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Fermata Advisors’s UnitedHealth UNH Stock Holding History

Fermata Advisors’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 		$288K Buy
+693
New +$257K 0.06% 206
2025
Q2 		– Sell
-1,483
Closed -$777K – 288
2025
Q1 		$777K Buy
1,483
+123
+9% +$62.9K 0.14% 119
2024
Q4 		$688K Buy
1,360
+755
+125% +$429K 0.13% 114
2024
Q3 		$354K Buy
605
+74
+14% +$41.9K 0.07% 160
2024
Q2 		$271K Sell
531
-168
-24% -$82.3K 0.06% 177
2024
Q1 		$346K Buy
699
+235
+51% +$119K 0.08% 147
2023
Q4 		$244K Sell
464
-60
-11% -$32K 0.06% 151
2023
Q3 		$266K Buy
+524
New +$258K 0.08% 129
2022
Q3 		– Sell
-497
Closed -$257K – 162
2022
Q2 		$257K Sell
497
-57
-10% -$28.6K 0.09% 135
2022
Q1 		$284K Sell
554
-70
-11% -$33.8K 0.11% 129
2021
Q4 		$315K Buy
624
+34
+6% +$15.4K 0.12% 123
2021
Q3 		$231K Sell
590
-3
-0.5% -$1.24K 0.1% 155
2021
Q2 		$238K Buy
+593
New +$236K 0.14% 128

Other funds holding UNH

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fermata Advisors's UNH Position: Q2 2026 in Review

Fermata Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 693 shares worth $288K. The stake represents 0.06% of the portfolio and ranks #206 among its holdings. This is a return to the name: Fermata Advisors previously reported a position in UNH as recently as Q1 2025.

Fermata Advisors first reported a position in UNH in Q2 2021 and has held it in 13 quarters since. The position peaked at $777K in Q1 2025. 520 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fermata Advisors held 693 shares of UnitedHealth worth $288K as of Q2 2026.
  • UnitedHealth was a new Fermata Advisors position in Q2 2026.
  • UnitedHealth made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #206 holding.
  • Fermata Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 13 quarters since.
  • Fermata Advisors's UnitedHealth position peaked at $777K in Q1 2025.
  • 520 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.