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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 $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

Focused Wealth Management's UNH Position: Q2 2026 in Review

Focused Wealth Management increased its UnitedHealth (UNH) stake by 5.7% in Q2 2026, buying an estimated $173K and bringing the position to 8,640 shares worth $3.59M. The position accounts for 0.31% of the portfolio, ranked #44.

Focused Wealth Management first reported a position in UNH in Q3 2013 and has held it in 52 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Focused Wealth Management held 8,640 shares of UnitedHealth worth $3.59M as of Q2 2026.
  • Focused Wealth Management bought 466 UnitedHealth shares in Q2 2026, an estimated $173K.
  • UnitedHealth made up 0.31% of Focused Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Focused Wealth Management first reported a position in UnitedHealth in Q3 2013 and has held it in 52 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.