F/M Investments’s UnitedHealth UNH Stock Holding History

F/M Investments’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	$3.34M	Buy	8,043 +897	+13%	+$332K	0.17%	96
2026 Q1	$1.93M	Sell	7,146 -22,278	-76%	-$6.63M	0.13%	107
2025 Q4	$9.71M	Buy	29,424 +17,660	+150%	+$5.98M	0.37%	60
2025 Q3	$4.06M	Buy	11,764 +2,785	+31%	+$842K	0.16%	160
2025 Q2	$2.8M	Sell	8,979 -20,257	-69%	-$7.74M	0.1%	197
2025 Q1	$15.3M	Sell	29,236 -36,578	-56%	-$18.7M	0.61%	31
2024 Q4	$33.3M	Sell	65,814 -10,051	-13%	-$5.71M	1.23%	15
2024 Q3	$44.4M	Sell	75,865 -1,198	-2%	-$678K	1.39%	11
2024 Q2	$39.2M	Buy	+77,063	New	+$37.8M	1.42%	9
2023 Q1	–	Sell	-4,493	Closed	-$2.38M	–	71
2022 Q4	$2.38M	Buy	+4,493	New	+$2.38M	2.88%	8
2022 Q2	–	Sell	-5,365	Closed	-$2.74M	–	92
2022 Q1	$2.74M	Buy	+5,365	New	+$2.59M	2.21%	12

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

F/M Investments's UNH Position: Q2 2026 in Review

F/M Investments increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $332K and bringing the position to 8,043 shares worth $3.34M. The position accounts for 0.17% of the portfolio, ranked #96.

F/M Investments first reported a position in UNH in Q1 2022 and has held it in 11 quarters since. The position peaked at $44.4M in Q3 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

F/M Investments held 8,043 shares of UnitedHealth worth $3.34M as of Q2 2026.
F/M Investments bought 897 UnitedHealth shares in Q2 2026, an estimated $332K.
UnitedHealth made up 0.17% of F/M Investments's portfolio in Q2 2026, its #96 holding.
F/M Investments first reported a position in UnitedHealth in Q1 2022 and has held it in 11 quarters since.
F/M Investments's UnitedHealth position peaked at $44.4M in Q3 2024.
3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.