Focus Partners Wealth
UNH icon

Focus Partners Wealth’s UnitedHealth UNH Stock Holding History

Focus Partners Wealth’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 		$92.9M Sell
223,546
-9,056
-4% -$3.36M 0.1% 206
2026
Q1 		$63.2M Sell
232,602
-12,566
-5% -$3.74M 0.07% 248
2025
Q4 		$81M Buy
245,168
+33,606
+16% +$11.4M 0.09% 202
2025
Q3 		$73.1M Sell
211,562
-24,889
-11% -$7.53M 0.12% 153
2025
Q2 		$73.8M Sell
236,451
-41,465
-15% -$15.8M 0.16% 134
2025
Q1 		$146M Buy
277,916
+12,880
+5% +$6.58M 0.36% 56
2024
Q4 		$134M Sell
265,036
-188,122
-42% -$107M 0.35% 56
2024
Q3 		$147M Buy
453,158
+260,984
+136% +$148M 0.47% 41
2024
Q2 		$97.9M Buy
192,174
+45,262
+31% +$22.2M 0.33% 72
2024
Q1 		$72.7M Buy
146,912
+25,719
+21% +$13.1M 0.59% 34
2023
Q4 		$63.8M Buy
+121,193
New +$64.6M 0.84% 19

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 $3.38T AUM 44.17% 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 Wealth's UNH Position: Q2 2026 in Review

Focus Partners Wealth reduced its UnitedHealth (UNH) stake by 3.9% in Q2 2026, selling an estimated $3.36M and leaving 223,546 shares worth $92.9M. The position accounts for 0.1% of the portfolio, ranked #206.

Focus Partners Wealth first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $147M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Focus Partners Wealth held 223,546 shares of UnitedHealth worth $92.9M as of Q2 2026.
  • Focus Partners Wealth sold 9,056 UnitedHealth shares in Q2 2026, an estimated $3.36M.
  • UnitedHealth made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #206 holding.
  • Focus Partners Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's UnitedHealth position peaked at $147M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.