Fragasso Financial Advisors’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 | $3.11M | Buy |
7,494
+132
| +2% | +$48.9K | 0.17% | 57 |
|
|
2026
Q1 | $2.07M | Sell |
7,362
-215
| -3% | -$64K | 0.12% | 74 |
|
|
2025
Q4 | $2.5M | Sell |
7,577
-571
| -7% | -$194K | 0.15% | 62 |
|
|
2025
Q3 | $2.93M | Sell |
8,148
-137
| -2% | -$41.4K | 0.18% | 53 |
|
|
2025
Q2 | $2.58M | Sell |
8,285
-646
| -7% | -$247K | 0.17% | 62 |
|
|
2025
Q1 | $4.68M | Sell |
8,931
-5,688
| -39% | -$2.91M | 0.35% | 33 |
|
|
2024
Q4 | $7.39M | Sell |
14,619
-1,418
| -9% | -$806K | 0.56% | 24 |
|
|
2024
Q3 | $9.38M | Sell |
16,037
-384
| -2% | -$217K | 0.72% | 19 |
|
|
2024
Q2 | $8.36M | Buy |
16,421
+482
| +3% | +$236K | 0.69% | 21 |
|
|
2024
Q1 | $7.88M | Sell |
15,939
-57
| -0.4% | -$29K | 0.67% | 22 |
|
|
2023
Q4 | $8.42M | Sell |
15,996
-1,439
| -8% | -$767K | 0.77% | 19 |
|
|
2023
Q3 | $8.79M | Buy |
17,435
+71
| +0.4% | +$34.9K | 0.92% | 16 |
|
|
2023
Q2 | $8.35M | Sell |
17,364
-1,636
| -9% | -$800K | 0.89% | 17 |
|
|
2023
Q1 | $8.98M | Buy |
19,000
+308
| +2% | +$149K | 1.02% | 20 |
|
|
2022
Q4 | $9.91M | Buy |
18,692
+451
| +2% | +$239K | 1.15% | 17 |
|
|
2022
Q3 | $9.21M | Sell |
18,241
-398
| -2% | -$209K | 1.31% | 12 |
|
|
2022
Q2 | $9.57M | Buy |
18,639
+536
| +3% | +$269K | 1.29% | 12 |
|
|
2022
Q1 | $9.23M | Buy |
18,103
+99
| +0.5% | +$47.7K | 1.09% | 15 |
|
|
2021
Q4 | $9.04M | Buy |
18,004
+837
| +5% | +$379K | 1.07% | 15 |
|
|
2021
Q3 | $6.71M | Buy |
17,167
+1,541
| +10% | +$638K | 0.89% | 22 |
|
|
2021
Q2 | $6.26M | Buy |
15,626
+1,526
| +11% | +$608K | 0.84% | 24 |
|
|
2021
Q1 | $5.25M | Buy |
14,100
+736
| +6% | +$255K | 0.74% | 31 |
|
|
2020
Q4 | $4.69M | Buy |
13,364
+262
| +2% | +$87.8K | 0.7% | 32 |
|
|
2020
Q3 | $4.08M | Buy |
13,102
+267
| +2% | +$82K | 0.68% | 35 |
|
|
2020
Q2 | $4.07M | Buy |
12,835
+8
| +0.1% | +$2.29K | 0.69% | 35 |
|
|
2020
Q1 | $3.2M | Buy |
12,827
+527
| +4% | +$145K | 0.73% | 31 |
|
|
2019
Q4 | $3.62M | Buy |
12,300
+931
| +8% | +$244K | 0.61% | 43 |
|
|
2019
Q3 | $2.47M | Buy |
11,369
+302
| +3% | +$72.9K | 0.46% | 55 |
|
|
2019
Q2 | $2.7M | Buy |
11,067
+717
| +7% | +$172K | 0.53% | 52 |
|
|
2019
Q1 | $2.56M | Buy |
10,350
+2,380
| +30% | +$607K | 0.55% | 53 |
|
|
2018
Q4 | $1.99M | Buy |
7,970
+346
| +5% | +$91.4K | 0.44% | 48 |
|
|
2018
Q3 | $2.08M | Buy |
7,624
+870
| +13% | +$226K | 0.5% | 40 |
|
|
2018
Q2 | $1.66M | Sell |
6,754
-185
| -3% | -$44.4K | 0.43% | 34 |
|
|
2018
Q1 | $1.49M | Buy |
6,939
+183
| +3% | +$41.8K | 0.37% | 42 |
|
|
2017
Q4 | $1.49M | Buy |
6,756
+1,034
| +18% | +$219K | 0.36% | 46 |
|
|
2017
Q3 | $1.12M | Buy |
+5,722
| New | +$1.11M | 0.34% | 49 |
|
Other funds holding UNH
PAM
DC
ATO
Fragasso Financial Advisors's UNH Position: Q2 2026 in Review
Fragasso Financial Advisors increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $48.9K and bringing the position to 7,494 shares worth $3.11M. The position accounts for 0.17% of the portfolio, ranked #57.
Fragasso Financial Advisors first reported a position in UNH in Q3 2017 and has held it in 36 quarters since. The position peaked at $9.91M in Q4 2022. 1,095 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Fragasso Financial Advisors held 7,494 shares of UnitedHealth worth $3.11M as of Q2 2026.
- Fragasso Financial Advisors bought 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
- UnitedHealth made up 0.17% of Fragasso Financial Advisors's portfolio in Q2 2026, its #57 holding.
- Fragasso Financial Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 36 quarters since.
- Fragasso Financial Advisors's UnitedHealth position peaked at $9.91M in Q4 2022.
- 1,095 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.