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Faithward Advisors’s UnitedHealth UNH Stock Holding History

Faithward Advisors’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 		$345K Sell
1,275
-257
-17% -$76.5K 0.05% 212
2025
Q4 		$506K Sell
1,532
-375
-20% -$127K 0.07% 193
2025
Q3 		$659K Sell
1,907
-719
-27% -$217K 0.1% 146
2025
Q2 		$819K Sell
2,626
-83
-3% -$31.7K 0.13% 122
2025
Q1 		$1.42M Sell
2,709
-123
-4% -$62.9K 0.25% 88
2024
Q4 		$1.43M Sell
2,832
-424
-13% -$241K 0.24% 84
2024
Q3 		$1.9M Sell
3,256
-146
-4% -$82.6K 0.33% 79
2024
Q2 		$1.73M Buy
3,402
+196
+6% +$96.1K 0.31% 80
2024
Q1 		$1.59M Buy
3,206
+1,224
+62% +$622K 0.29% 80
2023
Q4 		$997K Buy
1,982
+90
+5% +$48K 0.22% 82
2023
Q3 		$1.03M Buy
1,892
+188
+11% +$92.5K 0.25% 78
2023
Q2 		$866K Buy
1,704
+221
+15% +$108K 0.2% 85
2023
Q1 		$725K Buy
+1,483
New +$716K 0.16% 84

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Faithward Advisors's UNH Position: Q1 2026 in Review

Faithward Advisors reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $76.5K and leaving 1,275 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #212.

Faithward Advisors first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.9M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Faithward Advisors held 1,275 shares of UnitedHealth worth $345K as of Q1 2026.
  • Faithward Advisors sold 257 UnitedHealth shares in Q1 2026, an estimated $76.5K.
  • UnitedHealth made up 0.05% of Faithward Advisors's portfolio in Q1 2026, its #212 holding.
  • Faithward Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
  • Faithward Advisors's UnitedHealth position peaked at $1.9M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Faithward Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.