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Thoroughbred Financial Services’s UnitedHealth UNH Stock Holding History

Thoroughbred 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 		$1.76M Sell
6,502
-173
-3% -$51.5K 0.11% 192
2025
Q4 		$2.2M Buy
6,675
+303
+5% +$103K 0.13% 153
2025
Q3 		$2.2M Buy
6,372
+404
+7% +$122K 0.14% 157
2025
Q2 		$1.86M Sell
5,968
-4,247
-42% -$1.62M 0.13% 162
2025
Q1 		$5.35M Sell
10,215
-1,970
-16% -$1.01M 0.33% 57
2024
Q4 		$6.16M Sell
12,185
-4,096
-25% -$2.33M 0.38% 49
2024
Q3 		$9.52M Sell
16,281
-760
-4% -$430K 0.61% 33
2024
Q2 		$8.68M Buy
17,041
+5,313
+45% +$2.6M 0.58% 34
2024
Q1 		$5.8M Sell
11,728
-5,623
-32% -$2.86M 0.56% 40
2023
Q4 		$9.13M Buy
17,351
+834
+5% +$445K 0.74% 29
2023
Q3 		$8.33M Buy
16,517
+5,838
+55% +$2.87M 0.82% 22
2023
Q2 		$5.13M Buy
10,679
+437
+4% +$214K 0.67% 36
2023
Q1 		$4.84M Sell
10,242
-3,660
-26% -$1.77M 0.72% 29
2022
Q4 		$7.37M Buy
13,902
+405
+3% +$215K 1.2% 10
2022
Q3 		$6.82M Buy
13,497
+39
+0.3% +$20.5K 1.3% 7
2022
Q2 		$6.91M Buy
13,458
+834
+7% +$419K 1.27% 8
2022
Q1 		$6.44M Buy
12,624
+3,577
+40% +$1.73M 1.05% 19
2021
Q4 		$4.54M Buy
9,047
+287
+3% +$130K 0.95% 20
2021
Q3 		$3.42M Sell
8,760
-10
-0.1% -$4.14K 0.83% 25
2021
Q2 		$3.51M Sell
8,770
-143
-2% -$57K 0.88% 24
2021
Q1 		$3.32M Buy
8,913
+670
+8% +$232K 0.92% 23
2020
Q4 		$2.89M Buy
8,243
+756
+10% +$253K 0.9% 23
2020
Q3 		$2.33M Buy
7,487
+886
+13% +$272K 0.88% 23
2020
Q2 		$1.95M Sell
6,601
-2,901
-31% -$831K 0.81% 30
2020
Q1 		$2.37M Buy
9,502
+795
+9% +$219K 0.84% 28
2019
Q4 		$2.56M Buy
8,707
+265
+3% +$69.3K 0.85% 28
2019
Q3 		$1.83M Buy
8,442
+562
+7% +$136K 0.7% 39
2019
Q2 		$1.92M Buy
7,880
+316
+4% +$76K 0.73% 35
2019
Q1 		$1.87M Buy
7,564
+1,174
+18% +$299K 0.77% 36
2018
Q4 		$1.59M Buy
+6,390
New +$1.69M 0.78% 39

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

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

Thoroughbred Financial Services reduced its UnitedHealth (UNH) stake by 2.6% in Q1 2026, selling an estimated $51.5K and leaving 6,502 shares worth $1.76M. The position accounts for 0.11% of the portfolio, ranked #192.

Thoroughbred Financial Services first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.52M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Thoroughbred Financial Services held 6,502 shares of UnitedHealth worth $1.76M as of Q1 2026.
  • Thoroughbred Financial Services sold 173 UnitedHealth shares in Q1 2026, an estimated $51.5K.
  • UnitedHealth made up 0.11% of Thoroughbred Financial Services's portfolio in Q1 2026, its #192 holding.
  • Thoroughbred Financial Services first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Thoroughbred Financial Services's UnitedHealth position peaked at $9.52M in Q3 2024.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.