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Fidelis Capital Partners’s UnitedHealth UNH Stock Holding History

Fidelis Capital Partners’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 		$3.99M Buy
9,602
+1,283
+15% +$476K 0.23% 87
2026
Q1 		$2.25M Sell
8,319
-1,512
-15% -$450K 0.16% 113
2025
Q4 		$3.25M Buy
9,831
+185
+2% +$62.7K 0.24% 85
2025
Q3 		$3.33M Buy
9,646
+1,006
+12% +$304K 0.26% 79
2025
Q2 		$2.12M Sell
8,640
-829
-9% -$317K 0.19% 91
2025
Q1 		$3.96M Sell
9,469
-487
-5% -$249K 0.42% 49
2024
Q4 		$5.46M Buy
9,956
+1,600
+19% +$909K 0.55% 36
2024
Q3 		$4.72M Buy
8,356
+201
+2% +$114K 0.56% 34
2024
Q2 		$4.62M Buy
8,155
+306
+4% +$150K 0.66% 28
2024
Q1 		$3.88M Buy
7,849
+680
+9% +$346K 0.59% 33
2023
Q4 		$3.77M Buy
7,169
+1,669
+30% +$890K 0.83% 23
2023
Q3 		$2.77M Buy
5,500
+286
+5% +$141K 0.95% 19
2023
Q2 		$2.51M Buy
5,214
+195
+4% +$95.4K 0.91% 18
2023
Q1 		$2.48M Buy
5,019
+2,075
+70% +$1M 1.05% 15
2022
Q4 		$1.44M Buy
+2,944
New +$1.56M 1.7% 11

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

Fidelis Capital Partners's UNH Position: Q2 2026 in Review

Fidelis Capital Partners increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $476K and bringing the position to 9,602 shares worth $3.99M. The position accounts for 0.23% of the portfolio, ranked #87.

Fidelis Capital Partners first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.46M in Q4 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fidelis Capital Partners held 9,602 shares of UnitedHealth worth $3.99M as of Q2 2026.
  • Fidelis Capital Partners bought 1,283 UnitedHealth shares in Q2 2026, an estimated $476K.
  • UnitedHealth made up 0.23% of Fidelis Capital Partners's portfolio in Q2 2026, its #87 holding.
  • Fidelis Capital Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Fidelis Capital Partners's UnitedHealth position peaked at $5.46M in Q4 2024.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.