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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
Q2 		$466K Sell
1,120
-213
-16% -$78.9K 0.24% 38
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
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

Frazier Financial Advisors's UNH Position: Q2 2026 in Review

Frazier Financial Advisors reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $78.9K and leaving 1,120 shares worth $466K. The position accounts for 0.24% of the portfolio, ranked #38.

Frazier Financial Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Frazier Financial Advisors held 1,120 shares of UnitedHealth worth $466K as of Q2 2026.
  • Frazier Financial Advisors sold 213 UnitedHealth shares in Q2 2026, an estimated $78.9K.
  • UnitedHealth made up 0.24% of Frazier Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Frazier Financial Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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