-3% -$59K 0.39% 49
2021
Q1 		$1.83M Buy
4,931
+176
+4% +$61K 0.4% 52
2020
Q4 		$1.67M Buy
4,755
+364
+8% +$122K 0.41% 52
2020
Q3 		$1K Buy
4,391
+2,670
+155% +$820K 0.33% 121
2020
Q2 		$508K Buy
1,721
+396
+30% +$113K 0.15% 127
2020
Q1 		$330K Buy
1,325
+423
+47% +$116K 0.12% 158
2019
Q4 		$265K Sell
902
-26
-3% -$6.8K 0.08% 243
2019
Q3 		$201K Buy
+928
New +$224K 0.08% 265

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

Personal CFO Solutions's UNH Position: Q1 2026 in Review

Personal CFO Solutions increased its UnitedHealth (UNH) stake by 20% in Q1 2026, buying an estimated $277K and bringing the position to 5,580 shares worth $1.51M. The position accounts for 0.21% of the portfolio, ranked #78.

Personal CFO Solutions first reported a position in UNH in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.77M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Personal CFO Solutions held 5,580 shares of UnitedHealth worth $1.51M as of Q1 2026.
  • Personal CFO Solutions bought 931 UnitedHealth shares in Q1 2026, an estimated $277K.
  • UnitedHealth made up 0.21% of Personal CFO Solutions's portfolio in Q1 2026, its #78 holding.
  • Personal CFO Solutions first reported a position in UnitedHealth in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's UnitedHealth position peaked at $2.77M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.