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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
Q2 		$513K Sell
1,234
-41
-3% -$15.2K 0.06% 202
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 $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 $3.38T AUM 44.17% 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

Faithward Advisors's UNH Position: Q2 2026 in Review

Faithward Advisors reduced its UnitedHealth (UNH) stake by 3.2% in Q2 2026, selling an estimated $15.2K and leaving 1,234 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #202.

Faithward Advisors first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.9M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Faithward Advisors held 1,234 shares of UnitedHealth worth $513K as of Q2 2026.
  • Faithward Advisors sold 41 UnitedHealth shares in Q2 2026, an estimated $15.2K.
  • UnitedHealth made up 0.06% of Faithward Advisors's portfolio in Q2 2026, its #202 holding.
  • Faithward Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Faithward Advisors's UnitedHealth position peaked at $1.9M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.