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Farther Finance Advisors’s UnitedHealth UNH Stock Holding History

Farther Finance 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 		$9.67M Buy
23,255
+1,491
+7% +$553K 0.08% 225
2026
Q1 		$5.96M Buy
21,764
+682
+3% +$203K 0.06% 300
2025
Q4 		$6.96M Buy
21,082
+2,631
+14% +$892K 0.07% 242
2025
Q3 		$6.37M Buy
18,451
+2,333
+14% +$706K 0.1% 179
2025
Q2 		$5.03M Buy
16,118
+504
+3% +$193K 0.1% 187
2025
Q1 		$8.17M Buy
15,614
+3,016
+24% +$1.54M 0.21% 101
2024
Q4 		$6.37M Buy
12,598
+67
+0.5% +$38.1K 0.23% 91
2024
Q3 		$7.33M Buy
12,531
+332
+3% +$188K 0.27% 72
2024
Q2 		$6.03M Buy
12,199
+3,517
+41% +$1.72M 0.29% 66
2024
Q1 		$4.25M Buy
8,682
+932
+12% +$474K 0.26% 76
2023
Q4 		$4.08M Buy
7,750
+3,861
+99% +$2.06M 0.29% 70
2023
Q3 		$1.96M Buy
3,889
+335
+9% +$165K 0.31% 68
2023
Q2 		$1.71M Buy
3,554
+247
+7% +$121K 0.37% 54
2023
Q1 		$1.56M Buy
3,307
+2,374
+254% +$1.15M 0.46% 41
2022
Q4 		$495K Buy
+933
New +$494K 0.19% 105

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Farther Finance Advisors's UNH Position: Q2 2026 in Review

Farther Finance Advisors increased its UnitedHealth (UNH) stake by 6.9% in Q2 2026, buying an estimated $553K and bringing the position to 23,255 shares worth $9.67M. The position accounts for 0.08% of the portfolio, ranked #225.

Farther Finance Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Farther Finance Advisors held 23,255 shares of UnitedHealth worth $9.67M as of Q2 2026.
  • Farther Finance Advisors bought 1,491 UnitedHealth shares in Q2 2026, an estimated $553K.
  • UnitedHealth made up 0.08% of Farther Finance Advisors's portfolio in Q2 2026, its #225 holding.
  • Farther Finance Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.