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Financial Network Wealth Management’s UnitedHealth UNH Stock Holding History

Financial Network Wealth Management’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 		$647K Sell
1,559
-160
-9% -$59.3K 0.18% 63
2026
Q1 		$465K Sell
1,719
-232
-12% -$69.1K 0.15% 70
2025
Q4 		$644K Sell
1,951
-79
-4% -$26.8K 0.2% 63
2025
Q3 		$652K Buy
+2,030
New +$614K 0.2% 62
2025
Q1 		$1.25M Sell
2,394
-255
-10% -$130K 0.44% 42
2024
Q4 		$1.34M Sell
2,649
-451
-15% -$256K 0.48% 39
2024
Q3 		$1.81M Buy
3,100
+79
+3% +$44.7K 0.65% 30
2024
Q2 		$1.54M Buy
+3,021
New +$1.48M 0.59% 33
2024
Q1 		– Sell
-3,066
Closed -$1.61M – 94
2023
Q4 		$1.61M Hold
3,066
– – 0.7% 28
2023
Q3 		$1.58M Buy
3,066
+20
+0.7% +$9.84K 0.77% 28
2023
Q2 		$1.53M Hold
3,046
– – 0.71% 29
2023
Q1 		$1.44M Hold
3,046
– – 0.71% 32
2022
Q4 		$1.61M Sell
3,046
-50
-2% -$26.5K 0.87% 28
2022
Q3 		$1.56M Sell
3,096
-47
-1% -$24.7K 0.98% 24
2022
Q2 		$1.61M Buy
3,143
+69
+2% +$34.7K 0.97% 22
2022
Q1 		$1.57M Hold
3,074
– – 0.82% 23
2021
Q4 		$1.54M Sell
3,074
-103
-3% -$46.6K 0.78% 23
2021
Q3 		$1.24M Hold
3,177
– – 0.71% 24
2021
Q2 		$1.27M Buy
3,177
+30
+1% +$12K 0.75% 23
2021
Q1 		$1.17M Buy
3,147
+72
+2% +$24.9K 0.76% 23
2020
Q4 		$1.08M Buy
+3,075
New +$1.03M 0.85% 23

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 Network Wealth Management's UNH Position: Q2 2026 in Review

Financial Network Wealth Management reduced its UnitedHealth (UNH) stake by 9.3% in Q2 2026, selling an estimated $59.3K and leaving 1,559 shares worth $647K. The position accounts for 0.18% of the portfolio, ranked #63.

Financial Network Wealth Management first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.81M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Network Wealth Management held 1,559 shares of UnitedHealth worth $647K as of Q2 2026.
  • Financial Network Wealth Management sold 160 UnitedHealth shares in Q2 2026, an estimated $59.3K.
  • UnitedHealth made up 0.18% of Financial Network Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Financial Network Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's UnitedHealth position peaked at $1.81M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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