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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FWL Investment Management's UNH Position: Q1 2026 in Review

FWL Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 76 shares — an estimated $25.1K sold.

FWL Investment Management first reported a position in UNH in Q3 2022 and held it in 11 quarters. The position peaked at $2.37M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

FWL Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
FWL Investment Management sold 76 UnitedHealth shares in Q1 2026, an estimated $25.1K.
FWL Investment Management first reported a position in UnitedHealth in Q3 2022 and held it in 11 quarters.
FWL Investment Management's UnitedHealth position peaked at $2.37M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.