FCM
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Fairbanks Capital Management’s UnitedHealth UNH Stock Holding History

Fairbanks Capital Management’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 		$3.21M Sell
7,722
-237
-3% -$87.8K 1.9% 21
2026
Q1 		$2.15M Sell
7,959
-48
-0.6% -$14.3K 1.35% 24
2025
Q4 		$2.64M Buy
8,007
+840
+12% +$285K 1.46% 24
2025
Q3 		$2.47M Buy
7,167
+1,709
+31% +$517K 1.34% 26
2025
Q2 		$1.7M Buy
5,458
+369
+7% +$141K 0.97% 29
2025
Q1 		$2.67M Buy
5,089
+8
+0.2% +$4.09K 1.71% 22
2024
Q4 		$2.57M Sell
5,081
-2,395
-32% -$1.36M 1.6% 23
2024
Q3 		$4.37M Buy
7,476
+415
+6% +$235K 2.75% 13
2024
Q2 		$3.6M Buy
7,061
+165
+2% +$80.9K 2.36% 16
2024
Q1 		$3.41M Sell
6,896
-94
-1% -$47.8K 2.35% 16
2023
Q4 		$3.68M Buy
6,990
+364
+5% +$194K 2.63% 13
2023
Q3 		$3.34M Buy
6,626
+315
+5% +$155K 2.81% 10
2023
Q2 		$3.03M Buy
6,311
+146
+2% +$71.4K 2.36% 15
2023
Q1 		$2.91M Buy
6,165
+326
+6% +$157K 2.32% 13
2022
Q4 		$3.1M Sell
5,839
-21
-0.4% -$11.1K 2.75% 12
2022
Q3 		$2.96M Sell
5,860
-67
-1% -$35.2K 2.76% 12
2022
Q2 		$3.04M Sell
5,927
-145
-2% -$72.8K 2.65% 12
2022
Q1 		$3.1M Sell
6,072
-8
-0.1% -$3.86K 2.3% 15
2021
Q4 		$3.05M Buy
6,080
+961
+19% +$435K 2.22% 16
2021
Q3 		$2M Buy
5,119
+1,048
+26% +$434K 1.63% 23
2021
Q2 		$1.63M Buy
4,071
+194
+5% +$77.4K 1.29% 29
2021
Q1 		$1.44M Buy
3,877
+1,410
+57% +$489K 1.18% 31
2020
Q4 		$865K Sell
2,467
-1
-0% -$335 0.77% 42
2020
Q3 		$769K Hold
2,468
– – 0.77% 42
2020
Q2 		$794K Buy
2,468
+70
+3% +$20.1K 0.78% 40
2020
Q1 		$598K Buy
2,398
+977
+69% +$269K 0.78% 40
2019
Q4 		$418K Buy
+1,421
New +$372K 0.43% 49

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fairbanks Capital Management's UNH Position: Q2 2026 in Review

Fairbanks Capital Management reduced its UnitedHealth (UNH) stake by 3% in Q2 2026, selling an estimated $87.8K and leaving 7,722 shares worth $3.21M. The position accounts for 1.9% of the portfolio, ranked #21.

Fairbanks Capital Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.37M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fairbanks Capital Management held 7,722 shares of UnitedHealth worth $3.21M as of Q2 2026.
  • Fairbanks Capital Management sold 237 UnitedHealth shares in Q2 2026, an estimated $87.8K.
  • UnitedHealth made up 1.9% of Fairbanks Capital Management's portfolio in Q2 2026, its #21 holding.
  • Fairbanks Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Fairbanks Capital Management's UnitedHealth position peaked at $4.37M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fairbanks Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.