FRG Family Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $467K | Sell |
1,725
-7
| -0.4% | -$2.08K | 0.08% | 115 |
|
|
2025
Q4 | $572K | Hold |
1,732
| – | – | 0.09% | 106 |
|
|
2025
Q3 | $598K | Hold |
1,732
| – | – | 0.1% | 103 |
|
|
2025
Q2 | $540K | Sell |
1,732
-55
| -3% | -$21K | 0.09% | 105 |
|
|
2025
Q1 | $936K | Hold |
1,787
| – | – | 0.18% | 83 |
|
|
2024
Q4 | $904K | Hold |
1,787
| – | – | 0.16% | 87 |
|
|
2024
Q3 | $1.04M | Hold |
1,787
| – | – | 0.19% | 81 |
|
|
2024
Q2 | $1.02M | Hold |
1,787
| – | – | 0.2% | 79 |
|
|
2024
Q1 | $864K | Hold |
1,787
| – | – | 0.17% | 84 |
|
|
2023
Q4 | $941K | Hold |
1,787
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $901K | Sell |
1,787
-203
| -10% | -$99.9K | 0.2% | 79 |
|
|
2023
Q2 | $956K | Buy |
1,990
+30
| +2% | +$14.7K | 0.21% | 78 |
|
|
2023
Q1 | $926K | Hold |
1,960
| – | – | 0.21% | 80 |
|
|
2022
Q4 | $1.04M | Hold |
1,960
| – | – | 0.25% | 74 |
|
|
2022
Q3 | $990K | Buy |
1,960
+7
| +0.4% | +$3.68K | 0.24% | 72 |
|
|
2022
Q2 | $1M | Hold |
1,953
| – | – | 0.23% | 69 |
|
|
2022
Q1 | $996K | Hold |
1,953
| – | – | 0.19% | 76 |
|
|
2021
Q4 | $981K | Sell |
1,953
-252
| -11% | -$114K | 0.18% | 77 |
|
|
2021
Q3 | $862K | Hold |
2,205
| – | – | 0.17% | 81 |
|
|
2021
Q2 | $883K | Buy |
2,205
+20
| +0.9% | +$7.97K | 0.17% | 84 |
|
|
2021
Q1 | $813K | Hold |
2,185
| – | – | 0.17% | 82 |
|
|
2020
Q4 | $766K | Hold |
2,185
| – | – | 0.17% | 80 |
|
|
2020
Q3 | $681K | Hold |
2,185
| – | – | 0.17% | 84 |
|
|
2020
Q2 | $644K | Hold |
2,185
| – | – | 0.17% | 85 |
|
|
2020
Q1 | $545K | Hold |
2,185
| – | – | 0.17% | 82 |
|
|
2019
Q4 | $642K | Hold |
2,185
| – | – | 0.16% | 85 |
|
|
2019
Q3 | $475K | Hold |
2,185
| – | – | 0.12% | 91 |
|
|
2019
Q2 | $533K | Hold |
2,185
| – | – | 0.14% | 91 |
|
|
2019
Q1 | $540K | Hold |
2,185
| – | – | 0.15% | 91 |
|
|
2018
Q4 | $544K | Sell |
2,185
-730
| -25% | -$193K | 0.18% | 91 |
|
|
2018
Q3 | $776K | Hold |
2,915
| – | – | 0.21% | 91 |
|
|
2018
Q2 | $715K | Hold |
2,915
| – | – | 0.21% | 89 |
|
|
2018
Q1 | $624K | Hold |
2,915
| – | – | 0.21% | 96 |
|
|
2017
Q4 | $643K | Hold |
2,915
| – | – | 0.21% | 97 |
|
|
2017
Q3 | $571K | Buy |
2,915
+230
| +9% | +$44.4K | 0.2% | 98 |
|
|
2017
Q2 | $498K | Sell |
2,685
-90
| -3% | -$15.8K | 0.18% | 102 |
|
|
2017
Q1 | $458K | Hold |
2,775
| – | – | 0.18% | 101 |
|
|
2016
Q4 | $444K | Hold |
2,775
| – | – | 0.19% | 98 |
|
|
2016
Q3 | $389K | Hold |
2,775
| – | – | 0.18% | 101 |
|
|
2016
Q2 | $392K | Hold |
2,775
| – | – | 0.18% | 99 |
|
|
2016
Q1 | $360K | Hold |
2,775
| – | – | 0.17% | 98 |
|
|
2015
Q4 | $326K | Buy |
+2,775
| New | +$324K | 0.16% | 102 |
|
Other funds holding UNH
VCM
VPM
FRG Family Wealth Advisors's UNH Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its UnitedHealth (UNH) stake by 0.4% in Q1 2026, selling an estimated $2.08K and leaving 1,725 shares worth $467K. The position accounts for 0.08% of the portfolio, ranked #115.
FRG Family Wealth Advisors first reported a position in UNH in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.04M in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- FRG Family Wealth Advisors held 1,725 shares of UnitedHealth worth $467K as of Q1 2026.
- FRG Family Wealth Advisors sold 7 UnitedHealth shares in Q1 2026, an estimated $2.08K.
- UnitedHealth made up 0.08% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #115 holding.
- FRG Family Wealth Advisors first reported a position in UnitedHealth in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's UnitedHealth position peaked at $1.04M in Q3 2024.
- 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.