FFN
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Focus Financial Network’s UnitedHealth UNH Stock Holding History

Focus Financial Network’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 		$13.7M Sell
32,977
-1,537
-4% -$570K 0.42% 46
2026
Q1 		$9.34M Sell
34,514
-3,238
-9% -$964K 0.33% 57
2025
Q4 		$12.5M Sell
37,752
-1,163
-3% -$394K 0.43% 47
2025
Q3 		$13.4M Sell
38,915
-26
-0.1% -$7.86K 0.48% 40
2025
Q2 		$12.1M Sell
38,941
-3,935
-9% -$1.5M 0.48% 40
2025
Q1 		$22.5M Sell
42,876
-1,833
-4% -$937K 0.92% 20
2024
Q4 		$22.6M Sell
44,709
-1,725
-4% -$980K 0.9% 21
2024
Q3 		$27.1M Sell
46,434
-1,420
-3% -$803K 1.11% 15
2024
Q2 		$27.4M Sell
47,854
-7,217
-13% -$3.54M 1.17% 13
2024
Q1 		$27.2M Sell
55,071
-23,759
-30% -$12.1M 1.32% 12
2023
Q4 		$41.5M Buy
78,830
+16,829
+27% +$8.98M 1.56% 10
2023
Q3 		$31.3M Sell
62,001
-2,457
-4% -$1.21M 1.76% 9
2023
Q2 		$31M Buy
64,458
+5,813
+10% +$2.84M 1.72% 10
2023
Q1 		$27.7M Buy
58,645
+1,402
+2% +$677K 1.73% 10
2022
Q4 		$30.3M Buy
57,243
+1,053
+2% +$558K 2.47% 6
2022
Q3 		$28.4M Buy
56,190
+1,655
+3% +$870K 2.45% 7
2022
Q2 		$28M Buy
54,535
+705
+1% +$354K 2.31% 7
2022
Q1 		$27.5M Buy
53,830
+33,044
+159% +$15.9M 1.91% 10
2021
Q4 		$10.4M Buy
20,786
+1,088
+6% +$493K 1.53% 13
2021
Q3 		$7.7M Buy
19,698
+203
+1% +$84.1K 1.03% 18
2021
Q2 		$7.81M Buy
19,495
+156
+0.8% +$62.2K 1.04% 18
2021
Q1 		$7.2M Sell
19,339
-23,290
-55% -$8.07M 0.84% 21
2020
Q4 		$14.9M Buy
42,629
+1,499
+4% +$502K 1.32% 13
2020
Q3 		$12.8M Buy
41,130
+1,585
+4% +$487K 1.2% 16
2020
Q2 		$11.7M Buy
39,545
+1,226
+3% +$351K 1.3% 12
2020
Q1 		$9.56M Sell
38,319
-526
-1% -$145K 1.28% 14
2019
Q4 		$11.4M Sell
38,845
-491
-1% -$128K 1.4% 15
2019
Q3 		$8.55M Sell
39,336
-4,400
-10% -$1.06M 1.18% 16
2019
Q2 		$10.7M Buy
43,736
+9,626
+28% +$2.32M 1.58% 13
2019
Q1 		$8.43M Buy
+34,110
New +$8.7M 1.35% 15

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Focus Financial Network's UNH Position: Q2 2026 in Review

Focus Financial Network reduced its UnitedHealth (UNH) stake by 4.5% in Q2 2026, selling an estimated $570K and leaving 32,977 shares worth $13.7M. The position accounts for 0.42% of the portfolio, ranked #46.

Focus Financial Network first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $41.5M in Q4 2023. 1,645 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Focus Financial Network held 32,977 shares of UnitedHealth worth $13.7M as of Q2 2026.
  • Focus Financial Network sold 1,537 UnitedHealth shares in Q2 2026, an estimated $570K.
  • UnitedHealth made up 0.42% of Focus Financial Network's portfolio in Q2 2026, its #46 holding.
  • Focus Financial Network first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's UnitedHealth position peaked at $41.5M in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.