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Showing 8 of 11 quarters

Position history for FWFocus Partners Wealth's holdings in UnitedHealth Group Incorporated

Yes. Focus Partners Wealth holds 223,546 shares of UNH (UnitedHealth Group), worth $92.9M, as of its Q2 2026 13F filing. It reduced the position by 9,056 shares (-3.9%) from Q1 2026. Focus Partners Wealth has held UNH in every 13F on record since Q4 2023, 11 quarterly filings. UNH is 0.1% of Focus Partners Wealth's reported 13F portfolio.

Current Value

$92.9M

Current Shares

223,546

Total Value Change

-$53.9M

Total Shares Change

-229,612

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
223,546
-3.9%
$92.9M0.1%$413.09
0
2026-Q1
Decreased
232,602
-5.1%
$63.2M0.1%$267.41
0
2025-Q4
Increased
245,168
+15.9%
$81M0.1%$323.71
34
2025-Q3
Decreased
211,562
-10.5%
$73.1M0.1%$336.34
0
2025-Q2
Decreased
236,451
-14.9%
$73.8M0.2%$301.97
0
2025-Q1
Increased
277,916
+4.9%
$145.6M0.4%$503.39
38
2024-Q4
Decreased
265,036
-41.5%
$134.1M0.3%$484.13
0
2024-Q3
Increased
453,158
+135.8%
$146.8M0.5%$557.43
58

Other major holders of UNH: VANGUARD GROUP INC, BlackRock, Inc.

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