Univest Financial’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 | $13.4M | Buy |
49,671
+15,837
| +47% | +$4.72M | 0.75% | 30 |
|
|
2025
Q4 | $11.2M | Sell |
33,834
-14,416
| -30% | -$4.89M | 0.59% | 42 |
|
|
2025
Q3 | $16.7M | Buy |
48,250
+14,039
| +41% | +$4.25M | 0.93% | 21 |
|
|
2025
Q2 | $10.7M | Buy |
34,211
+1,341
| +4% | +$513K | 0.64% | 41 |
|
|
2025
Q1 | $17.2M | Buy |
32,870
+1,157
| +4% | +$591K | 1.12% | 19 |
|
|
2024
Q4 | $16M | Sell |
31,713
-649
| -2% | -$369K | 1.01% | 22 |
|
|
2024
Q3 | $18.9M | Buy |
32,362
+23,797
| +278% | +$13.5M | 1.25% | 20 |
|
|
2024
Q2 | $4.36M | Sell |
8,565
-179
| -2% | -$87.7K | 1.21% | 25 |
|
|
2024
Q1 | $4.33M | Sell |
8,744
-3,149
| -26% | -$1.6M | 1.22% | 26 |
|
|
2023
Q4 | $6.26M | Sell |
11,893
-158
| -1% | -$84.3K | 1.85% | 15 |
|
|
2023
Q3 | $6.08M | Sell |
12,051
-1
| -0% | -$492 | 2.03% | 11 |
|
|
2023
Q2 | $5.79M | Sell |
12,052
-386
| -3% | -$189K | 1.75% | 16 |
|
|
2023
Q1 | $5.88M | Buy |
12,438
+1,456
| +13% | +$703K | 1.83% | 14 |
|
|
2022
Q4 | $5.82M | Sell |
10,982
-669
| -6% | -$354K | 1.83% | 12 |
|
|
2022
Q3 | $5.88M | Buy |
11,651
+2,134
| +22% | +$1.12M | 1.93% | 12 |
|
|
2022
Q2 | $4.89M | Sell |
9,517
-55
| -0.6% | -$27.6K | 1.59% | 19 |
|
|
2022
Q1 | $4.88M | Buy |
9,572
+8,288
| +645% | +$4M | 1.38% | 26 |
|
|
2021
Q4 | $645K | Buy |
1,284
+19
| +2% | +$8.6K | 0.16% | 58 |
|
|
2021
Q3 | $494K | Buy |
1,265
+4
| +0.3% | +$1.66K | 0.14% | 65 |
|
|
2021
Q2 | $505K | Buy |
1,261
+213
| +20% | +$84.9K | 0.14% | 65 |
|
|
2021
Q1 | $390K | Buy |
1,048
+24
| +2% | +$8.32K | 0.11% | 74 |
|
|
2020
Q4 | $359K | Sell |
1,024
-5
| -0.5% | -$1.68K | 0.1% | 79 |
|
|
2020
Q3 | $321K | Hold |
1,029
| – | – | 0.1% | 80 |
|
|
2020
Q2 | $303K | Sell |
1,029
-24
| -2% | -$6.88K | 0.1% | 85 |
|
|
2020
Q1 | $263K | Sell |
1,053
-334
| -24% | -$91.9K | 0.1% | 95 |
|
|
2019
Q4 | $222K | Buy |
+1,387
| New | +$363K | 0.09% | 97 |
|
|
2019
Q2 | – | Sell |
-816
| Closed | -$202K | – | 113 |
|
|
2019
Q1 | $202K | Sell |
816
-274
| -25% | -$69.9K | 0.07% | 113 |
|
|
2018
Q4 | $272K | Sell |
1,090
-55
| -5% | -$14.5K | 0.1% | 105 |
|
|
2018
Q3 | $305K | Hold |
1,145
| – | – | 0.09% | 93 |
|
|
2018
Q2 | $281K | Sell |
1,145
-92
| -7% | -$22.1K | 0.11% | 90 |
|
|
2018
Q1 | $265K | Sell |
1,237
-113
| -8% | -$25.8K | 0.11% | 84 |
|
|
2017
Q4 | $298K | Sell |
1,350
-1
| -0.1% | -$212 | 0.12% | 84 |
|
|
2017
Q3 | $265K | Sell |
1,351
-31
| -2% | -$5.99K | 0.11% | 83 |
|
|
2017
Q2 | $256K | Sell |
1,382
-100
| -7% | -$17.5K | 0.11% | 86 |
|
|
2017
Q1 | $243K | Buy |
1,482
+95
| +7% | +$15.6K | 0.11% | 89 |
|
|
2016
Q4 | $222K | Buy |
+1,387
| New | +$207K | 0.09% | 97 |
|
|
2015
Q2 | – | Sell |
-1,794
| Closed | -$212K | – | 90 |
|
|
2015
Q1 | $212K | Buy |
+1,794
| New | +$199K | 0.1% | 84 |
|
Other funds holding UNH
VCM
VPM
Univest Financial's UNH Position: Q1 2026 in Review
Univest Financial increased its UnitedHealth (UNH) stake by 47% in Q1 2026, buying an estimated $4.72M and bringing the position to 49,671 shares worth $13.4M. The position accounts for 0.75% of the portfolio, ranked #30.
Univest Financial first reported a position in UNH in Q1 2015 and has held it in 37 quarters since. The position peaked at $18.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Univest Financial held 49,671 shares of UnitedHealth worth $13.4M as of Q1 2026.
- Univest Financial bought 15,837 UnitedHealth shares in Q1 2026, an estimated $4.72M.
- UnitedHealth made up 0.75% of Univest Financial's portfolio in Q1 2026, its #30 holding.
- Univest Financial first reported a position in UnitedHealth in Q1 2015 and has held it in 37 quarters since.
- Univest Financial's UnitedHealth position peaked at $18.9M in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.