StoneX Group’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 | $481K | Sell |
1,779
-11,536
| -87% | -$3.44M | 0.03% | 434 |
|
|
2025
Q4 | $4.41M | Buy |
13,315
+282
| +2% | +$95.6K | 0.19% | 97 |
|
|
2025
Q3 | $4.5M | Buy |
13,033
+3,272
| +34% | +$990K | 0.2% | 105 |
|
|
2025
Q2 | $3.05M | Buy |
9,761
+2,201
| +29% | +$841K | 0.15% | 124 |
|
|
2025
Q1 | $3.96M | Sell |
7,560
-398
| -5% | -$203K | 0.22% | 97 |
|
|
2024
Q4 | $4.03M | Buy |
7,958
+1,294
| +19% | +$735K | 0.22% | 94 |
|
|
2024
Q3 | $3.9M | Sell |
6,664
-111
| -2% | -$62.8K | 1.75% | 6 |
|
|
2024
Q2 | $3.45M | Buy |
6,775
+1,075
| +19% | +$527K | 1.61% | 7 |
|
|
2024
Q1 | $2.82M | Buy |
5,700
+437
| +8% | +$222K | 1.46% | 7 |
|
|
2023
Q4 | $2.77M | Sell |
5,263
-79
| -1% | -$42.1K | 1.48% | 8 |
|
|
2023
Q3 | $2.69M | Buy |
5,342
+471
| +10% | +$232K | 1.49% | 5 |
|
|
2023
Q2 | $2.34M | Buy |
4,871
+42
| +0.9% | +$20.5K | 1.32% | 9 |
|
|
2023
Q1 | $2.28M | Buy |
4,829
+655
| +16% | +$316K | 1.36% | 7 |
|
|
2022
Q4 | $2.21M | Buy |
+4,174
| New | +$2.21M | 0.32% | 48 |
|
|
2022
Q2 | – | Sell |
-6,183
| Closed | -$3.15M | – | 734 |
|
|
2022
Q1 | $3.15M | Buy |
6,183
+2,184
| +55% | +$1.05M | 0.3% | 63 |
|
|
2021
Q4 | $2.01M | Buy |
3,999
+739
| +23% | +$335K | 0.23% | 90 |
|
|
2021
Q3 | $1.27M | Sell |
3,260
-220
| -6% | -$91.1K | 0.18% | 121 |
|
|
2021
Q2 | $1.39M | Buy |
3,480
+352
| +11% | +$140K | 0.21% | 102 |
|
|
2021
Q1 | $1.16M | Sell |
3,128
-137
| -4% | -$47.5K | 0.21% | 94 |
|
|
2020
Q4 | $1.14M | Buy |
3,265
+376
| +13% | +$126K | 0.25% | 77 |
|
|
2020
Q3 | $901K | Sell |
2,889
-84
| -3% | -$25.8K | 0.29% | 86 |
|
|
2020
Q2 | $877K | Buy |
2,973
+7
| +0.2% | +$2.01K | 0.33% | 80 |
|
|
2020
Q1 | $740K | Buy |
2,966
+92
| +3% | +$25.3K | 0.39% | 74 |
|
|
2019
Q4 | $845K | Buy |
2,874
+200
| +7% | +$52.3K | 0.34% | 89 |
|
|
2019
Q3 | $581K | Sell |
2,674
-118
| -4% | -$28.5K | 0.36% | 96 |
|
|
2019
Q2 | $681K | Buy |
2,792
+302
| +12% | +$72.6K | 0.44% | 72 |
|
|
2019
Q1 | $616K | Buy |
2,490
+680
| +38% | +$173K | 0.47% | 72 |
|
|
2018
Q4 | $451K | Sell |
1,810
-32
| -2% | -$8.45K | 0.44% | 83 |
|
|
2018
Q3 | $490K | Hold |
1,842
| – | – | 0.36% | 89 |
|
|
2018
Q2 | $452K | Buy |
1,842
+333
| +22% | +$80K | 0.39% | 90 |
|
|
2018
Q1 | $323K | Buy |
1,509
+226
| +18% | +$51.6K | 0.31% | 126 |
|
|
2017
Q4 | $283K | Buy |
+1,283
| New | +$272K | 0.3% | 140 |
|
|
2017
Q3 | – | Sell |
-12,535
| Closed | -$2.32M | – | 344 |
|
|
2017
Q2 | $2.32M | Buy |
+12,535
| New | +$2.2M | 0.73% | 21 |
|
Other funds holding UNH
VCM
VPM
StoneX Group's UNH Position: Q1 2026 in Review
StoneX Group reduced its UnitedHealth (UNH) stake by 87% in Q1 2026, selling an estimated $3.44M and leaving 1,779 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #434.
StoneX Group first reported a position in UNH in Q2 2017 and has held it in 33 quarters since. The position peaked at $4.5M in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- StoneX Group held 1,779 shares of UnitedHealth worth $481K as of Q1 2026.
- StoneX Group sold 11,536 UnitedHealth shares in Q1 2026, an estimated $3.44M.
- UnitedHealth made up 0.03% of StoneX Group's portfolio in Q1 2026, its #434 holding.
- StoneX Group first reported a position in UnitedHealth in Q2 2017 and has held it in 33 quarters since.
- StoneX Group's UnitedHealth position peaked at $4.5M in Q3 2025.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.