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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Finer Wealth Management's UNH Position: Q2 2026 in Review

Finer Wealth Management reduced its UnitedHealth (UNH) stake by 0.87% in Q2 2026, selling an estimated $7.04K and leaving 2,175 shares worth $904K. The position accounts for 0.4% of the portfolio, ranked #46.

Finer Wealth Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Finer Wealth Management held 2,175 shares of UnitedHealth worth $904K as of Q2 2026.
Finer Wealth Management sold 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
UnitedHealth made up 0.4% of Finer Wealth Management's portfolio in Q2 2026, its #46 holding.
Finer Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.