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
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 $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

Fairman Group's UNH Position: Q1 2026 in Review

Fairman Group increased its UnitedHealth (UNH) stake by 117% in Q1 2026, buying an estimated $10.4K and bringing the position to 65 shares worth $17.7K. The position accounts for 0.02% of the portfolio, ranked #133.

Fairman Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $198K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fairman Group held 65 shares of UnitedHealth worth $17.7K as of Q1 2026.
  • Fairman Group bought 35 UnitedHealth shares in Q1 2026, an estimated $10.4K.
  • UnitedHealth made up 0.02% of Fairman Group's portfolio in Q1 2026, its #133 holding.
  • Fairman Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • Fairman Group's UnitedHealth position peaked at $198K in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.