Financial Insights, Inc. UNH — UNITEDHEALTH GROUP INC

Ownership history in Financial Insights, Inc.  ·  10 quarters on record

AI Ownership Summary

Financial Insights, Inc. reported UNITEDHEALTH GROUP INC (UNH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.45% in 2023 Q4. The latest visible filing shows UNH at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Insights, Inc.'s position in UNITEDHEALTH GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UNH was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page Financial Insights, Inc. fund profile Financial Insights, Inc. full holdings
How Financial Insights, Inc. held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 857 +267 +45.3% 0.09% $283K 2026-04-01 $273.98
2025 Q1 REDUCED 40.8% -40.0% ✅ 590 -407 -40.8% 0.12% $309K 2025-04-25 $407.16
2024 Q3 REDUCED 40.3% -12.8% ✅ 997 -673 -40.3% 0.18% $583K 2024-10-22 $549.76
2024 Q2 REDUCED 23.1% +15.2% ❌ 1,670 -502 -23.1% 0.24% $850K 2024-07-16 $527.64
2024 Q1 REDUCED 20.7% +0.4% ❌ 2,172 -566 -20.7% 0.30% $1.1M 2024-04-25 $472.76
2023 Q4 ADDED — — — 2,738 +92 +3.5% 0.45% $1.4M 2024-01-25 $470.46
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q1 — sorted by position size

BAYBAN 9.43% Seilern Investment Management Ltd 9.07% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 7.26% Generali Powszechne Towarzystwo Emerytalne 4.32% Focused Investors LLC 3Y 7Y 4.31% McGinn Penninger Investment Management, Inc. 3Y 3.77% PENN DAVIS MCFARLAND INC 3Y 7Y 3.61% Banque de Luxembourg S.A. 3.39% William B. Walkup & Associates, Inc. 3.21% CFC Planning Co LLC 2.9%

FAQ About Financial Insights, Inc. and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Insights, Inc. reported owning UNH?

Financial Insights, Inc. reported UNH across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UNH position in Financial Insights, Inc.'s portfolio?

The largest reported portfolio weight for UNH was 0.45% in 2023 Q4.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q1, when Financial Insights, Inc. reported 857 shares, equal to 0.09% of portfolio, with an estimated market value of $283K.

What does the chart on this UNH ownership page compare?

The chart compares Financial Insights, Inc.'s quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Insights, Inc. time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, Financial Insights, Inc. correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on UNH relative to SPY over the holding period was -28.1%.

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