FCH
UNH icon

Freestone Capital Holdings’s UnitedHealth UNH Stock Holding History

Freestone Capital Holdings’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 		– Sell
-400
Closed -$132K – 627
2025
Q4 		$132K Buy
+400
New +$136K ﹤0.01% 526
2017
Q1 		– Sell
-2,000
Closed -$320K – 375
2016
Q4 		$320K Buy
+2,000
New +$299K 0.03% 296

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

Freestone Capital Holdings's UNH Position: Q2 2026 in Review

Freestone Capital Holdings increased its UnitedHealth (UNH) stake by 4.1% in Q2 2026, buying an estimated $405K and bringing the position to 27,511 shares worth $11.4M. The position accounts for 0.3% of the portfolio, ranked #57.

Freestone Capital Holdings first reported a position in UNH in Q3 2013 and has held it in 40 quarters since. The position peaked at $29.5M in Q1 2022. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Freestone Capital Holdings held 27,511 shares of UnitedHealth worth $11.4M as of Q2 2026.
  • Freestone Capital Holdings bought 1,092 UnitedHealth shares in Q2 2026, an estimated $405K.
  • UnitedHealth made up 0.3% of Freestone Capital Holdings's portfolio in Q2 2026, its #57 holding.
  • Freestone Capital Holdings first reported a position in UnitedHealth in Q3 2013 and has held it in 40 quarters since.
  • Freestone Capital Holdings's UnitedHealth position peaked at $29.5M in Q1 2022.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.