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Focus Partners Advisor Solutions’s UnitedHealth UNH Stock Holding History

Focus Partners Advisor Solutions’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 		$7.4M Buy
17,805
+5,996
+51% +$2.22M 0.06% 145
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

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Focus Partners Advisor Solutions's UNH Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its UnitedHealth (UNH) stake by 51% in Q2 2026, buying an estimated $2.22M and bringing the position to 17,805 shares worth $7.4M. The position accounts for 0.06% of the portfolio, ranked #145.

Focus Partners Advisor Solutions first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Focus Partners Advisor Solutions held 17,805 shares of UnitedHealth worth $7.4M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 5,996 UnitedHealth shares in Q2 2026, an estimated $2.22M.
  • UnitedHealth made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #145 holding.
  • Focus Partners Advisor Solutions first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.