CF
UNH icon

C.T. Fitzpatrick’s UnitedHealth UNH Stock Holding History

C.T. Fitzpatrick’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 		$28M Sell
67,309
-845,365
-93% -$313M 0.85% 21
2026
Q1 		$247M Sell
912,674
-170,593
-16% -$50.8M 6.55% 4
2025
Q4 		$358M Sell
1,083,267
-115,071
-10% -$39M 6.45% 5
2025
Q3 		$414M Sell
1,198,338
-24,487
-2% -$7.41M 7.5% 3
2025
Q2 		$395M Buy
1,222,825
+1,069,239
+696% +$409M 6.97% 4
2025
Q1 		$80.4M Buy
153,586
+40,097
+35% +$20.5M 1.51% 21
2024
Q4 		$57.4M Buy
+113,489
New +$64.5M 0.96% 23
2024
Q3 		– Sell
-167,470
Closed -$85.1M – 46
2024
Q2 		$85.1M Sell
167,470
-11,771
-7% -$5.77M 1.3% 23
2024
Q1 		$88.6M Buy
179,241
+73,997
+70% +$37.6M 1.29% 22
2023
Q4 		$55.5M Sell
105,244
-18,437
-15% -$9.83M 0.81% 30
2023
Q3 		$62.4M Buy
+123,681
New +$60.9M 0.95% 27
2020
Q1 		– Sell
-651
Closed -$191K – 53
2019
Q4 		$191K Buy
+651
New +$170K ﹤0.01% 51
2017
Q3 		– Sell
-579,873
Closed -$108M – 54
2017
Q2 		$108M Sell
579,873
-11,498
-2% -$2.02M 0.96% 30
2017
Q1 		$97M Sell
591,371
-6,123
-1% -$1M 0.84% 37
2016
Q4 		$95.6M Sell
597,494
-331,937
-36% -$49.6M 0.85% 34
2016
Q3 		$130M Buy
+929,431
New +$130M 1.2% 28

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

C.T. Fitzpatrick's UNH Position: Q2 2026 in Review

C.T. Fitzpatrick reduced its UnitedHealth (UNH) stake by 93% in Q2 2026, selling an estimated $313M and leaving 67,309 shares worth $28M. The position accounts for 0.85% of the portfolio, ranked #21.

C.T. Fitzpatrick first reported a position in UNH in Q3 2016 and has held it in 16 quarters since. The position peaked at $414M in Q3 2025. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • C.T. Fitzpatrick held 67,309 shares of UnitedHealth worth $28M as of Q2 2026.
  • C.T. Fitzpatrick sold 845,365 UnitedHealth shares in Q2 2026, an estimated $313M.
  • UnitedHealth made up 0.85% of C.T. Fitzpatrick's portfolio in Q2 2026, its #21 holding.
  • C.T. Fitzpatrick first reported a position in UnitedHealth in Q3 2016 and has held it in 16 quarters since.
  • C.T. Fitzpatrick's UnitedHealth position peaked at $414M in Q3 2025.
  • 3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Vulcan Value Partners's 13F filing for Q2 2026, filed 10 Aug 2026.