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Holistic Financial Partners’s UnitedHealth UNH Stock Holding History

Holistic Financial Partners’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 		$331K Sell
795
-363
-31% -$135K 0.2% 71
2026
Q1 		$313K Sell
1,158
-256
-18% -$76.2K 0.12% 92
2025
Q4 		$467K Sell
1,414
-271
-16% -$91.8K 0.17% 63
2025
Q3 		$582K Buy
1,685
+340
+25% +$103K 0.24% 53
2025
Q2 		$420K Buy
1,345
+277
+26% +$106K 0.18% 64
2025
Q1 		$559K Buy
1,068
+33
+3% +$16.9K 0.27% 50
2024
Q4 		$524K Buy
1,035
+149
+17% +$84.7K 0.26% 50
2024
Q3 		$518K Sell
886
-138
-13% -$78.1K 0.25% 49
2024
Q2 		$521K Sell
1,024
-226
-18% -$111K 0.26% 45
2024
Q1 		$618K Sell
1,250
-33
-3% -$16.8K 0.31% 42
2023
Q4 		$675K Buy
1,283
+75
+6% +$40K 0.41% 37
2023
Q3 		$609K Sell
1,208
-29
-2% -$14.3K 0.4% 35
2023
Q2 		$595K Sell
1,237
-73
-6% -$35.7K 0.41% 36
2023
Q1 		$619K Buy
1,310
+132
+11% +$63.7K 0.48% 32
2022
Q4 		$625K Buy
1,178
+142
+14% +$75.2K 0.56% 27
2022
Q3 		$523K Buy
1,036
+22
+2% +$11.6K 0.52% 27
2022
Q2 		$521K Sell
1,014
-57
-5% -$28.6K 0.49% 30
2022
Q1 		$546K Buy
1,071
+80
+8% +$38.6K 0.35% 37
2021
Q4 		$498K Sell
991
-14
-1% -$6.34K 0.29% 47
2021
Q3 		$393K Sell
1,005
-6
-0.6% -$2.48K 0.24% 58
2021
Q2 		$405K Buy
1,011
+22
+2% +$8.77K 0.24% 60
2021
Q1 		$368K Sell
989
-98
-9% -$34K 0.24% 59
2020
Q4 		$381K Buy
1,087
+4
+0.4% +$1.34K 0.26% 52
2020
Q3 		$336K Buy
1,083
+228
+27% +$70K 0.27% 49
2020
Q2 		$252K Buy
+855
New +$245K 0.22% 61
2020
Q1 		– Sell
-791
Closed -$233K – 109
2019
Q4 		$233K Buy
+791
New +$207K 0.14% 92
2018
Q2 		– Sell
-86
Closed -$18K – 343
2018
Q1 		$18K Sell
86
-26
-23% -$5.94K 0.02% 281
2017
Q4 		$25K Buy
+112
New +$23.7K 0.02% 261

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 22.94% 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

Holistic Financial Partners's UNH Position: Q2 2026 in Review

Holistic Financial Partners reduced its UnitedHealth (UNH) stake by 31% in Q2 2026, selling an estimated $135K and leaving 795 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #71.

Holistic Financial Partners first reported a position in UNH in Q4 2017 and has held it in 28 quarters since. The position peaked at $675K in Q4 2023. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Holistic Financial Partners held 795 shares of UnitedHealth worth $331K as of Q2 2026.
  • Holistic Financial Partners sold 363 UnitedHealth shares in Q2 2026, an estimated $135K.
  • UnitedHealth made up 0.2% of Holistic Financial Partners's portfolio in Q2 2026, its #71 holding.
  • Holistic Financial Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 28 quarters since.
  • Holistic Financial Partners's UnitedHealth position peaked at $675K in Q4 2023.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.