Fidelis Capital Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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