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Advus Financial Partners, LLC’s UnitedHealth UNH Stock Holding History

Advus Financial Partners, LLC’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 		$502K Buy
1,208
+261
+28% +$96.7K 0.11% 129
2026
Q1 		$256K Sell
947
-232
-20% -$69.1K 0.06% 205
2025
Q4 		$389K Buy
1,179
+66
+6% +$22.4K 0.09% 152
2025
Q3 		$384K Sell
1,113
-109
-9% -$33K 0.09% 159
2025
Q2 		$381K Sell
1,222
-153
-11% -$58.5K 0.1% 153
2025
Q1 		$720K Sell
1,375
-133
-9% -$68K 0.2% 75
2024
Q4 		$763K Buy
1,508
+133
+10% +$75.6K 0.21% 65
2024
Q3 		$804K Buy
1,375
+129
+10% +$73K 0.23% 66
2024
Q2 		$634K Sell
1,246
-36
-3% -$17.6K 0.19% 74
2024
Q1 		$634K Sell
1,282
-80
-6% -$40.7K 0.2% 71
2023
Q4 		$717K Buy
1,362
+18
+1% +$9.6K 0.25% 58
2023
Q3 		$677K Sell
1,344
-329
-20% -$162K 0.27% 60
2023
Q2 		$804K Buy
1,673
+35
+2% +$17.1K 0.31% 50
2023
Q1 		$774K Sell
1,638
-216
-12% -$104K 0.32% 51
2022
Q4 		$983K Sell
1,854
-33
-2% -$17.5K 0.43% 37
2022
Q3 		$953K Buy
1,887
+213
+13% +$112K 0.51% 35
2022
Q2 		$860K Buy
1,674
+132
+9% +$66.3K 0.45% 36
2022
Q1 		$787K Buy
+1,542
New +$744K 0.4% 40
2021
Q3 		$749K Buy
+1,491
New +$618K 0.41% 33

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

Advus Financial Partners, LLC's UNH Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its UnitedHealth (UNH) stake by 28% in Q2 2026, buying an estimated $96.7K and bringing the position to 1,208 shares worth $502K. The position accounts for 0.11% of the portfolio, ranked #129.

Advus Financial Partners, LLC first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $983K in Q4 2022. 3,372 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Advus Financial Partners, LLC held 1,208 shares of UnitedHealth worth $502K as of Q2 2026.
  • Advus Financial Partners, LLC bought 261 UnitedHealth shares in Q2 2026, an estimated $96.7K.
  • UnitedHealth made up 0.11% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #129 holding.
  • Advus Financial Partners, LLC first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's UnitedHealth position peaked at $983K in Q4 2022.
  • 3,372 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.