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Shepherd Financial Partners’s UnitedHealth UNH Stock Holding History

Shepherd 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
-702
Closed -$232K – 250
2025
Q4 		$232K Sell
702
-140
-17% -$47.4K 0.02% 224
2025
Q3 		$291K Sell
842
-526
-38% -$159K 0.03% 205
2025
Q2 		$427K Sell
1,368
-4,443
-76% -$1.7M 0.05% 167
2025
Q1 		$3.04M Buy
5,811
+35
+0.6% +$17.9K 0.36% 56
2024
Q4 		$2.92M Sell
5,776
-100
-2% -$56.8K 0.35% 49
2024
Q3 		$3.44M Buy
5,876
+99
+2% +$56K 0.41% 40
2024
Q2 		$2.94M Sell
5,777
-73
-1% -$35.8K 0.38% 44
2024
Q1 		$2.89M Buy
5,850
+114
+2% +$58K 0.38% 42
2023
Q4 		$3.02M Buy
5,736
+22
+0.4% +$11.7K 0.43% 42
2023
Q3 		$2.88M Buy
5,714
+309
+6% +$152K 0.45% 43
2023
Q2 		$2.6M Buy
5,405
+111
+2% +$54.3K 0.4% 46
2023
Q1 		$2.5M Sell
5,294
-1,293
-20% -$624K 0.42% 44
2022
Q4 		$3.49M Buy
6,587
+75
+1% +$39.7K 0.63% 29
2022
Q3 		$3.29M Buy
6,512
+298
+5% +$157K 0.64% 27
2022
Q2 		$3.19M Buy
6,214
+284
+5% +$143K 0.62% 30
2022
Q1 		$3.02M Buy
5,930
+358
+6% +$173K 0.54% 34
2021
Q4 		$2.81M Buy
5,572
+146
+3% +$66.1K 0.49% 42
2021
Q3 		$2.12M Buy
5,426
+3,151
+139% +$1.31M 0.41% 47
2021
Q2 		$911K Hold
2,275
– – 0.17% 90
2021
Q1 		$846K Hold
2,275
– – 0.19% 94
2020
Q4 		$796K Buy
2,275
+350
+18% +$117K 0.18% 92
2020
Q3 		$600K Sell
1,925
-65
-3% -$20K 0.14% 90
2020
Q2 		$587K Buy
1,990
+565
+40% +$162K 0.16% 82
2020
Q1 		$355K Buy
+1,425
New +$392K 0.12% 90

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

Shepherd Financial Partners's UNH Position: Q1 2026 in Review

Shepherd Financial Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 702 shares — an estimated $232K sold.

Shepherd Financial Partners first reported a position in UNH in Q1 2020 and held it in 24 quarters. The position peaked at $3.49M in Q4 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Shepherd Financial Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 702 UnitedHealth shares in Q1 2026, an estimated $232K.
  • Shepherd Financial Partners first reported a position in UnitedHealth in Q1 2020 and held it in 24 quarters.
  • Shepherd Financial Partners's UnitedHealth position peaked at $3.49M in Q4 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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