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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
Q2 		$305K Sell
735
-23
-3% -$8.53K 0.13% 85
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
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 $3.37T AUM 44.26% 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

Frederick Financial Consultants's UNH Position: Q2 2026 in Review

Frederick Financial Consultants reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $8.53K and leaving 735 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #85.

Frederick Financial Consultants first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Frederick Financial Consultants held 735 shares of UnitedHealth worth $305K as of Q2 2026.
  • Frederick Financial Consultants sold 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
  • UnitedHealth made up 0.13% of Frederick Financial Consultants's portfolio in Q2 2026, its #85 holding.
  • Frederick Financial Consultants first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Frederick Financial Consultants's UnitedHealth position peaked at $390K in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.