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Fairvoy Private Wealth’s UnitedHealth UNH Stock Holding History

Fairvoy Private Wealth’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 		$919K Buy
+2,212
New +$820K 0.19% 110
2026
Q1 		– Sell
-630
Closed -$208K – 225
2025
Q4 		$208K Sell
630
-11
-2% -$3.73K 0.05% 189
2025
Q3 		$221K Sell
641
-124
-16% -$37.5K 0.05% 184
2025
Q2 		$239K Sell
765
-39
-5% -$14.9K 0.06% 172
2025
Q1 		$421K Sell
804
-27
-3% -$13.8K 0.12% 125
2024
Q4 		$420K Buy
+831
New +$472K 0.11% 123

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fairvoy Private Wealth's UNH Position: Q2 2026 in Review

Fairvoy Private Wealth opened a new position in UnitedHealth (UNH) in Q2 2026: 2,212 shares worth $919K. The stake represents 0.19% of the portfolio and ranks #110 among its holdings. This is a return to the name: Fairvoy Private Wealth previously reported a position in UNH as recently as Q4 2025.

Fairvoy Private Wealth first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fairvoy Private Wealth held 2,212 shares of UnitedHealth worth $919K as of Q2 2026.
  • UnitedHealth was a new Fairvoy Private Wealth position in Q2 2026.
  • UnitedHealth made up 0.19% of Fairvoy Private Wealth's portfolio in Q2 2026, its #110 holding.
  • Fairvoy Private Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.