Fiduciary Management Inc’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 | $96.9M | Sell |
357,951
-35,206
| -9% | -$10.5M | 1.2% | 45 |
|
|
2025
Q4 | $130M | Sell |
393,157
-38,072
| -9% | -$12.9M | 1.43% | 38 |
|
|
2025
Q3 | $149M | Sell |
431,229
-16,870
| -4% | -$5.1M | 1.51% | 37 |
|
|
2025
Q2 | $140M | Sell |
448,099
-24,611
| -5% | -$9.41M | 1.34% | 36 |
|
|
2025
Q1 | $248M | Buy |
472,710
+55,086
| +13% | +$28.2M | 2.39% | 8 |
|
|
2024
Q4 | $211M | Buy |
417,624
+36,023
| +9% | +$20.5M | 1.97% | 14 |
|
|
2024
Q3 | $223M | Sell |
381,601
-13,538
| -3% | -$7.66M | 1.95% | 15 |
|
|
2024
Q2 | $201M | Sell |
395,139
-22,462
| -5% | -$11M | 1.87% | 17 |
|
|
2024
Q1 | $207M | Sell |
417,601
-129,799
| -24% | -$66M | 1.84% | 19 |
|
|
2023
Q4 | $288M | Sell |
547,400
-41,377
| -7% | -$22.1M | 2.7% | 9 |
|
|
2023
Q3 | $297M | Sell |
588,777
-21,254
| -3% | -$10.5M | 3.02% | 6 |
|
|
2023
Q2 | $293M | Sell |
610,031
-52,149
| -8% | -$25.5M | 2.96% | 7 |
|
|
2023
Q1 | $313M | Buy |
662,180
+123,389
| +23% | +$59.5M | 3.16% | 4 |
|
|
2022
Q4 | $286M | Sell |
538,791
-68,742
| -11% | -$36.4M | 2.89% | 7 |
|
|
2022
Q3 | $307M | Sell |
607,533
-30,101
| -5% | -$15.8M | 3.23% | 6 |
|
|
2022
Q2 | $328M | Sell |
637,634
-22,442
| -3% | -$11.3M | 3.1% | 8 |
|
|
2022
Q1 | $337M | Sell |
660,076
-287,270
| -30% | -$139M | 2.72% | 10 |
|
|
2021
Q4 | $476M | Sell |
947,346
-70,361
| -7% | -$31.8M | 3.5% | 6 |
|
|
2021
Q3 | $398M | Sell |
1,017,707
-10,254
| -1% | -$4.25M | 2.96% | 10 |
|
|
2021
Q2 | $412M | Sell |
1,027,961
-28,782
| -3% | -$11.5M | 3.03% | 9 |
|
|
2021
Q1 | $393M | Sell |
1,056,743
-39,844
| -4% | -$13.8M | 2.95% | 11 |
|
|
2020
Q4 | $385M | Sell |
1,096,587
-85,378
| -7% | -$28.6M | 2.91% | 10 |
|
|
2020
Q3 | $369M | Sell |
1,181,965
-50,866
| -4% | -$15.6M | 3.04% | 9 |
|
|
2020
Q2 | $364M | Sell |
1,232,831
-930,919
| -43% | -$267M | 3.05% | 8 |
|
|
2020
Q1 | $540M | Sell |
2,163,750
-178,779
| -8% | -$49.2M | 4.7% | 2 |
|
|
2019
Q4 | $689M | Sell |
2,342,529
-4,274
| -0.2% | -$1.12M | 4.27% | 2 |
|
|
2019
Q3 | $510M | Buy |
2,346,803
+92,807
| +4% | +$22.4M | 3.31% | 7 |
|
|
2019
Q2 | $550M | Buy |
2,253,996
+86,584
| +4% | +$20.8M | 3.52% | 5 |
|
|
2019
Q1 | $536M | Sell |
2,167,412
-71,997
| -3% | -$18.4M | 3.5% | 5 |
|
|
2018
Q4 | $558M | Sell |
2,239,409
-55,098
| -2% | -$14.6M | 3.98% | 5 |
|
|
2018
Q3 | $610M | Sell |
2,294,507
-100,293
| -4% | -$26.1M | 3.82% | 6 |
|
|
2018
Q2 | $588M | Sell |
2,394,800
-795,700
| -25% | -$191M | 3.76% | 7 |
