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Fiduciary Financial Group’s UnitedHealth UNH Stock Holding History

Fiduciary Financial Group’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 		$305K Buy
+735
New +$272K 0.03% 292
2025
Q4 		– Sell
-636
Closed -$220K – 344
2025
Q3 		$220K Sell
636
-149
-19% -$45.1K 0.03% 301
2025
Q2 		$256K Sell
785
-81
-9% -$31K 0.05% 251
2025
Q1 		$515K Sell
866
-236
-21% -$121K 0.11% 122
2024
Q4 		$574K Sell
1,102
-467
-30% -$265K 0.12% 109
2024
Q3 		$912K Buy
1,569
+22
+1% +$12.4K 0.21% 69
2024
Q2 		$849K Buy
+1,547
New +$758K 0.21% 70

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fiduciary Financial Group's UNH Position: Q2 2026 in Review

Fiduciary Financial Group opened a new position in UnitedHealth (UNH) in Q2 2026: 735 shares worth $305K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings. This is a return to the name: Fiduciary Financial Group previously reported a position in UNH as recently as Q3 2025.

Fiduciary Financial Group first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. The position peaked at $912K in Q3 2024. 1,528 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fiduciary Financial Group held 735 shares of UnitedHealth worth $305K as of Q2 2026.
  • UnitedHealth was a new Fiduciary Financial Group position in Q2 2026.
  • UnitedHealth made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #292 holding.
  • Fiduciary Financial Group first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
  • Fiduciary Financial Group's UnitedHealth position peaked at $912K in Q3 2024.
  • 1,528 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.