Fiduciary Group’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 | $370K | Sell |
1,367
-147
| -10% | -$43.8K | 0.03% | 239 |
|
|
2025
Q4 | $500K | Sell |
1,514
-1,946
| -56% | -$659K | 0.04% | 205 |
|
|
2025
Q3 | $1.19M | Sell |
3,460
-154
| -4% | -$46.6K | 0.1% | 144 |
|
|
2025
Q2 | $1.13M | Buy |
3,614
+11
| +0.3% | +$4.2K | 0.11% | 151 |
|
|
2025
Q1 | $1.89M | Sell |
3,603
-34
| -0.9% | -$17.4K | 0.19% | 107 |
|
|
2024
Q4 | $1.84M | Sell |
3,637
-64
| -2% | -$36.4K | 0.18% | 103 |
|
|
2024
Q3 | $2.16M | Buy |
3,701
+6
| +0.2% | +$3.39K | 0.22% | 98 |
|
|
2024
Q2 | $1.88M | Buy |
3,695
+18
| +0.5% | +$8.82K | 0.2% | 102 |
|
|
2024
Q1 | $1.82M | Buy |
3,677
+3
| +0.1% | +$1.52K | 0.2% | 97 |
|
|
2023
Q4 | $1.93M | Buy |
3,674
+188
| +5% | +$100K | 0.23% | 91 |
|
|
2023
Q3 | $1.76M | Hold |
3,486
| – | – | 0.22% | 88 |
|
|
2023
Q2 | $1.68M | Sell |
3,486
-179
| -5% | -$87.5K | 0.21% | 95 |
|
|
2023
Q1 | $1.73M | Buy |
3,665
+71
| +2% | +$34.3K | 0.23% | 88 |
|
|
2022
Q4 | $1.91M | Sell |
3,594
-2
| -0.1% | -$1.06K | 0.25% | 87 |
|
|
2022
Q3 | $1.96M | Sell |
3,596
-61
| -2% | -$32.1K | 0.25% | 83 |
|
|
2022
Q2 | $1.95M | Buy |
3,657
+249
| +7% | +$125K | 0.24% | 85 |
|
|
2022
Q1 | $1.66M | Buy |
3,408
+22
| +0.6% | +$10.6K | 0.22% | 86 |
|
|
2021
Q4 | $1.7M | Sell |
3,386
-10
| -0.3% | -$4.53K | 0.19% | 92 |
|
|
2021
Q3 | $1.54M | Hold |
3,396
| – | – | 0.18% | 94 |
|
|
2021
Q2 | $1.43M | Buy |
3,396
+12
| +0.4% | +$4.79K | 0.17% | 98 |
|
|
2021
Q1 | $1.35M | Buy |
3,384
+5
| +0.1% | +$1.73K | 0.16% | 100 |
|
|
2020
Q4 | $1.13M | Sell |
3,379
-5
| -0.1% | -$1.68K | 0.15% | 101 |
|
|
2020
Q3 | $1.05M | Hold |
3,384
| – | – | 0.16% | 98 |
|
|
2020
Q2 | $998K | Sell |
3,384
-35
| -1% | -$10K | 0.17% | 90 |
|
|
2020
Q1 | $853K | Sell |
3,419
-31
| -0.9% | -$8.53K | 0.17% | 86 |
|
|
2019
Q4 | $1.01M | Hold |
3,450
| – | – | 0.16% | 94 |
|
|
2019
Q3 | $750K | Hold |
3,450
| – | – | 0.13% | 101 |
|
|
2019
Q2 | $842K | Buy |
3,450
+5
| +0.1% | +$1.2K | 0.15% | 97 |
|
|
2019
Q1 | $852K | Buy |
3,445
+2,284
| +197% | +$582K | 0.16% | 92 |
|
|
2018
Q4 | $289K | Hold |
1,161
| – | – | 0.06% | 147 |
|
|
2018
Q3 | $309K | Buy |
1,161
+115
| +11% | +$29.9K | 0.06% | 145 |
|
|
2018
Q2 | $257K | Sell |
1,046
-70
| -6% | -$16.8K | 0.05% | 152 |
|
|
2018
Q1 | $239K | Buy |
1,116
+110
| +11% | +$25.1K | 0.05% | 159 |
|
|
2017
Q4 | $222K | Sell |
1,006
-173
| -15% | -$36.7K | 0.05% | 166 |
|
|
2017
Q3 | $231K | Buy |
1,179
+77
| +7% | +$14.9K | 0.05% | 161 |
|
|
2017
Q2 | $204K | Buy |
+1,102
| New | +$193K | 0.05% | 170 |
|
|
2015
Q3 | – | Sell |
-1,687
| Closed | -$206K | – | 194 |
|
|
2015
Q2 | $206K | Buy |
+1,687
| New | +$200K | 0.06% | 186 |
|
Other funds holding UNH
VCM
VPM
Fiduciary Group's UNH Position: Q1 2026 in Review
Fiduciary Group reduced its UnitedHealth (UNH) stake by 9.7% in Q1 2026, selling an estimated $43.8K and leaving 1,367 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #239.
Fiduciary Group first reported a position in UNH in Q2 2015 and has held it in 37 quarters since. The position peaked at $2.16M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Fiduciary Group held 1,367 shares of UnitedHealth worth $370K as of Q1 2026.
- Fiduciary Group sold 147 UnitedHealth shares in Q1 2026, an estimated $43.8K.
- UnitedHealth made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #239 holding.
- Fiduciary Group first reported a position in UnitedHealth in Q2 2015 and has held it in 37 quarters since.
- Fiduciary Group's UnitedHealth position peaked at $2.16M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.