Founders Financial Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $796K | Sell |
1,915
-2,317
| -55% | -$859K | 0.04% | 331 |
|
|
2026
Q1 | $1.3M | Sell |
4,232
-214
| -5% | -$63.7K | 0.07% | 243 |
|
|
2025
Q4 | $1.47M | Sell |
4,446
-114
| -3% | -$38.6K | 0.09% | 223 |
|
|
2025
Q3 | $1.57M | Sell |
4,560
-3,559
| -44% | -$1.08M | 0.11% | 184 |
|
|
2025
Q2 | $2.53M | Buy |
8,119
+738
| +10% | +$282K | 0.19% | 106 |
|
|
2025
Q1 | $3.1M | Buy |
7,381
+412
| +6% | +$211K | 0.26% | 86 |
|
|
2024
Q4 | $3.53M | Buy |
6,969
+10
| +0.1% | +$5.68K | 0.32% | 68 |
|
|
2024
Q3 | $4.07M | Sell |
6,959
-349
| -5% | -$197K | 0.38% | 62 |
|
|
2024
Q2 | $3.72M | Buy |
7,308
+387
| +6% | +$190K | 0.35% | 65 |
|
|
2024
Q1 | $3.42M | Sell |
6,921
-1,018
| -13% | -$518K | 0.36% | 63 |
|
|
2023
Q4 | $4.18M | Buy |
7,939
+1,456
| +22% | +$777K | 0.46% | 46 |
|
|
2023
Q3 | $3.27M | Buy |
6,483
+404
| +7% | +$199K | 0.42% | 58 |
|
|
2023
Q2 | $2.92M | Buy |
6,079
+3
| +0% | +$1.47K | 0.39% | 57 |
|
|
2023
Q1 | $2.87M | Buy |
6,076
+532
| +10% | +$257K | 0.41% | 57 |
|
|
2022
Q4 | $2.94M | Buy |
5,544
+203
| +4% | +$108K | 0.46% | 52 |
|
|
2022
Q3 | $2.7M | Sell |
5,341
-140
| -3% | -$73.6K | 0.48% | 47 |
|
|
2022
Q2 | $2.81M | Sell |
5,481
-18
| -0.3% | -$9.04K | 0.55% | 40 |
|
|
2022
Q1 | $2.8M | Buy |
5,499
+199
| +4% | +$96K | 0.5% | 48 |
|
|
2021
Q4 | $2.66M | Buy |
5,300
+28
| +0.5% | +$12.7K | 0.48% | 52 |
|
|
2021
Q3 | $2.06M | Buy |
5,272
+242
| +5% | +$100K | 0.41% | 54 |
|
|
2021
Q2 | $2.01M | Buy |
5,030
+7
| +0.1% | +$2.79K | 0.4% | 54 |
|
|
2021
Q1 | $1.87M | Buy |
5,023
+809
| +19% | +$280K | 0.43% | 43 |
|
|
2020
Q4 | $1.48M | Buy |
4,214
+488
| +13% | +$164K | 0.35% | 51 |
|
|
2020
Q3 | $1.16M | Hold |
3,726
| – | – | 0.37% | 46 |
|
|
2020
Q2 | $1.11M | Buy |
3,726
+919
| +33% | +$263K | 0.36% | 54 |
|
|
2020
Q1 | $700K | Buy |
2,807
+213
| +8% | +$58.6K | 0.26% | 56 |
|
|
2019
Q4 | $763K | Buy |
2,594
+139
| +6% | +$36.4K | 0.26% | 61 |
|
|
2019
Q3 | $534K | Buy |
2,455
+328
| +15% | +$79.1K | 0.17% | 89 |
|
|
2019
Q2 | $519K | Buy |
2,127
+359
| +20% | +$86.3K | 0.17% | 81 |
|
|
2019
Q1 | $407K | Buy |
1,768
+322
| +22% | +$82.1K | 0.13% | 89 |
|
|
2018
Q4 | $360K | Buy |
1,446
+211
| +17% | +$55.7K | 0.13% | 79 |
|
|
2018
Q3 | $329K | Buy |
1,235
+87
| +8% | +$22.6K | 0.09% | 90 |
|
|
2018
Q2 | $282K | Hold |
1,148
| – | – | 0.09% | 87 |
|
|
2018
Q1 | $246K | Hold |
1,148
| – | – | 0.08% | 95 |
|
|
2017
Q4 | $253K | Hold |
1,148
| – | – | 0.08% | 86 |
|
|
2017
Q3 | $225K | Hold |
1,148
| – | – | 0.08% | 85 |
|
|
2017
Q2 | $213K | Buy |
+1,148
| New | +$201K | 0.08% | 89 |
|
Other funds holding UNH
VAM
Founders Financial Securities's UNH Position: Q2 2026 in Review
Founders Financial Securities reduced its UnitedHealth (UNH) stake by 55% in Q2 2026, selling an estimated $859K and leaving 1,915 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #331.
Founders Financial Securities first reported a position in UNH in Q2 2017 and has held it in 37 quarters since. The position peaked at $4.18M in Q4 2023. 1,846 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Founders Financial Securities held 1,915 shares of UnitedHealth worth $796K as of Q2 2026.
- Founders Financial Securities sold 2,317 UnitedHealth shares in Q2 2026, an estimated $859K.
- UnitedHealth made up 0.04% of Founders Financial Securities's portfolio in Q2 2026, its #331 holding.
- Founders Financial Securities first reported a position in UnitedHealth in Q2 2017 and has held it in 37 quarters since.
- Founders Financial Securities's UnitedHealth position peaked at $4.18M in Q4 2023.
- 1,846 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.