SFS
UNH icon

Stiles Financial Services’s UnitedHealth UNH Stock Holding History

Stiles Financial Services’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 		$365K Buy
1,347
+3
+0.2% +$893 0.11% 138
2025
Q4 		$444K Buy
1,344
+1
+0.1% +$339 0.14% 125
2025
Q3 		$464K Sell
1,343
-751
-36% -$227K 0.15% 124
2025
Q2 		$653K Sell
2,094
-603
-22% -$230K 0.23% 100
2025
Q1 		$1.41M Sell
2,697
-709
-21% -$362K 0.54% 63
2024
Q4 		$1.72M Sell
3,406
-8,329
-71% -$4.73M 0.62% 55
2024
Q3 		$6.86M Sell
11,735
-240
-2% -$136K 2.42% 6
2024
Q2 		$6.1M Buy
11,975
+257
+2% +$126K 2.35% 8
2024
Q1 		$5.8M Buy
11,718
+66
+0.6% +$33.6K 2.32% 7
2023
Q4 		$6.14M Buy
11,652
+187
+2% +$99.7K 2.79% 3
2023
Q3 		$5.78M Buy
11,465
+501
+5% +$247K 3% 3
2023
Q2 		$5.27M Sell
10,964
-23
-0.2% -$11.2K 2.62% 3
2023
Q1 		$5.19M Buy
10,987
+120
+1% +$57.9K 2.79% 3
2022
Q4 		$5.76M Sell
10,867
-549
-5% -$291K 3.29% 2
2022
Q3 		$5.76M Buy
11,416
+242
+2% +$127K 3.5% 2
2022
Q2 		$5.74M Sell
11,174
-108
-1% -$54.2K 3.45% 2
2022
Q1 		$5.75M Sell
11,282
-34
-0.3% -$16.4K 2.88% 4
2021
Q4 		$5.68M Buy
+11,316
New +$5.12M 2.74% 4

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

Stiles Financial Services's UNH Position: Q1 2026 in Review

Stiles Financial Services increased its UnitedHealth (UNH) stake by 0.22% in Q1 2026, buying an estimated $893 and bringing the position to 1,347 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #138.

Stiles Financial Services first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.86M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Stiles Financial Services held 1,347 shares of UnitedHealth worth $365K as of Q1 2026.
  • Stiles Financial Services bought 3 UnitedHealth shares in Q1 2026, an estimated $893.
  • UnitedHealth made up 0.11% of Stiles Financial Services's portfolio in Q1 2026, its #138 holding.
  • Stiles Financial Services first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's UnitedHealth position peaked at $6.86M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.