FAI Advisors, Inc.’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$266K Buy
724
+101
+16% +$40.7K 0.1% 142
2026
Q2
$259K Buy
+623
New +$231K 0.1% 146
2025
Q2
– Sell
-626
Closed -$328K – 166
2025
Q1
$328K Sell
626
-91
-13% -$46.5K 0.17% 95
2024
Q4
$363K Buy
+717
New +$407K 0.16% 97

Other funds holding UNH

FAI Advisors, Inc.'s UNH Position: Q3 2026 in Review

FAI Advisors, Inc. increased its UnitedHealth (UNH) stake by 16% in Q3 2026, buying an estimated $40.7K and bringing the position to 724 shares worth $266K. The position accounts for 0.1% of the portfolio, ranked #142.

FAI Advisors, Inc. first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $363K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • FAI Advisors, Inc. held 724 shares of UnitedHealth worth $266K as of Q3 2026.
  • FAI Advisors, Inc. bought 101 UnitedHealth shares in Q3 2026, an estimated $40.7K.
  • UnitedHealth made up 0.1% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #142 holding.
  • FAI Advisors, Inc. first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • FAI Advisors, Inc.'s UnitedHealth position peaked at $363K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.