Financial Network Wealth Advisors’s UnitedHealth UNH Stock Holding History

Financial Network Wealth 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	$15.4K	Sell	37 -89	-71%	-$33K	0.02%	437
2026 Q1	$34.1K	Sell	126 -30	-19%	-$8.93K	0.03%	324
2025 Q4	$51.5K	Buy	156 +98	+169%	+$33.2K	0.05%	270
2025 Q3	$20K	Sell	58 -67	-54%	-$20.3K	0.02%	376
2025 Q2	$39K	Sell	125 -40	-24%	-$15.3K	0.05%	289
2025 Q1	$86.4K	Buy	165 +57	+53%	+$29.1K	0.11%	169
2024 Q4	$54.6K	Buy	+108	New	+$61.4K	0.1%	173
2024 Q3	–	Sell	-409	Closed	-$209K	–	997
2024 Q2	$209K	Buy	+409	New	+$200K	0.16%	131

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Financial Network Wealth Advisors reduced its UnitedHealth (UNH) stake by 71% in Q2 2026, selling an estimated $33K and leaving 37 shares worth $15.4K. The position accounts for 0.02% of the portfolio, ranked #437.

Financial Network Wealth Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $209K in Q2 2024. 1,652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial Network Wealth Advisors held 37 shares of UnitedHealth worth $15.4K as of Q2 2026.
Financial Network Wealth Advisors sold 89 UnitedHealth shares in Q2 2026, an estimated $33K.
UnitedHealth made up 0.02% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #437 holding.
Financial Network Wealth Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's UnitedHealth position peaked at $209K in Q2 2024.
1,652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.