Forthright Family Wealth Advisory’s UnitedHealth UNH Stock Holding History

Forthright Family Wealth Advisory’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	–	Sell	-518	Closed	-$256K	–	84
2026 Q1	$256K	Buy	+518	New	+$154K	0.17%	55
2025 Q2	–	Sell	-397	Closed	-$208K	–	57
2025 Q1	$208K	Hold	397	–	–	0.14%	53
2024 Q4	$201K	Sell	397 -44	-10%	-$25K	0.13%	58
2024 Q3	$242K	Sell	441 -131	-23%	-$74.1K	0.16%	57
2024 Q2	$291K	Buy	572 +54	+10%	+$26.5K	0.19%	53
2024 Q1	$256K	Buy	518 +10	+2%	+$5.08K	0.17%	55
2023 Q4	$267K	Buy	+508	New	+$271K	0.21%	44

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forthright Family Wealth Advisory's UNH Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 518 shares — an estimated $256K sold.

Forthright Family Wealth Advisory first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $291K in Q2 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 518 UnitedHealth shares in Q2 2026, an estimated $256K.
Forthright Family Wealth Advisory first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
Forthright Family Wealth Advisory's UnitedHealth position peaked at $291K in Q2 2024.
3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.