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Financial Advisors Network’s UnitedHealth UNH Stock Holding History

Financial Advisors Network’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 		$1.71M Buy
4,119
+2
+0% +$741 0.21% 65
2026
Q1 		$1.11M Buy
4,117
+226
+6% +$67.3K 0.15% 72
2025
Q4 		$1.28M Buy
3,891
+58
+2% +$19.7K 0.18% 71
2025
Q3 		$1.32M Buy
3,833
+399
+12% +$121K 0.19% 70
2025
Q2 		$1.07M Sell
3,434
-28
-0.8% -$10.7K 0.16% 73
2025
Q1 		$1.81M Buy
3,462
+11
+0.3% +$5.62K 0.3% 56
2024
Q4 		$1.75M Buy
+3,451
New +$1.96M 0.29% 58
2023
Q4 		$1.41M Buy
2,678
+93
+4% +$49.6K 0.28% 52
2023
Q3 		$1.3M Buy
+2,585
New +$1.27M 0.29% 49
2022
Q4 		$1.34M Hold
2,528
– – 0.35% 45
2022
Q3 		$1.28M Buy
2,528
+278
+12% +$146K 0.38% 44
2022
Q2 		$1.16M Hold
2,250
– – 0.32% 48
2022
Q1 		$1.15M Buy
2,250
+26
+1% +$12.5K 0.28% 49
2021
Q4 		$1.12M Hold
2,224
– – 0.25% 55
2021
Q3 		$1.02M Hold
2,224
– – 0.24% 57
2021
Q2 		$891K Hold
2,224
– – 0.26% 55
2021
Q1 		$827K Hold
2,224
– – 0.27% 57
2020
Q4 		$780K Hold
2,224
– – 0.27% 53
2020
Q3 		$693K Sell
2,224
-326
-13% -$100K 0.27% 53
2020
Q2 		$752K Hold
2,550
– – 0.31% 52
2020
Q1 		$636K Hold
2,550
– – 0.3% 49
2019
Q4 		$750K Buy
2,550
+134
+6% +$35.1K 0.34% 53
2019
Q3 		$525K Hold
2,416
– – 0.27% 67
2019
Q2 		$595K Hold
2,416
– – 0.32% 61
2019
Q1 		$584K Sell
2,416
-30
-1% -$7.65K 0.34% 57
2018
Q4 		$609K Buy
+2,446
New +$646K 0.38% 55
2018
Q2 		$599K Buy
+2,441
New +$586K 0.36% 53
2017
Q1 		– Sell
-127
Closed -$20.7K – 432
2016
Q4 		$20.7K Buy
+127
New +$19K 0.02% 198

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

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

Financial Advisors Network increased its UnitedHealth (UNH) stake by 0.05% in Q2 2026, buying an estimated $741 and bringing the position to 4,119 shares worth $1.71M. The position accounts for 0.21% of the portfolio, ranked #65.

Financial Advisors Network first reported a position in UNH in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.81M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Advisors Network held 4,119 shares of UnitedHealth worth $1.71M as of Q2 2026.
  • Financial Advisors Network bought 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.21% of Financial Advisors Network's portfolio in Q2 2026, its #65 holding.
  • Financial Advisors Network first reported a position in UnitedHealth in Q4 2016 and has held it in 28 quarters since.
  • Financial Advisors Network's UnitedHealth position peaked at $1.81M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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