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Fi3 Financial Advisors’s UnitedHealth UNH Stock Holding History

Fi3 Financial 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 		– Sell
-1,542
Closed -$417K – 278
2026
Q1 		$417K Buy
1,542
+339
+28% +$101K 0.12% 92
2025
Q4 		$397K Sell
1,203
-137
-10% -$46.4K 0.12% 97
2025
Q3 		$463K Buy
1,340
+452
+51% +$137K 0.16% 63
2025
Q2 		$277K Sell
888
-285
-24% -$109K 0.1% 105
2025
Q1 		$614K Buy
1,173
+344
+41% +$176K 0.25% 42
2024
Q4 		$419K Sell
829
-60
-7% -$34.1K 0.16% 54
2024
Q3 		$520K Buy
889
+117
+15% +$66.2K 0.21% 45
2024
Q2 		$393K Buy
772
+12
+2% +$5.88K 0.17% 43
2024
Q1 		$374K Sell
760
-167
-18% -$84.9K 0.17% 44
2023
Q4 		$488K Sell
927
-151
-14% -$80.5K 0.23% 36
2023
Q3 		$544K Buy
1,078
+208
+24% +$102K 0.29% 33
2023
Q2 		$418K Sell
870
-142
-14% -$69.4K 0.22% 40
2023
Q1 		$478K Buy
1,012
+18
+2% +$8.69K 0.26% 39
2022
Q4 		$527K Buy
994
+451
+83% +$239K 0.3% 36
2022
Q3 		$274K Buy
543
+5
+0.9% +$2.63K 0.25% 37
2022
Q2 		$270K Buy
538
+86
+19% +$43.2K 0.22% 38
2022
Q1 		$231K Buy
452
+18
+4% +$8.68K 0.18% 44
2021
Q4 		$218K Buy
+434
New +$196K 0.14% 48

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 $3.37T AUM 44.26% 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

Fi3 Financial Advisors's UNH Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,542 shares — an estimated $417K sold.

Fi3 Financial Advisors first reported a position in UNH in Q4 2021 and held it in 18 quarters. The position peaked at $614K in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,542 UnitedHealth shares in Q2 2026, an estimated $417K.
  • Fi3 Financial Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 18 quarters.
  • Fi3 Financial Advisors's UnitedHealth position peaked at $614K in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.