FH
UNH icon

FWG Holdings’s UnitedHealth UNH Stock Holding History

FWG 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
Q2 		$647K Buy
+1,538
New +$570K 0.22% 75
2025
Q2 		– Sell
-1,414
Closed -$579K – 112
2025
Q1 		$579K Sell
1,414
-51
-3% -$26.1K 0.28% 62
2024
Q4 		$803K Buy
1,465
+18
+1% +$10.2K 0.39% 44
2024
Q3 		$818K Sell
1,447
-38
-3% -$21.5K 0.41% 37
2024
Q2 		$824K Buy
1,485
+223
+18% +$109K 0.41% 42
2024
Q1 		$640K Sell
1,262
-17
-1% -$8.64K 0.34% 43
2023
Q4 		$686K Buy
1,279
+89
+7% +$47.5K 0.41% 35
2023
Q3 		$606K Buy
1,190
+3
+0.3% +$1.48K 0.4% 41
2023
Q2 		$606K Buy
1,187
+72
+6% +$35.2K 0.38% 43
2023
Q1 		$527K Sell
1,115
-128
-10% -$61.8K 0.38% 44
2022
Q4 		$659K Buy
1,243
+345
+38% +$183K 0.46% 42
2022
Q3 		$453K Sell
898
-38
-4% -$20K 0.34% 50
2022
Q2 		$481K Sell
936
-60
-6% -$30.1K 0.41% 41
2022
Q1 		$508K Sell
996
-5
-0.5% -$2.41K 0.39% 42
2021
Q4 		$499K Sell
1,001
-8
-0.8% -$3.62K 0.37% 41
2021
Q3 		$394K Buy
1,009
+53
+6% +$22K 0.34% 47
2021
Q2 		$383K Buy
+956
New +$381K 0.34% 45

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

FWG Holdings's UNH Position: Q2 2026 in Review

FWG Holdings opened a new position in UnitedHealth (UNH) in Q2 2026: 1,538 shares worth $647K. The stake represents 0.22% of the portfolio and ranks #75 among its holdings. This is a return to the name: FWG Holdings previously reported a position in UNH as recently as Q1 2025.

FWG Holdings first reported a position in UNH in Q2 2021 and has held it in 17 quarters since. The position peaked at $824K in Q2 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • FWG Holdings held 1,538 shares of UnitedHealth worth $647K as of Q2 2026.
  • UnitedHealth was a new FWG Holdings position in Q2 2026.
  • UnitedHealth made up 0.22% of FWG Holdings's portfolio in Q2 2026, its #75 holding.
  • FWG Holdings first reported a position in UnitedHealth in Q2 2021 and has held it in 17 quarters since.
  • FWG Holdings's UnitedHealth position peaked at $824K in Q2 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.