Facet Wealth Inc
UNH icon

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
Q3 		$1.11M Buy
3,035
+158
+5% +$63.6K 0.01% 134
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Facet Wealth Inc's UNH Position: Q3 2026 in Review

Facet Wealth Inc increased its UnitedHealth (UNH) stake by 5.5% in Q3 2026, buying an estimated $63.6K and bringing the position to 3,035 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #134.

Facet Wealth Inc first reported a position in UNH in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q2 2026. 2,009 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Facet Wealth Inc held 3,035 shares of UnitedHealth worth $1.11M as of Q3 2026.
  • Facet Wealth Inc bought 158 UnitedHealth shares in Q3 2026, an estimated $63.6K.
  • UnitedHealth made up 0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #134 holding.
  • Facet Wealth Inc first reported a position in UnitedHealth in Q4 2022 and has held it in 16 quarters since.
  • Facet Wealth Inc's UnitedHealth position peaked at $1.2M in Q2 2026.
  • 2,009 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.