Francis Financial’s UnitedHealth UNH Stock Holding History

Francis Financial’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	$253K	Buy	+609	New	+$226K	0.04%	120
2025 Q4	–	Sell	-585	Closed	-$331K	–	135
2025 Q3	$331K	Buy	+585	New	+$177K	0.06%	94
2025 Q2	–	Sell	-432	Closed	-$226K	–	99
2025 Q1	$226K	Sell	432 -500	-54%	-$256K	0.05%	85
2024 Q4	$325K	Buy	932 +302	+48%	+$172K	0.08%	72
2024 Q3	$368K	Buy	630 +42	+7%	+$23.8K	0.1%	62
2024 Q2	$299K	Buy	588 +128	+28%	+$62.7K	0.09%	70
2024 Q1	$228K	Buy	460 +5	+1%	+$2.54K	0.07%	67
2023 Q4	$240K	Buy	455 +57	+14%	+$30.4K	0.1%	52
2023 Q3	$201K	Buy	+398	New	+$196K	0.1%	48

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Francis Financial's UNH Position: Q2 2026 in Review

Francis Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 609 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings. This is a return to the name: Francis Financial previously reported a position in UNH as recently as Q3 2025.

Francis Financial first reported a position in UNH in Q3 2023 and has held it in 9 quarters since. The position peaked at $368K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Francis Financial held 609 shares of UnitedHealth worth $253K as of Q2 2026.
UnitedHealth was a new Francis Financial position in Q2 2026.
UnitedHealth made up 0.04% of Francis Financial's portfolio in Q2 2026, its #120 holding.
Francis Financial first reported a position in UnitedHealth in Q3 2023 and has held it in 9 quarters since.
Francis Financial's UnitedHealth position peaked at $368K in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.