Retirement Guys Formula’s UnitedHealth UNH Stock Holding History

Retirement Guys Formula’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	$276K	Sell	1,019 -5,006	-83%	-$1.49M	0.13%	115
2025 Q4	$1.99M	Sell	6,025 -4,267	-41%	-$1.45M	0.91%	35
2025 Q3	$3.55M	Buy	10,292 +781	+8%	+$236K	1.25%	18
2025 Q2	$2.97M	Buy	9,511 +3,998	+73%	+$1.53M	1.13%	21
2025 Q1	$2.89M	Buy	5,513 +1,417	+35%	+$724K	1.43%	14
2024 Q4	$2.07M	Buy	4,096 +41	+1%	+$23.3K	1.04%	22
2024 Q3	$2.37M	Sell	4,055 -42	-1%	-$23.8K	1.1%	19
2024 Q2	$2.09M	Buy	4,097 +347	+9%	+$170K	1%	22
2024 Q1	$1.86M	Buy	3,750 +1,767	+89%	+$898K	0.9%	33
2023 Q4	$1.04M	Buy	1,983 +99	+5%	+$52.8K	0.56%	50
2023 Q3	$950K	Buy	+1,884	New	+$927K	0.66%	36
2022 Q3	–	Sell	-967	Closed	-$497K	–	135
2022 Q2	$497K	Buy	967 +310	+47%	+$156K	0.51%	41
2022 Q1	$335K	Sell	657 -389	-37%	-$188K	0.22%	79
2021 Q4	$525K	Buy	+1,046	New	+$473K	0.42%	51

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

Retirement Guys Formula's UNH Position: Q1 2026 in Review

Retirement Guys Formula reduced its UnitedHealth (UNH) stake by 83% in Q1 2026, selling an estimated $1.49M and leaving 1,019 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #115.

Retirement Guys Formula first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.55M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Retirement Guys Formula held 1,019 shares of UnitedHealth worth $276K as of Q1 2026.
Retirement Guys Formula sold 5,006 UnitedHealth shares in Q1 2026, an estimated $1.49M.
UnitedHealth made up 0.13% of Retirement Guys Formula's portfolio in Q1 2026, its #115 holding.
Retirement Guys Formula first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Retirement Guys Formula's UnitedHealth position peaked at $3.55M in Q3 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.