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Fiduciary Alliance’s UnitedHealth UNH Stock Holding History

Fiduciary Alliance’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 		$6.49M Buy
15,616
+3,347
+27% +$1.24M 0.44% 59
2026
Q1 		$3.85M Sell
12,269
-241
-2% -$71.8K 0.23% 109
2025
Q4 		$4.13M Buy
12,510
+400
+3% +$136K 0.27% 87
2025
Q3 		$4.18M Sell
12,110
-2,082
-15% -$630K 0.28% 88
2025
Q2 		$4.43M Buy
14,192
+4,020
+40% +$1.54M 0.33% 74
2025
Q1 		$5.33M Buy
10,172
+279
+3% +$143K 0.52% 50
2024
Q4 		$5M Buy
9,893
+7,150
+261% +$4.06M 0.51% 55
2024
Q3 		$1.6M Buy
2,743
+1,312
+92% +$742K 0.21% 89
2024
Q2 		$713K Buy
1,431
+582
+69% +$285K 0.12% 102
2024
Q1 		$416K Buy
849
+7
+0.8% +$3.56K 0.07% 137
2023
Q4 		$443K Sell
842
-50
-6% -$26.7K 0.09% 120
2023
Q3 		$450K Buy
892
+133
+18% +$65.5K 0.1% 111
2023
Q2 		$365K Sell
759
-3,792
-83% -$1.85M 0.08% 120
2023
Q1 		$2.15M Sell
4,551
-1,494
-25% -$721K 0.54% 51
2022
Q4 		$3.21M Buy
+6,045
New +$3.2M 0.83% 39

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Fiduciary Alliance's UNH Position: Q2 2026 in Review

Fiduciary Alliance increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $1.24M and bringing the position to 15,616 shares worth $6.49M. The position accounts for 0.44% of the portfolio, ranked #59.

Fiduciary Alliance first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fiduciary Alliance held 15,616 shares of UnitedHealth worth $6.49M as of Q2 2026.
  • Fiduciary Alliance bought 3,347 UnitedHealth shares in Q2 2026, an estimated $1.24M.
  • UnitedHealth made up 0.44% of Fiduciary Alliance's portfolio in Q2 2026, its #59 holding.
  • Fiduciary Alliance first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.