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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
2020
Q2 		– Sell
-27
Closed -$673K – 1262
2020
Q1 		$673K Buy
+27
New +$7.43K 0.01% 723

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.