Foguth Wealth Management
UNH icon

Foguth Wealth Management’s UnitedHealth UNH Stock Holding History

Foguth 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
Q3 		$332K Buy
827
+147
+22% +$59.2K 0.03% 172
2026
Q2 		$287K Buy
680
+19
+3% +$7.04K 0.03% 177
2026
Q1 		$251K Sell
661
-88
-12% -$26.2K 0.03% 184
2025
Q4 		$252K Buy
+749
New +$254K 0.04% 147
2025
Q2 		– Sell
-557
Closed -$292K – 160
2025
Q1 		$292K Buy
557
+36
+7% +$18.4K 0.07% 115
2024
Q4 		$277K Buy
521
+113
+28% +$64.2K 0.07% 120
2024
Q3 		$237K Buy
+408
New +$231K 0.09% 116

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Foguth Wealth Management's UNH Position: Q3 2026 in Review

Foguth Wealth Management increased its UnitedHealth (UNH) stake by 22% in Q3 2026, buying an estimated $59.2K and bringing the position to 827 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #172.

Foguth Wealth Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. 2,014 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Foguth Wealth Management held 827 shares of UnitedHealth worth $332K as of Q3 2026.
  • Foguth Wealth Management bought 147 UnitedHealth shares in Q3 2026, an estimated $59.2K.
  • UnitedHealth made up 0.03% of Foguth Wealth Management's portfolio in Q3 2026, its #172 holding.
  • Foguth Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • 2,014 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.