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Souders Financial Advisors’s UnitedHealth UNH Stock Holding History

Souders Financial Advisors’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 		$1.1M Buy
4,055
+978
+32% +$291K 0.13% 88
2025
Q4 		$1.02M Sell
3,077
-643
-17% -$218K 0.12% 89
2025
Q3 		$1.28M Buy
3,720
+256
+7% +$77.4K 0.15% 77
2025
Q2 		$1.08M Sell
3,464
-3,249
-48% -$1.24M 0.14% 81
2025
Q1 		$3.52M Sell
6,713
-2,699
-29% -$1.38M 0.49% 43
2024
Q4 		$4.76M Sell
9,412
-2,109
-18% -$1.2M 0.67% 36
2024
Q3 		$6.74M Buy
11,521
+60
+0.5% +$33.9K 0.94% 29
2024
Q2 		$5.84M Buy
11,461
+256
+2% +$125K 0.88% 32
2024
Q1 		$5.54M Buy
11,205
+365
+3% +$186K 0.87% 34
2023
Q4 		$5.71M Sell
10,840
-134
-1% -$71.5K 0.98% 27
2023
Q3 		$5.53M Buy
10,974
+634
+6% +$312K 1.06% 24
2023
Q2 		$4.97M Sell
10,340
-112
-1% -$54.8K 0.95% 28
2023
Q1 		$4.94M Buy
10,452
+52
+0.5% +$25.1K 1.05% 28
2022
Q4 		$5.51M Buy
10,400
+226
+2% +$120K 1.26% 22
2022
Q3 		$5.14M Sell
10,174
-376
-4% -$198K 1.4% 18
2022
Q2 		$5.42M Sell
10,550
-248
-2% -$125K 1.56% 14
2022
Q1 		$5.51M Sell
10,798
-20
-0.2% -$9.65K 1.59% 14
2021
Q4 		$5.43M Buy
10,818
+214
+2% +$96.9K 1.56% 14
2021
Q3 		$4.14M Buy
10,604
+459
+5% +$190K 1.34% 17
2021
Q2 		$4.06M Buy
10,145
+213
+2% +$84.9K 1.37% 17
2021
Q1 		$3.69M Sell
9,932
-1,247
-11% -$432K 1.45% 18
2020
Q4 		$3.92M Buy
11,179
+156
+1% +$52.3K 1.71% 12
2020
Q3 		$3.9M Sell
11,023
-1,359
-11% -$417K 1.84% 11
2020
Q2 		$3.65M Buy
12,382
+4,576
+59% +$1.31M 2.09% 10
2020
Q1 		$1.95M Buy
+7,806
New +$2.15M 1.72% 14

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

Souders Financial Advisors's UNH Position: Q1 2026 in Review

Souders Financial Advisors increased its UnitedHealth (UNH) stake by 32% in Q1 2026, buying an estimated $291K and bringing the position to 4,055 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #88.

Souders Financial Advisors first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.74M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Souders Financial Advisors held 4,055 shares of UnitedHealth worth $1.1M as of Q1 2026.
  • Souders Financial Advisors bought 978 UnitedHealth shares in Q1 2026, an estimated $291K.
  • UnitedHealth made up 0.13% of Souders Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • Souders Financial Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's UnitedHealth position peaked at $6.74M in Q3 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.