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FAS Wealth Partners’s UnitedHealth UNH Stock Holding History

FAS Wealth Partners’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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 1,542 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.
  • 1,542 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.