Fairview Capital Investment Management’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 | $295K | Buy |
+710
| New | +$263K | 0.02% | 177 |
|
|
2026
Q1 | – | Sell |
-710
| Closed | -$234K | – | 197 |
|
|
2025
Q4 | $234K | Hold |
710
| – | – | 0.01% | 160 |
|
|
2025
Q3 | $245K | Sell |
710
-16
| -2% | -$4.84K | 0.01% | 156 |
|
|
2025
Q2 | $226K | Sell |
726
-130
| -15% | -$49.7K | 0.01% | 155 |
|
|
2025
Q1 | $448K | Hold |
856
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $433K | Hold |
856
| – | – | 0.02% | 123 |
|
|
2024
Q3 | $500K | Hold |
856
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $436K | Hold |
856
| – | – | 0.02% | 113 |
|
|
2024
Q1 | $423K | Sell |
856
-200
| -19% | -$102K | 0.02% | 124 |
|
|
2023
Q4 | $556K | Hold |
1,056
| – | – | 0.03% | 105 |
|
|
2023
Q3 | $532K | Hold |
1,056
| – | – | 0.03% | 104 |
|
|
2023
Q2 | $508K | Hold |
1,056
| – | – | 0.03% | 105 |
|
|
2023
Q1 | $499K | Buy |
1,056
+126
| +14% | +$60.8K | 0.03% | 105 |
|
|
2022
Q4 | $493K | Hold |
930
| – | – | 0.03% | 104 |
|
|
2022
Q3 | $469K | Buy |
930
+30
| +3% | +$15.8K | 0.03% | 98 |
|
|
2022
Q2 | $462K | Hold |
900
| – | – | 0.03% | 101 |
|
|
2022
Q1 | $458K | Buy |
900
+200
| +29% | +$96.5K | 0.03% | 97 |
|
|
2021
Q4 | $351K | Hold |
700
| – | – | 0.02% | 108 |
|
|
2021
Q3 | $273K | Sell |
700
-350
| -33% | -$145K | 0.02% | 110 |
|
|
2021
Q2 | $420K | Hold |
1,050
| – | – | 0.03% | 96 |
|
|
2021
Q1 | $390K | Hold |
1,050
| – | – | 0.01% | 132 |
|
|
2020
Q4 | $368K | Hold |
1,050
| – | – | 0.02% | 118 |
|
|
2020
Q3 | $327K | Hold |
1,050
| – | – | 0.02% | 112 |
|
|
2020
Q2 | $309K | Hold |
1,050
| – | – | 0.02% | 109 |
|
|
2020
Q1 | $261K | Hold |
1,050
| – | – | 0.02% | 115 |
|
|
2019
Q4 | $308K | Sell |
1,050
-15
| -1% | -$3.92K | 0.02% | 120 |
|
|
2019
Q3 | $231K | Hold |
1,065
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $259K | Sell |
1,065
-54
| -5% | -$13K | 0.01% | 131 |
|
|
2019
Q1 | $276K | Sell |
1,119
-27
| -2% | -$6.89K | 0.01% | 126 |
|
|
2018
Q4 | $285K | Buy |
1,146
+27
| +2% | +$7.13K | 0.02% | 123 |
|
|
2018
Q3 | $298K | Buy |
1,119
+54
| +5% | +$14K | 0.02% | 120 |
|
|
2018
Q2 | $261K | Buy |
1,065
+15
| +1% | +$3.6K | 0.02% | 117 |
|
|
2018
Q1 | $224K | Hold |
1,050
| – | – | 0.01% | 118 |
|
|
2017
Q4 | $231K | Hold |
1,050
| – | – | 0.01% | 110 |
|
|
2017
Q3 | $206K | Buy |
+1,050
| New | +$203K | 0.01% | 114 |
|
Other funds holding UNH
Fairview Capital Investment Management's UNH Position: Q2 2026 in Review
Fairview Capital Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 710 shares worth $295K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings. This is a return to the name: Fairview Capital Investment Management previously reported a position in UNH as recently as Q4 2025.
Fairview Capital Investment Management first reported a position in UNH in Q3 2017 and has held it in 35 quarters since. The position peaked at $556K in Q4 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Fairview Capital Investment Management held 710 shares of UnitedHealth worth $295K as of Q2 2026.
- UnitedHealth was a new Fairview Capital Investment Management position in Q2 2026.
- UnitedHealth made up 0.02% of Fairview Capital Investment Management's portfolio in Q2 2026, its #177 holding.
- Fairview Capital Investment Management first reported a position in UnitedHealth in Q3 2017 and has held it in 35 quarters since.
- Fairview Capital Investment Management's UnitedHealth position peaked at $556K in Q4 2023.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.