FWM
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Finer Wealth Management's UNH Position: Q1 2026 in Review

Finer Wealth Management increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $87.6K and bringing the position to 2,194 shares worth $594K. The position accounts for 0.3% of the portfolio, ranked #55.

Finer Wealth Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q4 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Finer Wealth Management held 2,194 shares of UnitedHealth worth $594K as of Q1 2026.
  • Finer Wealth Management bought 294 UnitedHealth shares in Q1 2026, an estimated $87.6K.
  • UnitedHealth made up 0.3% of Finer Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Finer Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Finer Wealth Management's UnitedHealth position peaked at $627K in Q4 2025.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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