Fagan Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.02M | Sell |
4,862
-2
| -0% | -$741 | 0.25% | 68 |
|
|
2026
Q1 | $1.32M | Sell |
4,864
-25
| -0.5% | -$7.45K | 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 | $3.73M | 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
Fagan Associates's UNH Position: Q2 2026 in Review
Fagan Associates reduced its UnitedHealth (UNH) stake by 0.04% in Q2 2026, selling an estimated $741 and leaving 4,862 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #68.
Fagan Associates first reported a position in UNH in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.21M in Q4 2020. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Fagan Associates held 4,862 shares of UnitedHealth worth $2.02M as of Q2 2026.
- Fagan Associates sold 2 UnitedHealth shares in Q2 2026, an estimated $741.
- UnitedHealth made up 0.25% of Fagan Associates's portfolio in Q2 2026, its #68 holding.
- Fagan Associates first reported a position in UnitedHealth in Q3 2018 and has held it in 32 quarters since.
- Fagan Associates's UnitedHealth position peaked at $4.21M in Q4 2020.
- 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Fagan Associates's 13F filing for Q2 2026, filed 4 Aug 2026.