Second Half Financial Partners’s UnitedHealth UNH Stock Holding History

Second Half Financial Partners’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	-619	Closed	-$204K	–	119
2025 Q4	$204K	Buy	619 +2	+0.3%	+$678	0.09%	98
2025 Q3	$213K	Buy	+617	New	+$187K	0.09%	93
2025 Q2	–	Sell	-1,677	Closed	-$878K	–	98
2025 Q1	$878K	Sell	1,677 -123	-7%	-$62.9K	0.44%	34
2024 Q4	$911K	Sell	1,800 -5,770	-76%	-$3.28M	0.44%	39
2024 Q3	$4.43M	Sell	7,570 -4,260	-36%	-$2.41M	2.35%	10
2024 Q2	$6.02M	Buy	11,830 +6,000	+103%	+$2.94M	4.82%	8
2024 Q1	$2.88M	Buy	5,830 +5,428	+1,350%	+$2.76M	1.28%	29
2023 Q4	$212K	Buy	402 +5	+1%	+$2.67K	0.1%	47
2023 Q3	$200K	Sell	397 -5,042	-93%	-$2.48M	0.1%	39
2023 Q2	$2.61M	Buy	+5,439	New	+$2.66M	0.6%	56
2023 Q1	–	Sell	-10,692	Closed	-$5.34M	–	48
2022 Q4	$5.34M	Buy	10,692 +5,552	+108%	+$2.94M	3.48%	8
2022 Q3	$2.6M	Sell	5,140 -6,898	-57%	-$3.63M	3.23%	12
2022 Q2	$4.48M	Hold	12,038	–	–	3.44%	2
2022 Q1	$4.48M	Buy	+12,038	New	+$5.81M	3.44%	2

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

Second Half Financial Partners's UNH Position: Q1 2026 in Review

Second Half Financial Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 619 shares — an estimated $204K sold.

Second Half Financial Partners first reported a position in UNH in Q1 2022 and held it in 14 quarters. The position peaked at $6.02M in Q2 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Second Half Financial Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Second Half Financial Partners sold 619 UnitedHealth shares in Q1 2026, an estimated $204K.
Second Half Financial Partners first reported a position in UnitedHealth in Q1 2022 and held it in 14 quarters.
Second Half Financial Partners's UnitedHealth position peaked at $6.02M in Q2 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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