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FSM Wealth Advisors’s UnitedHealth UNH Stock Holding History

FSM Wealth Advisors’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 		$1.21M Buy
2,903
+563
+24% +$209K 0.13% 94
2026
Q1 		$633K Sell
2,340
-152
-6% -$45.3K 0.08% 136
2025
Q4 		$823K Sell
2,492
-113
-4% -$38.3K 0.11% 106
2025
Q3 		$899K Buy
2,605
+1,562
+150% +$472K 0.13% 99
2025
Q2 		$317K Sell
1,043
-2,461
-70% -$941K 0.05% 211
2025
Q1 		$1.84M Sell
3,504
-57
-2% -$29.1K 0.41% 40
2024
Q4 		$1.82M Sell
3,561
-193
-5% -$110K 0.45% 40
2024
Q3 		$2.19M Buy
3,754
+326
+10% +$184K 0.58% 32
2024
Q2 		$1.75M Sell
3,428
-99
-3% -$48.5K 0.59% 34
2024
Q1 		$1.74M Sell
3,527
-85
-2% -$43.2K 0.62% 33
2023
Q4 		$1.9M Buy
3,612
+15
+0.4% +$8K 0.81% 30
2023
Q3 		$1.81M Sell
3,597
-356
-9% -$175K 0.91% 28
2023
Q2 		$1.83M Buy
3,953
+307
+8% +$150K 0.92% 28
2023
Q1 		$1.72M Sell
3,646
-119
-3% -$57.4K 1% 28
2022
Q4 		$2M Buy
3,765
+68
+2% +$36K 1.42% 19
2022
Q3 		$1.87M Buy
3,697
+286
+8% +$150K 1.55% 16
2022
Q2 		$1.83M Buy
+3,411
New +$1.71M 1.81% 15

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FSM Wealth Advisors's UNH Position: Q2 2026 in Review

FSM Wealth Advisors increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $209K and bringing the position to 2,903 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #94.

FSM Wealth Advisors first reported a position in UNH in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.19M in Q3 2024. 1,858 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • FSM Wealth Advisors held 2,903 shares of UnitedHealth worth $1.21M as of Q2 2026.
  • FSM Wealth Advisors bought 563 UnitedHealth shares in Q2 2026, an estimated $209K.
  • UnitedHealth made up 0.13% of FSM Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • FSM Wealth Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's UnitedHealth position peaked at $2.19M in Q3 2024.
  • 1,858 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.