|
|
2018
Q1 | $683M | Buy |
3,190,500
+23,881
| +0.8% | +$5.45M | 4.18% | 4 |
|
|
2017
Q4 | $698M | Sell |
3,166,619
-303,583
| -9% | -$64.3M | 4.29% | 5 |
|
|
2017
Q3 | $680M | Sell |
3,470,202
-98,790
| -3% | -$19.1M | 4.02% | 7 |
|
|
2017
Q2 | $662M | Sell |
3,568,992
-236,005
| -6% | -$41.4M | 3.97% | 5 |
|
|
2017
Q1 | $624M | Sell |
3,804,997
-51,002
| -1% | -$8.35M | 3.61% | 7 |
|
|
2016
Q4 | $617M | Sell |
3,855,999
-220,404
| -5% | -$32.9M | 3.78% | 7 |
|
|
2016
Q3 | $571M | Sell |
4,076,403
-1,413,605
| -26% | -$198M | 3.58% | 8 |
|
|
2016
Q2 | $775M | Sell |
5,490,008
-194,462
| -3% | -$25.9M | 4.73% | 2 |
|
|
2016
Q1 | $733M | Sell |
5,684,470
-590,569
| -9% | -$69.9M | 4.32% | 2 |
|
|
2015
Q4 | $738M | Sell |
6,275,039
-222,694
| -3% | -$26M | 4.2% | 3 |
|
|
2015
Q3 | $754M | Sell |
6,497,733
-35,868
| -0.5% | -$4.29M | 4.18% | 3 |
|
|
2015
Q2 | $797M | Sell |
6,533,601
-3,099,060
| -32% | -$367M | 4.15% | 5 |
|
|
2015
Q1 | $1.14B | Sell |
9,632,661
-173,948
| -2% | -$19.3M | 5.91% | 1 |
|
|
2014
Q4 | $991M | Sell |
9,806,609
-151,554
| -2% | -$14.4M | 4.93% | 3 |
|
|
2014
Q3 | $859M | Sell |
9,958,163
-251,997
| -2% | -$21.3M | 4.63% | 4 |
|
|
2014
Q2 | $835M | Sell |
10,210,160
-222,790
| -2% | -$17.5M | 4.38% | 6 |
|
|
2014
Q1 | $855M | Buy |
10,432,950
+4,819,650
| +86% | +$363M | 4.62% | 2 |
|
|
2013
Q4 | $423M | Buy |
5,613,300
+3,680,885
| +190% | +$264M | 2.22% | 22 |
|
|
2013
Q3 | $138M | Buy |
+1,932,415
| New | +$138M | 0.85% | 26 |
|
Other funds holding UNH
VCM
VPM
Fiduciary Management Inc's UNH Position: Q1 2026 in Review
Fiduciary Management Inc reduced its UnitedHealth (UNH) stake by 9% in Q1 2026, selling an estimated $10.5M and leaving 357,951 shares worth $96.9M. The position accounts for 1.2% of the portfolio, ranked #45.
Fiduciary Management Inc first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.14B in Q1 2015. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Fiduciary Management Inc held 357,951 shares of UnitedHealth worth $96.9M as of Q1 2026.
- Fiduciary Management Inc sold 35,206 UnitedHealth shares in Q1 2026, an estimated $10.5M.
- UnitedHealth made up 1.2% of Fiduciary Management Inc's portfolio in Q1 2026, its #45 holding.
- Fiduciary Management Inc first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
- Fiduciary Management Inc's UnitedHealth position peaked at $1.14B in Q1 2015.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Fiduciary Management Inc's 13F filing for Q1 2026, filed 14 May 2026.