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 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 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

Facet Wealth Inc's UNH Position: Q1 2026 in Review

Facet Wealth Inc increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $61.3K and bringing the position to 2,121 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #156.

Facet Wealth Inc first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $815K in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Facet Wealth Inc held 2,121 shares of UnitedHealth worth $574K as of Q1 2026.
Facet Wealth Inc bought 206 UnitedHealth shares in Q1 2026, an estimated $61.3K.
UnitedHealth made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #156 holding.
Facet Wealth Inc first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Facet Wealth Inc's UnitedHealth position peaked at $815K in Q4 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.