FWM
UNH icon

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
2023
Q3 		– Sell
-1,800
Closed -$9.72K – 1108
2023
Q2 		$9.72K Buy
+1,800
New +$880K ﹤0.01% 548
2023
Q1 		– Sell
-1,400
Closed -$210 – 1150
2022
Q4 		$210 Buy
+1,400
New +$742K ﹤0.01% 1014

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

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. 3,023 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.
  • 3,023 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.