Franklin Street 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 | $686K | Buy |
1,651
+48
| +3% | +$17.8K | 0.04% | 101 |
|
|
2026
Q1 | $434K | Sell |
1,603
-108
| -6% | -$32.2K | 0.03% | 111 |
|
|
2025
Q4 | $565K | Sell |
1,711
-20
| -1% | -$6.78K | 0.03% | 103 |
|
|
2025
Q3 | $598K | Sell |
1,731
-246
| -12% | -$74.4K | 0.03% | 96 |
|
|
2025
Q2 | $617K | Buy |
1,977
+24
| +1% | +$9.17K | 0.04% | 102 |
|
|
2025
Q1 | $1.02M | Sell |
1,953
-169
| -8% | -$86.4K | 0.07% | 83 |
|
|
2024
Q4 | $1.07M | Buy |
2,122
+257
| +14% | +$146K | 0.07% | 83 |
|
|
2024
Q3 | $1.09M | Sell |
1,865
-137
| -7% | -$77.5K | 0.07% | 79 |
|
|
2024
Q2 | $1.02M | Sell |
2,002
-317
| -14% | -$155K | 0.07% | 82 |
|
|
2024
Q1 | $1.15M | Buy |
2,319
+495
| +27% | +$252K | 0.08% | 70 |
|
|
2023
Q4 | $960K | Hold |
1,824
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $920K | Hold |
1,824
| – | – | 0.08% | 73 |
|
|
2023
Q2 | $877K | Hold |
1,824
| – | – | 0.07% | 77 |
|
|
2023
Q1 | $862K | Sell |
1,824
-307
| -14% | -$148K | 0.08% | 79 |
|
|
2022
Q4 | $1.13M | Sell |
2,131
-5
| -0.2% | -$2.65K | 0.11% | 74 |
|
|
2022
Q3 | $1.08M | Sell |
2,136
-80
| -4% | -$42.1K | 0.11% | 78 |
|
|
2022
Q2 | $1.14M | Sell |
2,216
-67
| -3% | -$33.6K | 0.11% | 78 |
|
|
2022
Q1 | $1.16M | Sell |
2,283
-175
| -7% | -$84.4K | 0.09% | 78 |
|
|
2021
Q4 | $1.23M | Sell |
2,458
-38
| -2% | -$17.2K | 0.09% | 74 |
|
|
2021
Q3 | $975K | Sell |
2,496
-115
| -4% | -$47.6K | 0.08% | 81 |
|
|
2021
Q2 | $1.05M | Sell |
2,611
-160
| -6% | -$63.8K | 0.09% | 79 |
|
|
2021
Q1 | $1.03M | Sell |
2,771
-95
| -3% | -$32.9K | 0.1% | 80 |
|
|
2020
Q4 | $1M | Hold |
2,866
| – | – | 0.1% | 80 |
|
|
2020
Q3 | $894K | Buy |
2,866
+450
| +19% | +$138K | 0.1% | 76 |
|
|
2020
Q2 | $713K | Sell |
2,416
-456
| -16% | -$131K | 0.08% | 82 |
|
|
2020
Q1 | $716K | Buy |
2,872
+168
| +6% | +$46.2K | 0.1% | 80 |
|
|
2019
Q4 | $795K | Sell |
2,704
-29
| -1% | -$7.59K | 0.09% | 86 |
|
|
2019
Q3 | $594K | Buy |
2,733
+201
| +8% | +$48.5K | 0.08% | 95 |
|
|
2019
Q2 | $618K | Buy |
2,532
+24
| +1% | +$5.77K | 0.08% | 95 |
|
|
2019
Q1 | $620K | Buy |
2,508
+1,391
| +125% | +$355K | 0.09% | 94 |
|
|
2018
Q4 | $278K | Hold |
1,117
| – | – | 0.04% | 122 |
|
|
2018
Q3 | $297K | Hold |
1,117
| – | – | 0.04% | 129 |
|
|
2018
Q2 | $274K | Sell |
1,117
-195
| -15% | -$46.8K | 0.04% | 129 |
|
|
2018
Q1 | $281K | Hold |
1,312
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $289K | Buy |
1,312
+137
| +12% | +$29K | 0.04% | 137 |
|
|
2017
Q3 | $230K | Hold |
1,175
| – | – | 0.04% | 136 |
|
|
2017
Q2 | $218K | Buy |
+1,175
| New | +$206K | 0.04% | 131 |
|
|
2016
Q3 | – | Sell |
-1,475
| Closed | -$208K | – | 192 |
|
|
2016
Q2 | $208K | Buy |
+1,475
| New | +$197K | 0.04% | 179 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$12K | – | 234 |
|
|
2015
Q1 | $12K | Sell |
100
-137
| -58% | -$15.2K | ﹤0.01% | 213 |
|
|
2014
Q4 | $24K | Buy |
+237
| New | +$22.5K | ﹤0.01% | 205 |
|
Other funds holding UNH
VAM
Franklin Street Advisors's UNH Position: Q2 2026 in Review
Franklin Street Advisors increased its UnitedHealth (UNH) stake by 3% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,651 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #101.
Franklin Street Advisors first reported a position in UNH in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.23M in Q4 2021. 1,795 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Franklin Street Advisors held 1,651 shares of UnitedHealth worth $686K as of Q2 2026.
- Franklin Street Advisors bought 48 UnitedHealth shares in Q2 2026, an estimated $17.8K.
- UnitedHealth made up 0.04% of Franklin Street Advisors's portfolio in Q2 2026, its #101 holding.
- Franklin Street Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 40 quarters since.
- Franklin Street Advisors's UnitedHealth position peaked at $1.23M in Q4 2021.
- 1,795 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Franklin Street Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.