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FourThought Financial Partners’s UnitedHealth UNH Stock Holding History

FourThought Financial Partners’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 		$1.05M Buy
2,519
+79
+3% +$29.3K 0.08% 144
2026
Q1 		$660K Sell
2,440
-44
-2% -$13.1K 0.06% 162
2025
Q4 		$820K Sell
2,484
-771
-24% -$261K 0.07% 160
2025
Q3 		$1.12M Buy
3,255
+556
+21% +$168K 0.1% 129
2025
Q2 		$842K Sell
2,699
-15,493
-85% -$5.92M 0.08% 149
2025
Q1 		$9.53M Buy
18,192
+233
+1% +$119K 1% 31
2024
Q4 		$9.09M Sell
17,959
-159
-0.9% -$90.3K 0.94% 33
2024
Q3 		$10.6M Buy
18,118
+179
+1% +$101K 1.26% 23
2024
Q2 		$9.14M Buy
17,939
+945
+6% +$463K 1.18% 27
2024
Q1 		$8.41M Buy
16,994
+1,126
+7% +$572K 0.96% 31
2023
Q4 		$8.35M Sell
15,868
-168
-1% -$89.6K 1.05% 28
2023
Q3 		$8.09M Buy
16,036
+653
+4% +$321K 1.13% 30
2023
Q2 		$7.39M Buy
15,383
+952
+7% +$466K 0.97% 34
2023
Q1 		$6.82M Buy
14,431
+2,261
+19% +$1.09M 0.94% 35
2022
Q4 		$6.45M Buy
+12,170
New +$6.45M 0.93% 33

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FourThought Financial Partners's UNH Position: Q2 2026 in Review

FourThought Financial Partners increased its UnitedHealth (UNH) stake by 3.2% in Q2 2026, buying an estimated $29.3K and bringing the position to 2,519 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #144.

FourThought Financial Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • FourThought Financial Partners held 2,519 shares of UnitedHealth worth $1.05M as of Q2 2026.
  • FourThought Financial Partners bought 79 UnitedHealth shares in Q2 2026, an estimated $29.3K.
  • UnitedHealth made up 0.08% of FourThought Financial Partners's portfolio in Q2 2026, its #144 holding.
  • FourThought Financial Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • FourThought Financial Partners's UnitedHealth position peaked at $10.6M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.