Frazier Financial Advisors’s UnitedHealth UNH Stock Holding History

Frazier Financial Advisors’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 Q1	$361K	Buy	1,333 +35	+3%	+$10.4K	0.2%	44
2025 Q4	$428K	Buy	1,298 +449	+53%	+$152K	0.25%	40
2025 Q3	$293K	Buy	849 +238	+39%	+$72K	0.18%	44
2025 Q2	$191K	Sell	611 -6	-1%	-$2.29K	0.13%	62
2025 Q1	$323K	Buy	617 +7	+1%	+$3.58K	0.25%	37
2024 Q4	$310K	Sell	610 -7	-1%	-$3.98K	0.25%	37
2024 Q3	$361K	Sell	617 -25	-4%	-$14.1K	0.28%	37
2024 Q2	$327K	Buy	642 +22	+4%	+$10.8K	0.26%	39
2024 Q1	$307K	Sell	620 -51	-8%	-$25.9K	0.25%	39
2023 Q4	$353K	Buy	+671	New	+$358K	0.31%	33

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Frazier Financial Advisors's UNH Position: Q1 2026 in Review

Frazier Financial Advisors increased its UnitedHealth (UNH) stake by 2.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,333 shares worth $361K. The position accounts for 0.2% of the portfolio, ranked #44.

Frazier Financial Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $428K in Q4 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Frazier Financial Advisors held 1,333 shares of UnitedHealth worth $361K as of Q1 2026.
Frazier Financial Advisors bought 35 UnitedHealth shares in Q1 2026, an estimated $10.4K.
UnitedHealth made up 0.2% of Frazier Financial Advisors's portfolio in Q1 2026, its #44 holding.
Frazier Financial Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Frazier Financial Advisors's UnitedHealth position peaked at $428K in Q4 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.