FSA
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Financial Security Advisor’s UnitedHealth UNH Stock Holding History

Financial Security Advisor’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 		$889K Buy
2,139
+207
+11% +$76.7K 0.14% 69
2026
Q1 		$523K Sell
1,932
-289
-13% -$86.1K 0.1% 87
2025
Q4 		$733K Sell
2,221
-35
-2% -$11.9K 0.14% 63
2025
Q3 		$779K Sell
2,256
-467
-17% -$141K 0.17% 58
2025
Q2 		$850K Buy
2,723
+182
+7% +$69.6K 0.2% 52
2025
Q1 		$1.33M Buy
2,541
+221
+10% +$113K 0.34% 34
2024
Q4 		$1.17M Sell
2,320
-3
-0.1% -$1.71K 0.3% 40
2024
Q3 		$1.36M Buy
2,323
+433
+23% +$245K 0.34% 35
2024
Q2 		$962K Buy
1,890
+17
+0.9% +$8.33K 0.32% 42
2024
Q1 		$926K Buy
1,873
+152
+9% +$77.3K 0.32% 42
2023
Q4 		$906K Buy
1,721
+5
+0.3% +$2.67K 0.36% 40
2023
Q3 		$866K Buy
+1,716
New +$845K 0.4% 37

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 Security Advisor's UNH Position: Q2 2026 in Review

Financial Security Advisor increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $76.7K and bringing the position to 2,139 shares worth $889K. The position accounts for 0.14% of the portfolio, ranked #69.

Financial Security Advisor first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Security Advisor held 2,139 shares of UnitedHealth worth $889K as of Q2 2026.
  • Financial Security Advisor bought 207 UnitedHealth shares in Q2 2026, an estimated $76.7K.
  • UnitedHealth made up 0.14% of Financial Security Advisor's portfolio in Q2 2026, its #69 holding.
  • Financial Security Advisor first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
  • Financial Security Advisor's UnitedHealth position peaked at $1.36M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.