FWL Investment Management’s UnitedHealth UNH Stock Holding History

FWL Investment 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	$8.31K	Buy	+20	New	+$7.41K	﹤0.01%	321
2026 Q1	–	Sell	-76	Closed	-$25.1K	–	409
2025 Q4	$25.1K	Buy	+76	New	+$25.8K	0.01%	206
2025 Q3	–	Sell	-10	Closed	-$3.12K	–	381
2025 Q2	$3.12K	Sell	10 -4,015	-100%	-$1.53M	﹤0.01%	278
2025 Q1	$2.11M	Sell	4,025 -186	-4%	-$95.1K	0.78%	31
2024 Q4	$2.13M	Buy	4,211 +153	+4%	+$86.9K	0.78%	31
2024 Q3	$2.37M	Buy	4,058 +3,846	+1,814%	+$2.18M	0.91%	31
2024 Q2	$108K	Buy	212 +120	+130%	+$58.8K	0.05%	70
2024 Q1	$45.5K	Sell	92 -40	-30%	-$20.3K	0.03%	104
2023 Q4	$69.5K	Sell	132 -6	-4%	-$3.2K	0.04%	81
2023 Q3	$69.6K	Buy	+138	New	+$67.9K	0.05%	71
2023 Q1	–	Sell	-720	Closed	-$382K	–	189
2022 Q4	$382K	Buy	720 +43	+6%	+$22.8K	0.29%	33
2022 Q3	$342K	Buy	+677	New	+$356K	0.3%	34

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FWL Investment Management's UNH Position: Q2 2026 in Review

FWL Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 20 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #321 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in UNH as recently as Q4 2025.

FWL Investment Management first reported a position in UNH in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.37M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

FWL Investment Management held 20 shares of UnitedHealth worth $8.31K as of Q2 2026.
UnitedHealth was a new FWL Investment Management position in Q2 2026.
UnitedHealth made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #321 holding.
FWL Investment Management first reported a position in UnitedHealth in Q3 2022 and has held it in 12 quarters since.
FWL Investment Management's UnitedHealth position peaked at $2.37M in Q3 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.