Zhang Financial’s UnitedHealth UNH Stock Holding History

Zhang Financial’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	$841K	Buy	+3,109	New	+$926K	0.03%	205
2025 Q2	–	Sell	-611	Closed	-$320K	–	313
2025 Q1	$320K	Sell	611 -14	-2%	-$7.16K	0.02%	240
2024 Q4	$316K	Sell	625 -42	-6%	-$23.9K	0.02%	236
2024 Q3	$390K	Buy	667 +102	+18%	+$57.7K	0.02%	213
2024 Q2	$288K	Sell	565 -25	-4%	-$12.3K	0.02%	227
2024 Q1	$292K	Buy	590 +127	+27%	+$64.6K	0.02%	225
2023 Q4	$244K	Buy	+463	New	+$247K	0.02%	237
2023 Q1	–	Sell	-445	Closed	-$236K	–	234
2022 Q4	$236K	Buy	445 +47	+12%	+$24.9K	0.03%	209
2022 Q3	$201K	Buy	+398	New	+$209K	0.03%	208
2022 Q2	–	Sell	-450	Closed	-$229K	–	232
2022 Q1	$229K	Sell	450 -5	-1%	-$2.41K	0.04%	198
2021 Q4	$228K	Buy	+455	New	+$206K	0.04%	186
2019 Q1	–	Sell	-817	Closed	-$204K	–	89
2018 Q4	$204K	Buy	+817	New	+$216K	0.1%	78

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

Zhang Financial's UNH Position: Q1 2026 in Review

Zhang Financial opened a new position in UnitedHealth (UNH) in Q1 2026: 3,109 shares worth $841K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Zhang Financial previously reported a position in UNH as recently as Q1 2025.

Zhang Financial first reported a position in UNH in Q4 2018 and has held it in 12 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Zhang Financial held 3,109 shares of UnitedHealth worth $841K as of Q1 2026.
UnitedHealth was a new Zhang Financial position in Q1 2026.
UnitedHealth made up 0.03% of Zhang Financial's portfolio in Q1 2026, its #205 holding.
Zhang Financial first reported a position in UnitedHealth in Q4 2018 and has held it in 12 quarters since.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.