Finer Wealth Management
UNH icon

Finer Wealth Management’s UnitedHealth UNH Stock Holding History

Finer 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
Q3 		$888K Buy
2,418
+243
+11% +$97.8K 0.35% 50
2026
Q2 		$904K Sell
2,175
-19
-0.9% -$7.04K 0.4% 46
2026
Q1 		$594K Buy
2,194
+294
+15% +$87.6K 0.3% 55
2025
Q4 		$627K Buy
1,900
+859
+83% +$291K 0.3% 49
2025
Q3 		$359K Buy
1,041
+267
+34% +$80.8K 0.18% 65
2025
Q2 		$241K Buy
+774
New +$296K 0.13% 81

Other funds holding UNH

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Finer Wealth Management's UNH Position: Q3 2026 in Review

Finer Wealth Management increased its UnitedHealth (UNH) stake by 11% in Q3 2026, buying an estimated $97.8K and bringing the position to 2,418 shares worth $888K. The position accounts for 0.35% of the portfolio, ranked #50.

Finer Wealth Management first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $904K in Q2 2026. 2,746 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Finer Wealth Management held 2,418 shares of UnitedHealth worth $888K as of Q3 2026.
  • Finer Wealth Management bought 243 UnitedHealth shares in Q3 2026, an estimated $97.8K.
  • UnitedHealth made up 0.35% of Finer Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Finer Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Finer Wealth Management's UnitedHealth position peaked at $904K in Q2 2026.
  • 2,746 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.