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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Network Wealth Management's UNH Position: Q1 2026 in Review

Financial Network Wealth Management reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $69.1K and leaving 1,719 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #70.

Financial Network Wealth Management first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.81M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Financial Network Wealth Management held 1,719 shares of UnitedHealth worth $465K as of Q1 2026.
Financial Network Wealth Management sold 232 UnitedHealth shares in Q1 2026, an estimated $69.1K.
UnitedHealth made up 0.15% of Financial Network Wealth Management's portfolio in Q1 2026, its #70 holding.
Financial Network Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's UnitedHealth position peaked at $1.81M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.