FWI
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Facet Wealth Inc’s UnitedHealth UNH Stock Holding History

Facet Wealth Inc’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
Q2 		$1.2M Buy
2,877
+756
+36% +$280K 0.02% 112
2026
Q1 		$574K Buy
2,121
+206
+11% +$61.3K 0.01% 156
2025
Q4 		$563K Buy
1,915
+780
+69% +$264K 0.01% 142
2025
Q3 		$392K Buy
1,135
+12
+1% +$3.63K 0.01% 137
2025
Q2 		$280K Buy
1,123
+170
+18% +$65K 0.01% 143
2025
Q1 		$386K Sell
953
-594
-38% -$304K 0.01% 94
2024
Q4 		$815K Buy
1,547
+507
+49% +$288K 0.02% 70
2024
Q3 		$590K Buy
1,040
+160
+18% +$90.5K 0.02% 82
2024
Q2 		$507K Buy
880
+180
+26% +$88.2K 0.02% 82
2024
Q1 		$346K Sell
700
-119
-15% -$60.5K 0.01% 87
2023
Q4 		$418K Buy
819
+147
+22% +$78.4K 0.02% 73
2023
Q3 		$360K Buy
672
+41
+6% +$20.2K 0.02% 70
2023
Q2 		$319K Buy
631
+163
+35% +$79.7K 0.02% 71
2023
Q1 		$221K Sell
468
-11
-2% -$5.31K 0.01% 71
2022
Q4 		$237K Buy
+479
New +$254K 0.02% 63

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Facet Wealth Inc's UNH Position: Q2 2026 in Review

Facet Wealth Inc increased its UnitedHealth (UNH) stake by 36% in Q2 2026, buying an estimated $280K and bringing the position to 2,877 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #112.

Facet Wealth Inc first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Facet Wealth Inc held 2,877 shares of UnitedHealth worth $1.2M as of Q2 2026.
  • Facet Wealth Inc bought 756 UnitedHealth shares in Q2 2026, an estimated $280K.
  • UnitedHealth made up 0.02% of Facet Wealth Inc's portfolio in Q2 2026, its #112 holding.
  • Facet Wealth Inc first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.