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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fagan Associates's UNH Position: Q1 2026 in Review

Fagan Associates reduced its UnitedHealth (UNH) stake by 0.51% in Q1 2026, selling an estimated $7.45K and leaving 4,864 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #77.

Fagan Associates first reported a position in UNH in Q3 2018 and has held it in 31 quarters since. The position peaked at $4.21M in Q4 2020. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fagan Associates held 4,864 shares of UnitedHealth worth $1.32M as of Q1 2026.
  • Fagan Associates sold 25 UnitedHealth shares in Q1 2026, an estimated $7.45K.
  • UnitedHealth made up 0.18% of Fagan Associates's portfolio in Q1 2026, its #77 holding.
  • Fagan Associates first reported a position in UnitedHealth in Q3 2018 and has held it in 31 quarters since.
  • Fagan Associates's UnitedHealth position peaked at $4.21M in Q4 2020.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fagan Associates's 13F filing for Q1 2026, filed 4 May 2026.