UCFA
UNH icon

United Capital Financial Advisors’s UnitedHealth UNH Stock Holding History

United Capital Financial Advisors’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 		$9.37M Sell
34,620
-2,269
-6% -$676K 0.06% 247
2025
Q4 		$12.2M Buy
36,889
+4,102
+13% +$1.39M 0.07% 205
2025
Q3 		$11.3M Buy
32,787
+3,185
+11% +$963K 0.08% 190
2025
Q2 		$9.23M Sell
29,602
-40,093
-58% -$15.3M 0.07% 211
2025
Q1 		$36.5M Sell
69,695
-4,051
-5% -$2.07M 0.31% 72
2024
Q4 		$37.3M Buy
73,746
+447
+0.6% +$254K 0.31% 70
2024
Q3 		$42.9M Buy
73,299
+1,659
+2% +$938K 0.35% 62
2024
Q2 		$36.5M Sell
71,640
-9,535
-12% -$4.67M 0.31% 66
2024
Q1 		$40.2M Sell
81,175
-10,390
-11% -$5.28M 0.33% 66
2023
Q4 		$48.2M Sell
91,565
-21,734
-19% -$11.6M 0.4% 53
2023
Q3 		$57.1M Sell
113,299
-9,205
-8% -$4.53M 0.37% 56
2023
Q2 		$58.9M Sell
122,504
-4,651
-4% -$2.27M 0.32% 65
2023
Q1 		$60.1M Sell
127,155
-15,188
-11% -$7.33M 0.34% 59
2022
Q4 		$75.5M Buy
142,343
+537
+0.4% +$284K 0.42% 47
2022
Q3 		$71.6M Buy
141,806
+910
+0.6% +$479K 0.42% 45
2022
Q2 		$72.4M Buy
140,896
+10,312
+8% +$5.18M 0.4% 45
2022
Q1 		$66.6M Buy
130,584
+7,253
+6% +$3.5M 0.32% 64
2021
Q4 		$61.9M Buy
123,331
+1,629
+1% +$737K 0.29% 69
2021
Q3 		$47.6M Buy
121,702
+26,797
+28% +$11.1M 0.24% 83
2021
Q2 		$38M Sell
94,905
-1,093
-1% -$436K 0.19% 111
2021
Q1 		$35.7M Sell
95,998
-765
-0.8% -$265K 0.2% 112
2020
Q4 		$33.9M Sell
96,763
-22,417
-19% -$7.51M 0.2% 105
2020
Q3 		$37.2M Sell
119,180
-3,918
-3% -$1.2M 0.24% 94
2020
Q2 		$36.3M Buy
123,098
+30,737
+33% +$8.81M 0.26% 87
2020
Q1 		$23M Sell
92,361
-1,609
-2% -$443K 0.19% 113
2019
Q4 		$27.6M Buy
93,970
+19,085
+25% +$4.99M 0.18% 124
2019
Q3 		$16.3M Sell
74,885
-27,848
-27% -$6.72M 0.11% 222
2019
Q2 		$25.1M Buy
102,733
+46,448
+83% +$11.2M 0.16% 133
2019
Q1 		$13.9M Buy
56,285
+1,668
+3% +$425K 0.1% 234
2018
Q4 		$13.4M Buy
54,617
+2,709
+5% +$716K 0.11% 201
2018
Q3 		$13.8M Buy
51,908
+2,506
+5% +$652K 0.1% 228
2018
Q2 		$12.1M Buy
49,402
+3,339
+7% +$802K 0.09% 262
2018
Q1 		$9.86M Buy
46,063
+172
+0.4% +$39.3K 0.08% 297
2017
Q4 		$10.2M Sell
45,891
-7,702
-14% -$1.63M 0.08% 294
2017
Q3 		$10.5M Buy
53,593
+4,769
+10% +$921K 0.09% 270
2017
Q2 		$9.05M Sell
48,824
-1,824
-4% -$320K 0.08% 287
2017
Q1 		$8.31M Sell
50,648
-2,183
-4% -$358K 0.08% 299
2016
Q4 		$8.46M Buy
52,831
+6,437
+14% +$962K 0.08% 293
2016
Q3 		$6.5M Buy
46,394
+6,250
+16% +$875K 0.06% 339
2016
Q2 		$5.66M Buy
40,144
+3,879
+11% +$517K 0.06% 343
2016
Q1 		$4.67M Sell
36,265
-2,275
-6% -$269K 0.05% 348
2015
Q4 		$4.53M Sell
38,540
-51,028
-57% -$5.96M 0.05% 354
2015
Q3 		$10.4M Sell
89,568
-2,340
-3% -$280K 0.12% 182
2015
Q2 		$11.2M Buy
91,908
+51,005
+125% +$6.03M 0.13% 185
2015
Q1 		$4.56M Buy
40,903
+497
+1% +$55.2K 0.06% 354
2014
Q4 		$4.08M Buy
40,406
+797
+2% +$75.5K 0.06% 291
2014
Q3 		$3.42M Sell
39,609
-1,199
-3% -$101K 0.06% 315
2014
Q2 		$3.34M Buy
40,808
+4,616
+13% +$363K 0.06% 298
2014
Q1 		$2.97M Buy
36,192
+2,954
+9% +$222K 0.06% 293
2013
Q4 		$2.5M Buy
33,238
+10,709
+48% +$769K 0.09% 214
2013
Q3 		$1.61M Sell
22,529
-2,980
-12% -$213K 0.05% 285
2013
Q2 		$1.67M Buy
+25,509
New +$1.59M 0.04% 330

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

United Capital Financial Advisors's UNH Position: Q1 2026 in Review

United Capital Financial Advisors reduced its UnitedHealth (UNH) stake by 6.2% in Q1 2026, selling an estimated $676K and leaving 34,620 shares worth $9.37M. The position accounts for 0.06% of the portfolio, ranked #247.

United Capital Financial Advisors first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $75.5M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • United Capital Financial Advisors held 34,620 shares of UnitedHealth worth $9.37M as of Q1 2026.
  • United Capital Financial Advisors sold 2,269 UnitedHealth shares in Q1 2026, an estimated $676K.
  • UnitedHealth made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #247 holding.
  • United Capital Financial Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's UnitedHealth position peaked at $75.5M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.