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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Focus Partners Wealth's UNH Position: Q1 2026 in Review

Focus Partners Wealth reduced its UnitedHealth (UNH) stake by 5.1% in Q1 2026, selling an estimated $3.74M and leaving 232,602 shares worth $63.2M. The position accounts for 0.07% of the portfolio, ranked #248.

Focus Partners Wealth first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $147M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Focus Partners Wealth held 232,602 shares of UnitedHealth worth $63.2M as of Q1 2026.
  • Focus Partners Wealth sold 12,566 UnitedHealth shares in Q1 2026, an estimated $3.74M.
  • UnitedHealth made up 0.07% of Focus Partners Wealth's portfolio in Q1 2026, its #248 holding.
  • Focus Partners Wealth first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's UnitedHealth position peaked at $147M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.