DB Fitzpatrick & Co’s UnitedHealth UNH Stock Holding History

DB Fitzpatrick & Co’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	$2.15M	Sell	5,176 -92	-2%	-$34.1K	1.74%	9
2026 Q1	$1.43M	Buy	5,268 +556	+12%	+$166K	1.22%	23
2025 Q4	$1.56M	Sell	4,712 -527	-10%	-$179K	1.38%	14
2025 Q3	$1.81M	Buy	5,239 +2,860	+120%	+$865K	1.64%	11
2025 Q2	$742K	Buy	2,379 +152	+7%	+$58.1K	0.66%	44
2025 Q1	$1.17M	Buy	2,227 +569	+34%	+$291K	1.11%	24
2024 Q4	$839K	Buy	+1,658	New	+$942K	0.77%	44

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

DB Fitzpatrick & Co's UNH Position: Q2 2026 in Review

DB Fitzpatrick & Co reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $34.1K and leaving 5,176 shares worth $2.15M. The position accounts for 1.74% of the portfolio, ranked #9.

DB Fitzpatrick & Co first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

DB Fitzpatrick & Co held 5,176 shares of UnitedHealth worth $2.15M as of Q2 2026.
DB Fitzpatrick & Co sold 92 UnitedHealth shares in Q2 2026, an estimated $34.1K.
UnitedHealth made up 1.74% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #9 holding.
DB Fitzpatrick & Co first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
1,462 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.