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Foundation Wealth Management (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$756K Sell
1,820
-24
-1% -$8.9K 0.23% 49
2026
Q1 		$499K Buy
1,844
+24
+1% +$7.15K 0.18% 57
2025
Q4 		$601K Sell
1,820
-10
-0.5% -$3.39K 0.22% 54
2025
Q3 		$632K Buy
1,830
+33
+2% +$9.98K 0.24% 54
2025
Q2 		$561K Buy
1,797
+32
+2% +$12.2K 0.24% 56
2025
Q1 		$925K Buy
1,765
+114
+7% +$58.3K 0.44% 43
2024
Q4 		$835K Buy
+1,651
New +$938K 0.4% 45

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s UNH Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2026, selling an estimated $8.9K and leaving 1,820 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #49.

Foundation Wealth Management (Pennsylvania) first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $925K in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 1,820 shares of UnitedHealth worth $756K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 24 UnitedHealth shares in Q2 2026, an estimated $8.9K.
  • UnitedHealth made up 0.23% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #49 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s UnitedHealth position peaked at $925K in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.