Focus Partners Advisor Solutions’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.19M	Sell	11,809 -153	-1%	-$45.6K	0.03%	257
2025 Q4	$3.95M	Sell	11,962 -4,475	-27%	-$1.52M	0.05%	190
2025 Q3	$5.5M	Buy	16,437 +7,252	+79%	+$2.19M	0.06%	162
2025 Q2	$2.86M	Sell	9,185 -4,162	-31%	-$1.59M	0.04%	219
2025 Q1	$6.99M	Buy	13,347 +2,515	+23%	+$1.29M	0.11%	100
2024 Q4	$5.48M	Buy	10,832 +3,938	+57%	+$2.24M	0.09%	110
2024 Q3	$4.03M	Buy	6,894 +420	+6%	+$238K	0.08%	119
2024 Q2	$3.3M	Sell	6,474 -3,582	-36%	-$1.76M	0.09%	115
2024 Q1	$4.97M	Buy	10,056 +7,513	+295%	+$3.82M	0.14%	81
2023 Q4	$1.34M	Sell	2,543 -630	-20%	-$336K	0.06%	138
2023 Q3	$1.6M	Buy	3,173 +1,432	+82%	+$705K	0.08%	124
2023 Q2	$837K	Sell	1,741 -36	-2%	-$17.6K	0.05%	156
2023 Q1	$840K	Sell	1,777 -1,149	-39%	-$554K	0.05%	141
2022 Q4	$1.55M	Sell	2,926 -1,415	-33%	-$750K	0.12%	95
2022 Q3	$2.19M	Sell	4,341 -1,347	-24%	-$708K	0.13%	80
2022 Q2	$2.92M	Buy	5,688 +3,068	+117%	+$1.54M	0.25%	55
2022 Q1	$1.34M	Buy	2,620 +269	+11%	+$130K	0.13%	94
2021 Q4	$1.18M	Buy	+2,351	New	+$1.06M	0.25%	32