Financial Freedom LLC’s UnitedHealth UNH Stock Holding History

Financial Freedom LLC’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	-442	Closed	-$120K	–	367
2026 Q1	$120K	Buy	442 +2	+0.5%	+$596	0.06%	128
2025 Q4	$145K	Buy	440 +1	+0.2%	+$339	0.07%	117
2025 Q3	$152K	Buy	439 +1	+0.2%	+$302	0.08%	116
2025 Q2	$136K	Buy	438 +2	+0.5%	+$764	0.07%	119
2025 Q1	$228K	Buy	436 +1	+0.2%	+$511	0.13%	94
2024 Q4	$220K	Buy	435 +1	+0.2%	+$568	0.12%	94
2024 Q3	$254K	Buy	434 +1	+0.2%	+$566	0.13%	86
2024 Q2	$220K	Buy	433 +69	+19%	+$33.8K	0.13%	98
2024 Q1	$180K	Buy	364 +1	+0.3%	+$508	0.11%	106
2023 Q4	$191K	Buy	363 +1	+0.3%	+$533	0.12%	98
2023 Q3	$183K	Hold	362	–	–	0.13%	97
2023 Q2	$174K	Buy	362 +1	+0.3%	+$489	0.12%	96
2023 Q1	$171K	Buy	361 +1	+0.3%	+$483	0.12%	94
2022 Q4	$191K	Buy	+360	New	+$191K	0.13%	78

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Freedom LLC's UNH Position: Q2 2026 in Review

Financial Freedom LLC sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 442 shares — an estimated $120K sold.

Financial Freedom LLC first reported a position in UNH in Q4 2022 and held it in 14 quarters. The position peaked at $254K in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Freedom LLC reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 442 UnitedHealth shares in Q2 2026, an estimated $120K.
Financial Freedom LLC first reported a position in UnitedHealth in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's UnitedHealth position peaked at $254K in Q3 2024.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.