Sowell Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Sell |
6,137
-6,413
| -51% | -$1.91M | 0.06% | 331 |
|
|
2025
Q4 | $4.14M | Buy |
12,550
+635
| +5% | +$215K | 0.15% | 133 |
|
|
2025
Q3 | $4.11M | Buy |
11,915
+6,096
| +105% | +$1.84M | 0.16% | 128 |
|
|
2025
Q2 | $1.82M | Sell |
5,819
-5,661
| -49% | -$2.16M | 0.07% | 286 |
|
|
2025
Q1 | $6.01M | Buy |
11,480
+447
| +4% | +$229K | 0.27% | 74 |
|
|
2024
Q4 | $5.58M | Buy |
11,033
+5
| +0% | +$2.84K | 0.29% | 78 |
|
|
2024
Q3 | $6.45M | Sell |
11,028
-407
| -4% | -$230K | 0.3% | 80 |
|
|
2024
Q2 | $5.82M | Sell |
11,435
-1,499
| -12% | -$735K | 0.28% | 82 |
|
|
2024
Q1 | $6.4M | Sell |
12,934
-495
| -4% | -$252K | 0.3% | 79 |
|
|
2023
Q4 | $7.07M | Buy |
13,429
+1,126
| +9% | +$601K | 0.38% | 65 |
|
|
2023
Q3 | $6.2M | Sell |
12,303
-2,610
| -18% | -$1.28M | 0.39% | 61 |
|
|
2023
Q2 | $7.17M | Buy |
14,913
+6,141
| +70% | +$3M | 0.4% | 55 |
|
|
2023
Q1 | $4.15M | Sell |
8,772
-4,372
| -33% | -$2.11M | 0.32% | 72 |
|
|
2022
Q4 | $6.97M | Sell |
13,144
-720
| -5% | -$381K | 0.45% | 44 |
|
|
2022
Q3 | $7M | Sell |
13,864
-2,217
| -14% | -$1.17M | 0.71% | 22 |
|
|
2022
Q2 | $8.26M | Buy |
+16,081
| New | +$8.08M | 0.76% | 27 |
|
|
2022
Q1 | – | Sell |
-14,033
| Closed | -$7.05M | – | 499 |
|
|
2021
Q4 | $7.05M | Buy |
14,033
+960
| +7% | +$435K | 0.4% | 53 |
|
|
2021
Q3 | $5.11M | Buy |
13,073
+320
| +3% | +$133K | 0.35% | 64 |
|
|
2021
Q2 | $5.11M | Sell |
12,753
-2,840
| -18% | -$1.13M | 0.34% | 70 |
|
|
2021
Q1 | $6.47M | Sell |
15,593
-139
| -0.9% | -$48.2K | 0.23% | 93 |
|
|
2020
Q4 | $5.52M | Buy |
15,732
+1,282
| +9% | +$430K | 0.24% | 89 |
|
|
2020
Q3 | $4.5M | Buy |
14,450
+91
| +0.6% | +$28K | 0.23% | 100 |
|
|
2020
Q2 | $4.24M | Sell |
14,359
-6,296
| -30% | -$1.8M | 0.23% | 98 |
|
|
2020
Q1 | $5.15M | Buy |
20,655
+1,575
| +8% | +$433K | 0.38% | 62 |
|
|
2019
Q4 | $5.61M | Buy |
19,080
+3,629
| +23% | +$949K | 0.43% | 46 |
|
|
2019
Q3 | $3.36M | Buy |
+15,451
| New | +$3.73M | 0.28% | 77 |
|
|
2019
Q1 | $2.5M | Buy |
10,118
+392
| +4% | +$100K | 0.28% | 80 |
|
|
2018
Q4 | $2.42M | Sell |
9,726
-641
| -6% | -$169K | 0.34% | 64 |
|
|
2018
Q3 | $2.76M | Buy |
10,367
+1,178
| +13% | +$306K | 0.4% | 53 |
|
|
2018
Q2 | $2.4M | Sell |
9,189
-352
| -4% | -$84.5K | 0.51% | 51 |
|
|
2018
Q1 | $2.23M | Sell |
9,541
-878
| -8% | -$201K | 0.56% | 47 |
|
|
2017
Q4 | $2.53M | Buy |
10,419
+3,332
| +47% | +$706K | 0.62% | 48 |
|
|
2017
Q3 | $1.49M | Buy |
7,087
+1,710
| +32% | +$330K | 0.39% | 63 |
|
|
2017
Q2 | $1.05M | Buy |
5,377
+1,301
| +32% | +$228K | 0.3% | 75 |
|
|
2017
Q1 | $716K | Buy |
4,076
+2,628
| +181% | +$430K | 0.21% | 105 |
|
|
2016
Q4 | $236K | Buy |
+1,448
| New | +$216K | 0.08% | 174 |
|
Other funds holding UNH
VCM
VPM
Sowell Financial Services's UNH Position: Q1 2026 in Review
Sowell Financial Services reduced its UnitedHealth (UNH) stake by 51% in Q1 2026, selling an estimated $1.91M and leaving 6,137 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #331.
Sowell Financial Services first reported a position in UNH in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.26M in Q2 2022. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Sowell Financial Services held 6,137 shares of UnitedHealth worth $1.66M as of Q1 2026.
- Sowell Financial Services sold 6,413 UnitedHealth shares in Q1 2026, an estimated $1.91M.
- UnitedHealth made up 0.06% of Sowell Financial Services's portfolio in Q1 2026, its #331 holding.
- Sowell Financial Services first reported a position in UnitedHealth in Q4 2016 and has held it in 36 quarters since.
- Sowell Financial Services's UnitedHealth position peaked at $8.26M in Q2 2022.
- 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.