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Freedom Financial Partners’s UnitedHealth UNH Stock Holding History

Freedom Financial Partners’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 		$482K Buy
1,780
+1
+0.1% +$298 0.17% 61
2025
Q4 		$587K Buy
+1,779
New +$603K 0.21% 52

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Charles Schwab
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Freedom Financial Partners's UNH Position: Q1 2026 in Review

Freedom Financial Partners increased its UnitedHealth (UNH) stake by 0.06% in Q1 2026, buying an estimated $298 and bringing the position to 1,780 shares worth $482K. The position accounts for 0.17% of the portfolio, ranked #61.

Freedom Financial Partners first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. The position peaked at $587K in Q4 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Freedom Financial Partners held 1,780 shares of UnitedHealth worth $482K as of Q1 2026.
  • Freedom Financial Partners bought 1 UnitedHealth share in Q1 2026, an estimated $298.
  • UnitedHealth made up 0.17% of Freedom Financial Partners's portfolio in Q1 2026, its #61 holding.
  • Freedom Financial Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
  • Freedom Financial Partners's UnitedHealth position peaked at $587K in Q4 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.