Swisher Financial Concepts’s UnitedHealth UNH Stock Holding History

Swisher Financial Concepts’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	$260K	Buy	960 +50	+5%	+$14.9K	0.15%	84
2025 Q4	$300K	Sell	910 -15	-2%	-$5.08K	0.17%	73
2025 Q3	$319K	Sell	925 -6	-0.6%	-$1.81K	0.19%	66
2025 Q2	$290K	Hold	931	–	–	0.19%	73
2025 Q1	$488K	Buy	931 +163	+21%	+$83.3K	0.4%	44
2024 Q4	$389K	Sell	768 -575	-43%	-$327K	0.46%	37
2024 Q3	$731K	Buy	1,343 +682	+103%	+$386K	0.46%	34
2024 Q2	$329K	Sell	661 -22	-3%	-$10.8K	0.33%	55
2024 Q1	$306K	Sell	683 -22	-3%	-$11.2K	0.27%	60
2023 Q4	$365K	Buy	+705	New	+$376K	0.35%	49

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

Swisher Financial Concepts's UNH Position: Q1 2026 in Review

Swisher Financial Concepts increased its UnitedHealth (UNH) stake by 5.5% in Q1 2026, buying an estimated $14.9K and bringing the position to 960 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #84.

Swisher Financial Concepts first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $731K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Swisher Financial Concepts held 960 shares of UnitedHealth worth $260K as of Q1 2026.
Swisher Financial Concepts bought 50 UnitedHealth shares in Q1 2026, an estimated $14.9K.
UnitedHealth made up 0.15% of Swisher Financial Concepts's portfolio in Q1 2026, its #84 holding.
Swisher Financial Concepts first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's UnitedHealth position peaked at $731K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.