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Financial Solutions Advisory Group’s UnitedHealth UNH Stock Holding History

Financial Solutions Advisory Group’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 		$531K Sell
1,230
-1,269
-51% -$470K 0.07% 107
2026
Q1 		$676K Buy
+2,499
New +$744K 0.09% 85

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Solutions Advisory Group's UNH Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its UnitedHealth (UNH) stake by 51% in Q2 2026, selling an estimated $470K and leaving 1,230 shares worth $531K. The position accounts for 0.07% of the portfolio, ranked #107.

Financial Solutions Advisory Group first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. The position peaked at $676K in Q1 2026. 940 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Financial Solutions Advisory Group held 1,230 shares of UnitedHealth worth $531K as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,269 UnitedHealth shares in Q2 2026, an estimated $470K.
  • UnitedHealth made up 0.07% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #107 holding.
  • Financial Solutions Advisory Group first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's UnitedHealth position peaked at $676K in Q1 2026.
  • 940 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.