Standard Family Office’s UnitedHealth UNH Stock Holding History

Standard Family Office’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	$87.7K	Hold	324	–	–	0.09%	17
2025 Q4	$107K	Hold	324	–	–	0.11%	14
2025 Q3	$112K	Hold	324	–	–	0.12%	16
2025 Q2	$101K	Hold	324	–	–	0.12%	16
2025 Q1	$170K	Sell	324 -243	-43%	-$124K	0.22%	9
2024 Q4	$287K	Hold	567	–	–	0.35%	11
2024 Q3	$332K	Hold	567	–	–	0.4%	8
2024 Q2	$289K	Hold	567	–	–	0.37%	9
2024 Q1	$280K	Buy	+567	New	+$288K	0.38%	9
2022 Q4	–	Sell	-947	Closed	-$478K	–	427
2022 Q3	$478K	Hold	947	–	–	0.21%	16
2022 Q2	$486K	Buy	+947	New	+$476K	4.82%	3
2022 Q1	–	Sell	-1,415	Closed	-$711K	–	231
2021 Q4	$711K	Buy	1,415 +865	+157%	+$392K	6.31%	2
2021 Q3	$215K	Sell	550 -5,460	-91%	-$2.26M	0.06%	9
2021 Q2	$2.41M	Buy	6,010 +550	+10%	+$219K	0.5%	13
2021 Q1	$2.03M	Sell	5,460 -125	-2%	-$43.3K	0.48%	12
2020 Q4	$1.96M	Buy	+5,585	New	+$1.87M	0.47%	12

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

Standard Family Office's UNH Position: Q1 2026 in Review

Standard Family Office held its UnitedHealth (UNH) position steady in Q1 2026 at 324 shares worth $87.7K. The position accounts for 0.09% of the portfolio, ranked #17.

Standard Family Office first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.41M in Q2 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Standard Family Office held 324 shares of UnitedHealth worth $87.7K as of Q1 2026.
Standard Family Office left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.09% of Standard Family Office's portfolio in Q1 2026, its #17 holding.
Standard Family Office first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
Standard Family Office's UnitedHealth position peaked at $2.41M in Q2 2021.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.