Fiduciary Family Office’s UnitedHealth UNH Stock Holding History

Fiduciary Family Office’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 Q1	$412K	Buy	1,521 +741	+95%	+$221K	0.12%	120
2025 Q4	$257K	Sell	780 -168	-18%	-$56.9K	0.07%	156
2025 Q3	$327K	Sell	948 -2,856	-75%	-$864K	0.09%	145
2025 Q2	$1.19M	Sell	3,804 -1,007	-21%	-$385K	0.39%	57
2025 Q1	$2.52M	Buy	+4,811	New	+$2.46M	0.84%	17
2024 Q4	–	Sell	-3,806	Closed	-$2.23M	–	238
2024 Q3	$2.23M	Buy	3,806 +792	+26%	+$448K	0.73%	22
2024 Q2	$1.53M	Sell	3,014 -1,161	-28%	-$569K	0.61%	36
2024 Q1	$2.07M	Buy	4,175 +560	+15%	+$285K	0.81%	23
2023 Q4	$1.9M	Buy	+3,615	New	+$1.93M	0.83%	17

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiduciary Family Office's UNH Position: Q1 2026 in Review

Fiduciary Family Office increased its UnitedHealth (UNH) stake by 95% in Q1 2026, buying an estimated $221K and bringing the position to 1,521 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #120.

Fiduciary Family Office first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.52M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fiduciary Family Office held 1,521 shares of UnitedHealth worth $412K as of Q1 2026.
Fiduciary Family Office bought 741 UnitedHealth shares in Q1 2026, an estimated $221K.
UnitedHealth made up 0.12% of Fiduciary Family Office's portfolio in Q1 2026, its #120 holding.
Fiduciary Family Office first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's UnitedHealth position peaked at $2.52M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.