FG
UNH icon

Fairman Group’s UnitedHealth UNH Stock Holding History

Fairman Group’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 		$27.4K Buy
66
+1
+2% +$371 0.02% 124
2026
Q1 		$17.7K Buy
65
+35
+117% +$10.4K 0.02% 133
2025
Q4 		$9.9K Sell
30
-33
-52% -$11.2K 0.01% 156
2025
Q3 		$21.8K Buy
63
+30
+91% +$9.07K 0.02% 132
2025
Q2 		$10.3K Sell
33
-59
-64% -$22.5K 0.01% 160
2025
Q1 		$110K Sell
92
-125
-58% -$63.9K 0.1% 71
2024
Q4 		$110K Hold
217
– – 0.09% 79
2024
Q3 		$127K Hold
217
– – 0.11% 73
2024
Q2 		$111K Hold
217
– – 0.11% 80
2024
Q1 		$107K Sell
217
-160
-42% -$81.3K 0.1% 70
2023
Q4 		$198K Buy
+377
New +$201K 0.19% 51

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

Fairman Group's UNH Position: Q2 2026 in Review

Fairman Group increased its UnitedHealth (UNH) stake by 1.5% in Q2 2026, buying an estimated $371 and bringing the position to 66 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #124.

Fairman Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $198K in Q4 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fairman Group held 66 shares of UnitedHealth worth $27.4K as of Q2 2026.
  • Fairman Group bought 1 UnitedHealth share in Q2 2026, an estimated $371.
  • UnitedHealth made up 0.02% of Fairman Group's portfolio in Q2 2026, its #124 holding.
  • Fairman Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's UnitedHealth position peaked at $198K in Q4 2023.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.