Fagan Associates
UNH icon

Fagan Associates’s UnitedHealth UNH Stock Holding History

Fagan Associates’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
Q3 		$1.83M Buy
4,987
+125
+3% +$50.3K 0.21% 76
2026
Q2 		$2.02M Sell
4,862
-2
-0% -$741 0.25% 68
2026
Q1 		$1.32M Sell
4,864
-25
-0.5% -$7.44K 0.18% 77
2025
Q4 		$1.61M Sell
4,889
-205
-4% -$69.5K 0.22% 71
2025
Q3 		$1.76M Sell
5,094
-922
-15% -$279K 0.24% 72
2025
Q2 		$1.88M Sell
6,016
-1
-0% -$382 0.29% 68
2025
Q1 		$3.15M Buy
6,017
+165
+3% +$84.3K 0.53% 57
2024
Q4 		$2.96M Sell
5,852
-140
-2% -$79.5K 0.47% 61
2024
Q3 		$3.5M Buy
5,992
+20
+0.3% +$11.3K 0.59% 53
2024
Q2 		$3.04M Buy
5,972
+87
+1% +$42.6K 0.53% 56
2024
Q1 		$2.91M Buy
5,885
+673
+13% +$342K 0.55% 56
2023
Q4 		$2.74M Buy
5,212
+432
+9% +$230K 0.6% 45
2023
Q3 		$2.41M Buy
4,780
+1,069
+29% +$526K 0.58% 45
2023
Q2 		$1.78M Buy
3,711
+2,677
+259% +$1.31M 0.43% 50
2023
Q1 		$489K Hold
1,034
– – 0.12% 88
2022
Q4 		$548K Buy
1,034
+12
+1% +$6.36K 0.15% 90
2022
Q3 		$516K Hold
1,022
– – 0.14% 84
2022
Q2 		$525K Hold
1,022
– – 0.14% 86
2022
Q1 		$521K Hold
1,022
– – 0.11% 98
2021
Q4 		$513K Hold
1,022
– – 0.1% 97
2021
Q3 		$399K Buy
1,022
+22
+2% +$9.11K 0.09% 98
2021
Q2 		$400K Hold
1,000
– – 0.09% 104
2021
Q1 		$372K Sell
1,000
-11,007
-92% -$3.81M 0.09% 99
2020
Q4 		$4.21M Buy
12,007
+60
+0.5% +$20.1K 1.06% 28
2020
Q3 		$3.72M Buy
11,947
+220
+2% +$67.6K 1.07% 26
2020
Q2 		$3.46M Buy
11,727
+2,080
+22% +$596K 1.1% 28
2020
Q1 		$2.41M Buy
9,647
+1,390
+17% +$383K 0.96% 30
2019
Q4 		$2.43M Buy
8,257
+50
+0.6% +$13.1K 0.79% 37
2019
Q3 		$1.78M Buy
8,207
+520
+7% +$125K 0.69% 43
2019
Q2 		$1.88M Buy
7,687
+891
+13% +$214K 0.76% 38
2019
Q1 		$1.68M Buy
6,796
+5,363
+374% +$1.37M 0.72% 40
2018
Q4 		$357K Buy
1,433
+38
+3% +$10K 0.18% 92
2018
Q3 		$371K Buy
+1,395
New +$363K 0.15% 100

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fagan Associates's UNH Position: Q3 2026 in Review

Fagan Associates increased its UnitedHealth (UNH) stake by 2.6% in Q3 2026, buying an estimated $50.3K and bringing the position to 4,987 shares worth $1.83M. The position accounts for 0.21% of the portfolio, ranked #76.

Fagan Associates first reported a position in UNH in Q3 2018 and has held it in 33 quarters since. The position peaked at $4.21M in Q4 2020. 1,024 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Fagan Associates held 4,987 shares of UnitedHealth worth $1.83M as of Q3 2026.
  • Fagan Associates bought 125 UnitedHealth shares in Q3 2026, an estimated $50.3K.
  • UnitedHealth made up 0.21% of Fagan Associates's portfolio in Q3 2026, its #76 holding.
  • Fagan Associates first reported a position in UnitedHealth in Q3 2018 and has held it in 33 quarters since.
  • Fagan Associates's UnitedHealth position peaked at $4.21M in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Fagan Associates's 13F filing for Q3 2026, filed 13 Oct 2026.