Focused Wealth Management’s UnitedHealth UNH Stock Holding History

Focused Wealth Management’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	$2.21M	Buy	8,174 +1,263	+18%	+$376K	0.23%	51
2025 Q4	$2.28M	Buy	6,911 +155	+2%	+$52.5K	0.24%	50
2025 Q3	$2.33M	Buy	6,756 +4,175	+162%	+$1.26M	0.25%	49
2025 Q2	$805K	Buy	2,581 +2,084	+419%	+$796K	0.1%	79
2025 Q1	$260K	Sell	497 -43	-8%	-$22K	0.04%	137
2024 Q4	$273K	Sell	540 -37	-6%	-$21K	0.04%	122
2024 Q3	$337K	Buy	577 +50	+9%	+$28.3K	0.04%	140
2024 Q2	$269K	Hold	527	–	–	0.04%	152
2024 Q1	$260K	Buy	527 +12	+2%	+$6.1K	0.04%	140
2023 Q4	$271K	Buy	515 +27	+6%	+$14.4K	0.04%	113
2023 Q3	$246K	Buy	488 +2	+0.4%	+$984	0.04%	122
2023 Q2	$234K	Sell	486 -112	-19%	-$54.8K	0.04%	128
2023 Q1	$283K	Buy	598 +138	+30%	+$66.6K	0.06%	108
2022 Q4	$244K	Buy	460 +107	+30%	+$56.7K	0.05%	121
2022 Q3	$178K	Buy	353 +1	+0.3%	+$526	0.04%	139
2022 Q2	$181K	Buy	352 +1	+0.3%	+$502	0.03%	146
2022 Q1	$179K	Sell	351 -5	-1%	-$2.41K	0.03%	155
2021 Q4	$179K	Buy	356 +8	+2%	+$3.62K	0.03%	184
2021 Q3	$136K	Buy	348 +15	+5%	+$6.21K	0.02%	234
2021 Q2	$133K	Buy	333 +1	+0.3%	+$399	0.02%	250
2021 Q1	$124K	Buy	332 +1	+0.3%	+$347	0.02%	243
2020 Q4	$116K	Buy	331 +1	+0.3%	+$335	0.02%	231
2020 Q3	$103K	Buy	330 +63	+24%	+$19.4K	0.02%	241
2020 Q2	$79K	Hold	267	–	–	0.02%	256
2020 Q1	$67K	Buy	267 +1	+0.4%	+$275	0.02%	254
2019 Q4	$78K	Sell	266 -13	-5%	-$3.4K	0.02%	274
2019 Q3	$61K	Sell	279 -125	-31%	-$30.2K	0.02%	289
2019 Q2	$99K	Sell	404 -10	-2%	-$2.4K	0.03%	240
2019 Q1	$102K	Hold	414	–	–	0.03%	213
2018 Q4	$103K	Buy	414 +10	+2%	+$2.64K	0.04%	226
2018 Q3	$107K	Sell	404 -10	-2%	-$2.6K	0.04%	220
2018 Q2	$102K	Buy	414 +10	+2%	+$2.4K	0.04%	220
2018 Q1	$86K	Hold	404	–	–	0.03%	251
2017 Q4	$89K	Sell	404 -12	-3%	-$2.54K	0.03%	241
2017 Q3	$81K	Hold	416	–	–	0.03%	179
2017 Q2	$77K	Buy	416 +137	+49%	+$24K	0.03%	245
2017 Q1	$46K	Sell	279 -2,984	-91%	-$489K	0.02%	290
2016 Q4	$522K	Buy	3,263 +351	+12%	+$52.4K	0.22%	73
2016 Q3	$408K	Buy	2,912 +1	+0%	+$140	0.18%	86
2016 Q2	$411K	Sell	2,911 -116	-4%	-$15.5K	0.19%	78
2016 Q1	$390K	Buy	3,027 +2,462	+436%	+$291K	0.21%	76
2015 Q4	$66K	Buy	565 +56	+11%	+$6.54K	0.04%	185
2015 Q3	$59K	Hold	509	–	–	0.04%	185
2015 Q2	$62K	Hold	509	–	–	0.04%	181
2015 Q1	$60K	Hold	509	–	–	0.04%	182
2014 Q4	$51K	Sell	509 -33	-6%	-$3.13K	0.04%	189
2014 Q3	$47K	Sell	542 -67	-11%	-$5.66K	0.04%	202
2014 Q2	$50K	Buy	609 +100	+20%	+$7.87K	0.04%	188
2014 Q1	$42K	Hold	509	–	–	0.04%	186
2013 Q4	$38K	Buy	509 +105	+26%	+$7.54K	0.03%	193
2013 Q3	$29K	Buy	+404	New	+$28.9K	0.03%	224

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Focused Wealth Management's UNH Position: Q1 2026 in Review

Focused Wealth Management increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $376K and bringing the position to 8,174 shares worth $2.21M. The position accounts for 0.23% of the portfolio, ranked #51.

Focused Wealth Management first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $2.33M in Q3 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Focused Wealth Management held 8,174 shares of UnitedHealth worth $2.21M as of Q1 2026.
Focused Wealth Management bought 1,263 UnitedHealth shares in Q1 2026, an estimated $376K.
UnitedHealth made up 0.23% of Focused Wealth Management's portfolio in Q1 2026, its #51 holding.
Focused Wealth Management first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
Focused Wealth Management's UnitedHealth position peaked at $2.33M in Q3 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.