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UNH icon

SignatureFD’s UnitedHealth UNH Stock Holding History

SignatureFD’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 		$5.35M Sell
19,760
-1,830
-8% -$545K 0.08% 91
2025
Q4 		$7.13M Sell
21,590
-45
-0.2% -$15.3K 0.11% 68
2025
Q3 		$7.47M Buy
21,635
+3,526
+19% +$1.07M 0.12% 62
2025
Q2 		$5.65M Sell
18,109
-2,887
-14% -$1.1M 0.1% 71
2025
Q1 		$11M Buy
20,996
+539
+3% +$276K 0.21% 47
2024
Q4 		$10.3M Sell
20,457
-1,239
-6% -$704K 0.2% 48
2024
Q3 		$12.7M Buy
21,696
+1,293
+6% +$731K 0.24% 37
2024
Q2 		$10.4M Buy
20,403
+128
+0.6% +$62.7K 0.21% 43
2024
Q1 		$10M Sell
20,275
-1,114
-5% -$566K 0.21% 38
2023
Q4 		$11.3M Buy
21,389
+1,634
+8% +$871K 0.26% 36
2023
Q3 		$9.96M Sell
19,755
-629
-3% -$310K 0.26% 37
2023
Q2 		$9.8M Sell
20,384
-662
-3% -$324K 0.25% 35
2023
Q1 		$9.95M Buy
21,046
+150
+0.7% +$72.4K 0.27% 30
2022
Q4 		$11.1M Buy
20,896
+1,721
+9% +$912K 0.32% 30
2022
Q3 		$9.68M Buy
19,175
+994
+5% +$523K 0.33% 30
2022
Q2 		$9.34M Buy
18,181
+494
+3% +$248K 0.32% 28
2022
Q1 		$9.02M Buy
17,687
+387
+2% +$187K 0.27% 30
2021
Q4 		$8.69M Buy
17,300
+2,018
+13% +$913K 0.27% 32
2021
Q3 		$5.97M Buy
15,282
+487
+3% +$202K 0.21% 38
2021
Q2 		$5.92M Buy
14,795
+1,179
+9% +$470K 0.24% 32
2021
Q1 		$5.07M Buy
13,616
+659
+5% +$228K 0.22% 35
2020
Q4 		$4.54M Sell
12,957
-1,236
-9% -$414K 0.21% 33
2020
Q3 		$4.42M Buy
14,193
+3,430
+32% +$1.05M 0.24% 32
2020
Q2 		$3.17M Sell
10,763
-316
-3% -$90.5K 0.19% 38
2020
Q1 		$2.76M Sell
11,079
-1,683
-13% -$463K 0.24% 39
2019
Q4 		$3.75M Buy
12,762
+6,392
+100% +$1.67M 0.28% 34
2019
Q3 		$1.38M Sell
6,370
-519
-8% -$125K 0.11% 68
2019
Q2 		$1.68M Buy
6,889
+525
+8% +$126K 0.15% 54
2019
Q1 		$1.57M Sell
6,364
-706
-10% -$180K 0.13% 58
2018
Q4 		$1.76M Buy
7,070
+743
+12% +$196K 0.16% 54
2018
Q3 		$1.68M Buy
6,327
+135
+2% +$35.1K 0.17% 59
2018
Q2 		$1.52M Buy
6,192
+578
+10% +$139K 0.17% 60
2018
Q1 		$1.2M Buy
5,614
+1,210
+27% +$276K 0.14% 53
2017
Q4 		$971K Buy
4,404
+281
+7% +$59.6K 0.12% 71
2017
Q3 		$807K Buy
4,123
+404
+11% +$78K 0.11% 77
2017
Q2 		$690K Sell
3,719
-497
-12% -$87.2K 0.1% 75
2017
Q1 		$691K Buy
4,216
+438
+12% +$71.7K 0.1% 76
2016
Q4 		$605K Buy
3,778
+315
+9% +$47.1K 0.1% 79
2016
Q3 		$485K Buy
3,463
+655
+23% +$91.7K 0.07% 99
2016
Q2 		$396K Buy
2,808
+738
+36% +$98.4K 0.06% 98
2016
Q1 		$267K Buy
2,070
+545
+36% +$64.5K 0.05% 138
2015
Q4 		$179K Buy
1,525
+416
+38% +$48.6K 0.03% 155
2015
Q3 		$129K Buy
1,109
+186
+20% +$22.3K 0.03% 177
2015
Q2 		$113K Buy
923
+77
+9% +$9.11K 0.02% 206
2015
Q1 		$100K Buy
846
+47
+6% +$5.22K 0.02% 209
2014
Q4 		$81K Sell
799
-1,876
-70% -$178K 0.02% 234
2014
Q3 		$231K Buy
2,675
+235
+10% +$19.9K 0.08% 104
2014
Q2 		$199K Sell
2,440
-148
-6% -$11.6K 0.07% 122
2014
Q1 		$212K Buy
2,588
+237
+10% +$17.8K 0.09% 71
2013
Q4 		$177K Sell
2,351
-70
-3% -$5.03K 0.06% 95
2013
Q3 		$173K Sell
2,421
-185
-7% -$13.2K 0.07% 86
2013
Q2 		$171K Buy
+2,606
New +$162K 0.09% 87

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

SignatureFD's UNH Position: Q1 2026 in Review

SignatureFD reduced its UnitedHealth (UNH) stake by 8.5% in Q1 2026, selling an estimated $545K and leaving 19,760 shares worth $5.35M. The position accounts for 0.08% of the portfolio, ranked #91.

SignatureFD first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • SignatureFD held 19,760 shares of UnitedHealth worth $5.35M as of Q1 2026.
  • SignatureFD sold 1,830 UnitedHealth shares in Q1 2026, an estimated $545K.
  • UnitedHealth made up 0.08% of SignatureFD's portfolio in Q1 2026, its #91 holding.
  • SignatureFD first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's UnitedHealth position peaked at $12.7M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.