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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Foguth Wealth Management increased its UnitedHealth (UNH) stake by 2.9% in Q2 2026, buying an estimated $7.04K and bringing the position to 680 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #177.

Foguth Wealth Management first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. The position peaked at $292K in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Foguth Wealth Management held 680 shares of UnitedHealth worth $287K as of Q2 2026.
Foguth Wealth Management bought 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
UnitedHealth made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #177 holding.
Foguth Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
Foguth Wealth Management's UnitedHealth position peaked at $292K in Q1 2025.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.