FAS Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.02M | Buy |
12,076
+793
| +7% | +$294K | 0.26% | 82 |
|
|
2026
Q1 | $3.05M | Buy |
11,283
+8,239
| +271% | +$2.45M | 0.19% | 108 |
|
|
2025
Q4 | $1M | Buy |
3,044
+27
| +0.9% | +$9.15K | 0.06% | 163 |
|
|
2025
Q3 | $1.04M | Buy |
3,017
+102
| +3% | +$30.8K | 0.07% | 161 |
|
|
2025
Q2 | $909K | Sell |
2,915
-4,234
| -59% | -$1.62M | 0.07% | 168 |
|
|
2025
Q1 | $3.74M | Buy |
7,149
+95
| +1% | +$48.6K | 0.31% | 69 |
|
|
2024
Q4 | $3.57M | Sell |
7,054
-1,205
| -15% | -$685K | 0.3% | 72 |
|
|
2024
Q3 | $4.83M | Sell |
8,259
-1,046
| -11% | -$592K | 0.38% | 61 |
|
|
2024
Q2 | $4.74M | Buy |
9,305
+272
| +3% | +$133K | 0.41% | 56 |
|
|
2024
Q1 | $4.47M | Buy |
9,033
+66
| +0.7% | +$33.6K | 0.4% | 55 |
|
|
2023
Q4 | $4.72M | Buy |
8,967
+612
| +7% | +$326K | 0.45% | 51 |
|
|
2023
Q3 | $4.21M | Buy |
8,355
+364
| +5% | +$179K | 0.45% | 50 |
|
|
2023
Q2 | $3.84M | Buy |
7,991
+453
| +6% | +$222K | 0.49% | 45 |
|
|
2023
Q1 | $3.56M | Buy |
7,538
+59
| +0.8% | +$28.5K | 0.39% | 54 |
|
|
2022
Q4 | $3.97M | Buy |
7,479
+299
| +4% | +$158K | 0.45% | 51 |
|
|
2022
Q3 | $3.63M | Buy |
7,180
+787
| +12% | +$414K | 0.4% | 47 |
|
|
2022
Q2 | $3.28M | Buy |
6,393
+321
| +5% | +$161K | 0.35% | 52 |
|
|
2022
Q1 | $3.1M | Buy |
6,072
+422
| +7% | +$204K | 0.29% | 54 |
|
|
2021
Q4 | $2.84M | Buy |
5,650
+641
| +13% | +$290K | 0.26% | 62 |
|
|
2021
Q3 | $1.96M | Buy |
5,009
+312
| +7% | +$129K | 0.18% | 82 |
|
|
2021
Q2 | $1.88M | Buy |
4,697
+327
| +7% | +$130K | 0.18% | 83 |
|
|
2021
Q1 | $1.63M | Buy |
4,370
+50
| +1% | +$17.3K | 0.17% | 87 |
|
|
2020
Q4 | $1.51M | Buy |
4,320
+100
| +2% | +$33.5K | 0.17% | 87 |
|
|
2020
Q3 | $1.32M | Sell |
4,220
-222
| -5% | -$68.2K | 0.18% | 93 |
|
|
2020
Q2 | $1.31M | Hold |
4,442
| – | – | 0.19% | 86 |
|
|
2020
Q1 | $1.11M | Buy |
4,442
+625
| +16% | +$172K | 0.19% | 86 |
|
|
2019
Q4 | $1.12M | Hold |
3,817
| – | – | 0.19% | 83 |
|
|
2019
Q3 | $829K | Sell |
3,817
-88
| -2% | -$21.2K | 0.15% | 99 |
|
|
2019
Q2 | $953K | Hold |
3,905
| – | – | 0.18% | 90 |
|
|
2019
Q1 | $965K | Buy |
+3,905
| New | +$996K | 0.19% | 87 |
|
Other funds holding UNH
FAS Wealth Partners's UNH Position: Q2 2026 in Review
FAS Wealth Partners increased its UnitedHealth (UNH) stake by 7% in Q2 2026, buying an estimated $294K and bringing the position to 12,076 shares worth $5.02M. The position accounts for 0.26% of the portfolio, ranked #82.
FAS Wealth Partners first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- FAS Wealth Partners held 12,076 shares of UnitedHealth worth $5.02M as of Q2 2026.
- FAS Wealth Partners bought 793 UnitedHealth shares in Q2 2026, an estimated $294K.
- UnitedHealth made up 0.26% of FAS Wealth Partners's portfolio in Q2 2026, its #82 holding.
- FAS Wealth Partners first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
- 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.