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Founders Financial Alliance’s UnitedHealth UNH Stock Holding History

Founders Financial Alliance’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 		$1.34M Buy
3,219
+10
+0.3% +$3.71K 0.18% 118
2026
Q1 		$868K Buy
3,209
+2,271
+242% +$676K 0.16% 136
2025
Q4 		$310K Sell
938
-235
-20% -$79.6K 0.06% 276
2025
Q3 		$405K Sell
1,173
-442
-27% -$134K 0.08% 238
2025
Q2 		$504K Sell
1,615
-102
-6% -$39K 0.11% 172
2025
Q1 		$899K Buy
1,717
+761
+80% +$389K 0.22% 101
2024
Q4 		$484K Buy
956
+11
+1% +$6.25K 0.13% 148
2024
Q3 		$553K Buy
945
+38
+4% +$21.5K 0.15% 133
2024
Q2 		$462K Sell
907
-67
-7% -$32.8K 0.14% 148
2024
Q1 		$482K Sell
974
-1,155
-54% -$587K 0.14% 141
2023
Q4 		$1.12M Sell
2,129
-158
-7% -$84.3K 0.43% 49
2023
Q3 		$1.15M Sell
2,287
-551
-19% -$271K 0.5% 42
2023
Q2 		$1.36M Buy
2,838
+623
+28% +$305K 0.54% 41
2023
Q1 		$1.11M Sell
2,215
-252
-10% -$122K 0.55% 44
2022
Q4 		$1.31M Sell
2,467
-58
-2% -$30.7K 0.6% 42
2022
Q3 		$1.27M Buy
2,525
+1,900
+304% +$999K 0.65% 40
2022
Q2 		$321K Sell
625
-386
-38% -$194K 0.16% 143
2022
Q1 		$516K Sell
1,011
-1,741
-63% -$840K 0.23% 101
2021
Q4 		$1.38M Buy
2,752
+2,051
+293% +$928K 0.56% 45
2021
Q3 		$274K Sell
701
-1,709
-71% -$708K 0.13% 169
2021
Q2 		$966K Buy
2,410
+42
+2% +$16.7K 0.44% 53
2021
Q1 		$893K Sell
2,368
-354
-13% -$123K 0.44% 55
2020
Q4 		$953K Buy
2,722
+2,127
+357% +$713K 0.54% 42
2020
Q3 		$187K Buy
+595
New +$183K 0.11% 168

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

Founders Financial Alliance's UNH Position: Q2 2026 in Review

Founders Financial Alliance increased its UnitedHealth (UNH) stake by 0.31% in Q2 2026, buying an estimated $3.71K and bringing the position to 3,219 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #118.

Founders Financial Alliance first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2021. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Founders Financial Alliance held 3,219 shares of UnitedHealth worth $1.34M as of Q2 2026.
  • Founders Financial Alliance bought 10 UnitedHealth shares in Q2 2026, an estimated $3.71K.
  • UnitedHealth made up 0.18% of Founders Financial Alliance's portfolio in Q2 2026, its #118 holding.
  • Founders Financial Alliance first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's UnitedHealth position peaked at $1.38M in Q4 2021.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.