Valmark Advisers’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 | $1.55M | Sell |
5,733
-85
| -1% | -$25.3K | 0.02% | 281 |
|
|
2025
Q4 | $1.92M | Buy |
5,818
+604
| +12% | +$205K | 0.02% | 247 |
|
|
2025
Q3 | $1.8M | Sell |
5,214
-1,602
| -24% | -$485K | 0.02% | 246 |
|
|
2025
Q2 | $2.13M | Sell |
6,816
-429
| -6% | -$164K | 0.03% | 214 |
|
|
2025
Q1 | $3.79M | Sell |
7,245
-185
| -2% | -$94.6K | 0.06% | 135 |
|
|
2024
Q4 | $3.76M | Buy |
7,430
+491
| +7% | +$279K | 0.06% | 127 |
|
|
2024
Q3 | $4.06M | Sell |
6,939
-31
| -0.4% | -$17.5K | 0.06% | 123 |
|
|
2024
Q2 | $3.55M | Buy |
6,970
+252
| +4% | +$124K | 0.06% | 126 |
|
|
2024
Q1 | $3.32M | Buy |
6,718
+540
| +9% | +$275K | 0.06% | 126 |
|
|
2023
Q4 | $3.25M | Buy |
6,178
+326
| +6% | +$174K | 0.06% | 120 |
|
|
2023
Q3 | $2.95M | Sell |
5,852
-48
| -0.8% | -$23.6K | 0.06% | 110 |
|
|
2023
Q2 | $2.84M | Sell |
5,900
-14
| -0.2% | -$6.85K | 0.06% | 114 |
|
|
2023
Q1 | $2.8M | Buy |
5,914
+374
| +7% | +$180K | 0.06% | 112 |
|
|
2022
Q4 | $2.94M | Buy |
5,540
+62
| +1% | +$32.8K | 0.07% | 106 |
|
|
2022
Q3 | $2.77M | Buy |
5,478
+900
| +20% | +$473K | 0.06% | 99 |
|
|
2022
Q2 | $2.35M | Sell |
4,578
-26
| -0.6% | -$13.1K | 0.05% | 111 |
|
|
2022
Q1 | $2.35M | Buy |
4,604
+269
| +6% | +$130K | 0.04% | 111 |
|
|
2021
Q4 | $2.18M | Buy |
4,335
+65
| +2% | +$29.4K | 0.04% | 116 |
|
|
2021
Q3 | $1.67M | Buy |
4,270
+215
| +5% | +$89K | 0.03% | 131 |
|
|
2021
Q2 | $1.62M | Buy |
4,055
+132
| +3% | +$52.6K | 0.03% | 137 |
|
|
2021
Q1 | $1.46M | Sell |
3,923
-54
| -1% | -$18.7K | 0.03% | 143 |
|
|
2020
Q4 | $1.4M | Buy |
3,977
+2,522
| +173% | +$845K | 0.03% | 135 |
|
|
2020
Q3 | $453K | Buy |
1,455
+122
| +9% | +$37.5K | 0.01% | 194 |
|
|
2020
Q2 | $393K | Sell |
1,333
-329
| -20% | -$94.3K | 0.01% | 187 |
|
|
2020
Q1 | $414K | Buy |
1,662
+526
| +46% | +$145K | 0.01% | 160 |
|
|
2019
Q4 | $334K | Sell |
1,136
-73
| -6% | -$19.1K | 0.01% | 182 |
|
|
2019
Q3 | $263K | Buy |
1,209
+38
| +3% | +$9.17K | 0.01% | 208 |
|
|
2019
Q2 | $286K | Hold |
1,171
| – | – | 0.01% | 187 |
|
|
2019
Q1 | $290K | Sell |
1,171
-6
| -0.5% | -$1.53K | 0.01% | 182 |
|
|
2018
Q4 | $293K | Buy |
1,177
+51
| +5% | +$13.5K | 0.01% | 165 |
|
|
2018
Q3 | $300K | Buy |
1,126
+42
| +4% | +$10.9K | 0.01% | 158 |
|
|
2018
Q2 | $266K | Hold |
1,084
| – | – | 0.01% | 162 |
|
|
2018
Q1 | $232K | Sell |
1,084
-484
| -31% | -$111K | 0.01% | 176 |
|
|
2017
Q4 | $346K | Buy |
1,568
+509
| +48% | +$108K | 0.01% | 137 |
|
|
2017
Q3 | $207K | Buy |
+1,059
| New | +$205K | ﹤0.01% | 78 |
|
Other funds holding UNH
VCM
VPM
Valmark Advisers's UNH Position: Q1 2026 in Review
Valmark Advisers reduced its UnitedHealth (UNH) stake by 1.5% in Q1 2026, selling an estimated $25.3K and leaving 5,733 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #281.
Valmark Advisers first reported a position in UNH in Q3 2017 and has held it in 35 quarters since. The position peaked at $4.06M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Valmark Advisers held 5,733 shares of UnitedHealth worth $1.55M as of Q1 2026.
- Valmark Advisers sold 85 UnitedHealth shares in Q1 2026, an estimated $25.3K.
- UnitedHealth made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #281 holding.
- Valmark Advisers first reported a position in UnitedHealth in Q3 2017 and has held it in 35 quarters since.
- Valmark Advisers's UnitedHealth position peaked at $4.06M in Q3 2024.
- 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.