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Future Financial Wealth Management’s UnitedHealth UNH Stock Holding History

Future Financial 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
Q2 		$698K Sell
1,647
-489
-23% -$181K 0.43% 44
2026
Q1 		$671K Buy
2,136
+75
+4% +$22.3K 0.43% 45
2025
Q4 		$698K Buy
2,061
+300
+17% +$102K 0.47% 44
2025
Q3 		$608K Buy
1,761
+275
+19% +$83.2K 0.38% 48
2025
Q2 		$464K Buy
1,486
+925
+165% +$354K 0.32% 63
2025
Q1 		$294K Hold
561
– – 0.22% 81
2024
Q4 		$284K Sell
561
-500
-47% -$284K 0.21% 85
2024
Q3 		$620K Hold
1,061
– – 0.44% 49
2024
Q2 		$540K Buy
1,061
+50
+5% +$24.5K 0.48% 49
2024
Q1 		$500K Sell
1,011
-215
-18% -$109K 0.38% 56
2023
Q4 		$646K Buy
1,226
+131
+12% +$69.9K 0.64% 39
2023
Q3 		$552K Buy
1,095
+1
+0.1% +$492 0.61% 43
2023
Q2 		$526K Buy
1,094
+136
+14% +$66.5K 0.55% 47
2023
Q1 		$474K Buy
958
+105
+12% +$50.7K 0.52% 52
2022
Q4 		$452K Buy
853
+402
+89% +$213K 0.51% 59
2022
Q3 		$232K Buy
451
+1
+0.2% +$526 0.27% 94
2022
Q2 		$230K Hold
450
– – 0.22% 113
2022
Q1 		$230K Sell
450
-22
-5% -$10.6K 0.19% 113
2021
Q4 		$237K Buy
+472
New +$214K 0.19% 109

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

Future Financial Wealth Management's UNH Position: Q2 2026 in Review

Future Financial Wealth Management reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $181K and leaving 1,647 shares worth $698K. The position accounts for 0.43% of the portfolio, ranked #44.

Future Financial Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Future Financial Wealth Management held 1,647 shares of UnitedHealth worth $698K as of Q2 2026.
  • Future Financial Wealth Management sold 489 UnitedHealth shares in Q2 2026, an estimated $181K.
  • UnitedHealth made up 0.43% of Future Financial Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Future Financial Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.