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 Q2	$710K	Buy	1,709 +188	+12%	+$69.7K	0.18%	92
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fiduciary Family Office's UNH Position: Q2 2026 in Review

Fiduciary Family Office increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $69.7K and bringing the position to 1,709 shares worth $710K. The position accounts for 0.18% of the portfolio, ranked #92.

Fiduciary Family Office first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.52M in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fiduciary Family Office held 1,709 shares of UnitedHealth worth $710K as of Q2 2026.
Fiduciary Family Office bought 188 UnitedHealth shares in Q2 2026, an estimated $69.7K.
UnitedHealth made up 0.18% of Fiduciary Family Office's portfolio in Q2 2026, its #92 holding.
Fiduciary Family Office first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's UnitedHealth position peaked at $2.52M in Q1 2025.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.