Your Advocates Ltd’s UnitedHealth UNH Stock Holding History

Your Advocates Ltd’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	$40.6K	Hold	150	–	–	0.01%	75
2025 Q4	$49.5K	Hold	150	–	–	0.02%	70
2025 Q3	$51.8K	Hold	150	–	–	0.02%	62
2025 Q2	$46.8K	Hold	150	–	–	0.02%	57
2025 Q1	$78.6K	Hold	150	–	–	0.03%	44
2024 Q4	$75.9K	Sell	150 -148	-50%	-$84.1K	0.03%	42
2024 Q3	$174K	Hold	298	–	–	0.07%	29
2024 Q2	$152K	Hold	298	–	–	0.06%	29
2024 Q1	$147K	Hold	298	–	–	0.06%	30
2023 Q4	$157K	Sell	298 -52	-15%	-$27.7K	0.06%	31
2023 Q3	$176K	Sell	350 -40	-10%	-$19.7K	0.11%	31
2023 Q2	$187K	Buy	390 +40	+11%	+$19.6K	0.1%	30
2023 Q1	$165K	Hold	350	–	–	0.09%	31
2022 Q4	$186K	Hold	350	–	–	0.11%	30
2022 Q3	$177K	Hold	350	–	–	0.11%	29
2022 Q2	$180K	Hold	350	–	–	0.11%	27
2022 Q1	$178K	Hold	350	–	–	0.1%	31
2021 Q4	$176K	Hold	350	–	–	0.1%	30
2021 Q3	$137K	Buy	350 +50	+17%	+$20.7K	0.09%	28
2021 Q2	$120K	Hold	300	–	–	0.08%	29
2021 Q1	$112K	Hold	300	–	–	0.08%	28
2020 Q4	$105K	Hold	300	–	–	0.08%	26
2020 Q3	$94K	Sell	300 -100	-25%	-$30.7K	0.07%	25
2020 Q2	$122K	Buy	400 +100	+33%	+$28.7K	0.08%	25
2020 Q1	$75K	Buy	+300	New	+$82.6K	0.06%	31

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Your Advocates Ltd's UNH Position: Q1 2026 in Review

Your Advocates Ltd held its UnitedHealth (UNH) position steady in Q1 2026 at 150 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #75.

Your Advocates Ltd first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $187K in Q2 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Your Advocates Ltd held 150 shares of UnitedHealth worth $40.6K as of Q1 2026.
Your Advocates Ltd left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.01% of Your Advocates Ltd's portfolio in Q1 2026, its #75 holding.
Your Advocates Ltd first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
Your Advocates Ltd's UnitedHealth position peaked at $187K in Q2 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.