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FSB Premier Wealth Management’s UnitedHealth UNH Stock Holding History

FSB Premier Wealth Management’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 		$396K Buy
1,464
+71
+5% +$21.1K 0.12% 157
2025
Q4 		$460K Sell
1,393
-540
-28% -$183K 0.15% 145
2025
Q3 		$667K Sell
1,933
-12
-0.6% -$3.63K 0.22% 111
2025
Q2 		$607K Buy
1,945
+10
+0.5% +$3.82K 0.22% 116
2025
Q1 		$1.01M Buy
1,935
+106
+6% +$54.2K 0.4% 72
2024
Q4 		$925K Buy
1,829
+50
+3% +$28.4K 0.37% 74
2024
Q3 		$1.04M Buy
1,779
+102
+6% +$57.7K 0.43% 65
2024
Q2 		$854K Buy
1,677
+49
+3% +$24K 0.39% 62
2024
Q1 		$806K Buy
1,628
+23
+1% +$11.7K 0.38% 62
2023
Q4 		$845K Buy
1,605
+65
+4% +$34.7K 0.42% 53
2023
Q3 		$777K Buy
1,540
+8
+0.5% +$3.94K 0.43% 51
2023
Q2 		$737K Sell
1,532
-5
-0.3% -$2.44K 0.4% 53
2023
Q1 		$726K Sell
1,537
-146
-9% -$70.5K 0.4% 52
2022
Q4 		$893K Sell
1,683
-142
-8% -$75.2K 0.49% 48
2022
Q3 		$921K Buy
1,825
+27
+2% +$14.2K 0.54% 42
2022
Q2 		$923K Buy
1,798
+1
+0.1% +$502 0.51% 46
2022
Q1 		$942K Sell
1,797
-236
-12% -$114K 0.47% 47
2021
Q4 		$1.02M Buy
2,033
+224
+12% +$101K 0.43% 42
2021
Q3 		$707K Sell
1,809
-118
-6% -$48.9K 0.35% 50
2021
Q2 		$771K Sell
1,927
-87
-4% -$34.7K 0.39% 41
2021
Q1 		$749K Sell
2,014
-124
-6% -$43K 0.4% 46
2020
Q4 		$749K Buy
+2,138
New +$717K 0.4% 46

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FSB Premier Wealth Management's UNH Position: Q1 2026 in Review

FSB Premier Wealth Management increased its UnitedHealth (UNH) stake by 5.1% in Q1 2026, buying an estimated $21.1K and bringing the position to 1,464 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #157.

FSB Premier Wealth Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • FSB Premier Wealth Management held 1,464 shares of UnitedHealth worth $396K as of Q1 2026.
  • FSB Premier Wealth Management bought 71 UnitedHealth shares in Q1 2026, an estimated $21.1K.
  • UnitedHealth made up 0.12% of FSB Premier Wealth Management's portfolio in Q1 2026, its #157 holding.
  • FSB Premier Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's UnitedHealth position peaked at $1.04M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.