Frederick Financial Consultants’s UnitedHealth UNH Stock Holding History

Frederick Financial Consultants’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	$205K	Sell	758 -7	-0.9%	-$2.08K	0.1%	104
2025 Q4	$253K	Sell	765 -94	-11%	-$31.9K	0.14%	91
2025 Q3	$297K	Buy	859 +24	+3%	+$7.26K	0.17%	73
2025 Q2	$260K	Buy	835 +90	+12%	+$34.4K	0.16%	80
2025 Q1	$390K	Buy	745 +209	+39%	+$107K	0.28%	56
2024 Q4	$271K	Buy	+536	New	+$305K	0.22%	66

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

Frederick Financial Consultants's UNH Position: Q1 2026 in Review

Frederick Financial Consultants reduced its UnitedHealth (UNH) stake by 0.92% in Q1 2026, selling an estimated $2.08K and leaving 758 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #104.

Frederick Financial Consultants first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $390K in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Frederick Financial Consultants held 758 shares of UnitedHealth worth $205K as of Q1 2026.
Frederick Financial Consultants sold 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
UnitedHealth made up 0.1% of Frederick Financial Consultants's portfolio in Q1 2026, its #104 holding.
Frederick Financial Consultants first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's UnitedHealth position peaked at $390K in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.