FW
UNH icon

Fairway Wealth’s UnitedHealth UNH Stock Holding History

Fairway Wealth’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 		$10.8K Buy
26
+15
+136% +$5.56K ﹤0.01% 179
2026
Q1 		$2.98K Hold
11
– – ﹤0.01% 184
2025
Q4 		$3.63K Hold
11
– – ﹤0.01% 190
2025
Q3 		$3.8K Hold
11
– – ﹤0.01% 142
2025
Q2 		$3.43K Sell
11
-29
-73% -$11.1K ﹤0.01% 155
2025
Q1 		$20.9K Buy
40
+5
+14% +$2.56K 0.01% 126
2024
Q4 		$17.7K Buy
+35
New +$19.9K 0.01% 149
2024
Q3 		– Sell
-85
Closed -$43.3K – 355
2024
Q2 		$43.3K Buy
+85
New +$41.7K 0.03% 70

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fairway Wealth's UNH Position: Q2 2026 in Review

Fairway Wealth increased its UnitedHealth (UNH) stake by 136% in Q2 2026, buying an estimated $5.56K and bringing the position to 26 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Fairway Wealth first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $43.3K in Q2 2024. 1,690 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fairway Wealth held 26 shares of UnitedHealth worth $10.8K as of Q2 2026.
  • Fairway Wealth bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
  • UnitedHealth made up ﹤0.01% of Fairway Wealth's portfolio in Q2 2026, its #179 holding.
  • Fairway Wealth first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • Fairway Wealth's UnitedHealth position peaked at $43.3K in Q2 2024.
  • 1,690 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.