PF
UNH icon

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
2023
Q4 		– Sell
-2,500
Closed -$1.26M – 388
2023
Q3 		$1.26M Buy
+2,500
New +$1.23M 0.02% 217

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

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. 3,024 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.
  • 3,024 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.