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Phoenix Financial’s UnitedHealth UNH Stock Holding History

Phoenix 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 		$12.8M Buy
47,208
+249
+0.5% +$74.2K 0.12% 74
2025
Q4 		$15.3M Buy
46,959
+5,564
+13% +$1.89M 0.17% 63
2025
Q3 		$14.1M Buy
41,395
+21,546
+109% +$6.52M 0.17% 71
2025
Q2 		$6.19M Sell
19,849
-8,463
-30% -$3.23M 0.08% 117
2025
Q1 		$14.8M Sell
28,312
-14,432
-34% -$7.38M 0.23% 74
2024
Q4 		$21.6M Buy
42,744
+1,045
+3% +$594K 0.29% 64
2024
Q3 		$24.4M Sell
41,699
-1,283
-3% -$726K 0.36% 53
2024
Q2 		$21.7M Buy
42,982
+10,927
+34% +$5.36M 0.33% 54
2024
Q1 		$15.8M Buy
32,055
+11,140
+53% +$5.66M 0.22% 67
2023
Q4 		$11.9M Sell
20,915
-1,050
-5% -$560K 0.2% 63
2023
Q3 		$11.1M Buy
21,965
+3,322
+18% +$1.63M 0.2% 65
2023
Q2 		$8.98M Buy
18,643
+5,801
+45% +$2.84M 0.18% 63
2023
Q1 		$6.08M Buy
12,842
+6,553
+104% +$3.16M 0.14% 75
2022
Q4 		$3.33M Buy
6,289
+605
+11% +$320K 0.06% 104
2022
Q3 		$2.89M Sell
5,684
-523
-8% -$275K 0.06% 122
2022
Q2 		$3.19M Sell
6,207
-1,543
-20% -$775K 0.07% 130
2022
Q1 		$3.95M Buy
7,750
+6,980
+906% +$3.37M 0.07% 145
2021
Q4 		$390K Buy
+770
New +$349K 0.01% 305
2020
Q3 		– Sell
-1,261
Closed -$345K – 366
2020
Q2 		$345K Buy
+1,261
New +$361K 0.01% 256

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's UNH Position: Q1 2026 in Review

Phoenix Financial increased its UnitedHealth (UNH) stake by 0.53% in Q1 2026, buying an estimated $74.2K and bringing the position to 47,208 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #74.

Phoenix Financial first reported a position in UNH in Q2 2020 and has held it in 19 quarters since. The position peaked at $24.4M in Q3 2024. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Phoenix Financial held 47,208 shares of UnitedHealth worth $12.8M as of Q1 2026.
  • Phoenix Financial bought 249 UnitedHealth shares in Q1 2026, an estimated $74.2K.
  • UnitedHealth made up 0.12% of Phoenix Financial's portfolio in Q1 2026, its #74 holding.
  • Phoenix Financial first reported a position in UnitedHealth in Q2 2020 and has held it in 19 quarters since.
  • Phoenix Financial's UnitedHealth position peaked at $24.4M in Q3 2024.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.