Fiduciary Trust’s UnitedHealth UNH Stock Holding History

Fiduciary Trust’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	$13M	Sell	48,224 -8,141	-14%	-$2.42M	0.15%	89
2025 Q4	$18.6M	Sell	56,365 -3,340	-6%	-$1.13M	0.21%	70
2025 Q3	$20.6M	Sell	59,705 -6,900	-10%	-$2.09M	0.23%	65
2025 Q2	$20.8M	Sell	66,605 -6,533	-9%	-$2.5M	0.26%	60
2025 Q1	$38.3M	Buy	73,138 +3,310	+5%	+$1.69M	0.5%	37
2024 Q4	$35.3M	Buy	69,828 +738	+1%	+$419K	0.47%	39
2024 Q3	$40.4M	Buy	69,090 +496	+0.7%	+$281K	0.56%	36
2024 Q2	$34.9M	Sell	68,594 -1,765	-3%	-$865K	0.52%	39
2024 Q1	$34.8M	Buy	70,359 +490	+0.7%	+$249K	0.53%	40
2023 Q4	$36.8M	Buy	69,869 +545	+0.8%	+$291K	0.61%	30
2023 Q3	$35M	Buy	69,324 +3,041	+5%	+$1.5M	0.64%	30
2023 Q2	$31.9M	Buy	66,283 +408	+0.6%	+$200K	0.56%	37
2023 Q1	$31.1M	Buy	65,875 +698	+1%	+$337K	0.58%	38
2022 Q4	$34.6M	Sell	65,177 -835	-1%	-$442K	0.67%	28
2022 Q3	$33.3M	Buy	66,012 +637	+1%	+$335K	0.72%	25
2022 Q2	$33.6M	Sell	65,375 -781	-1%	-$392K	0.71%	29
2022 Q1	$33.7M	Sell	66,156 -1,442	-2%	-$695K	0.6%	31
2021 Q4	$33.9M	Sell	67,598 -389	-0.6%	-$176K	0.56%	33
2021 Q3	$26.6M	Buy	67,987 +226	+0.3%	+$93.6K	0.47%	42
2021 Q2	$27.1M	Sell	67,761 -902	-1%	-$360K	0.53%	40
2021 Q1	$25.5M	Buy	68,663 +2,638	+4%	+$914K	0.52%	40
2020 Q4	$23.2M	Buy	66,025 +936	+1%	+$314K	0.48%	46
2020 Q3	$20.3M	Sell	65,089 -1,083	-2%	-$333K	0.48%	45
2020 Q2	$19.5M	Buy	66,172 +399	+0.6%	+$114K	0.48%	44
2020 Q1	$16.4M	Sell	65,773 -1,239	-2%	-$341K	0.48%	49
2019 Q4	$19.7M	Sell	67,012 -569	-0.8%	-$149K	0.46%	51
2019 Q3	$14.7M	Buy	67,581 +44	+0.1%	+$10.6K	0.37%	62
2019 Q2	$16.5M	Buy	67,537 +654	+1%	+$157K	0.43%	52
2019 Q1	$16.5M	Sell	66,883 -1,795	-3%	-$458K	0.44%	53
2018 Q4	$17.1M	Buy	68,678 +723	+1%	+$191K	0.52%	50
2018 Q3	$18.1M	Buy	67,955 +423	+0.6%	+$110K	0.51%	51
2018 Q2	$16.6M	Buy	67,532 +1,233	+2%	+$296K	0.5%	56
2018 Q1	$14.2M	Buy	66,299 +5,071	+8%	+$1.16M	0.44%	63
2017 Q4	$13.5M	Buy	61,228 +6,338	+12%	+$1.34M	0.4%	67
2017 Q3	$10.8M	Buy	54,890 +3,092	+6%	+$597K	0.33%	77
2017 Q2	$9.61M	Buy	51,798 +14,449	+39%	+$2.53M	0.29%	83
2017 Q1	$6.13M	Buy	37,349 +16,080	+76%	+$2.63M	0.19%	106
2016 Q4	$3.4M	Buy	21,269 +11,694	+122%	+$1.75M	0.11%	146
2016 Q3	$1.34M	Buy	9,575 +365	+4%	+$51.1K	0.05%	222
2016 Q2	$1.3M	Sell	9,210 -197	-2%	-$26.3K	0.05%	222
2016 Q1	$1.21M	Buy	9,407 +641	+7%	+$75.8K	0.04%	231
2015 Q4	$1.03M	Buy	8,766 +384	+5%	+$44.9K	0.04%	221
2015 Q3	$973K	Buy	8,382 +5	+0.1%	+$598	0.04%	215
2015 Q2	$1.02M	Sell	8,377 -285	-3%	-$33.7K	0.04%	208
2015 Q1	$1.02M	Hold	8,662	–	–	0.04%	206
2014 Q4	$876K	Buy	8,662 +1,700	+24%	+$161K	0.04%	216
2014 Q3	$600K	Sell	6,962 -25	-0.4%	-$2.11K	0.03%	234
2014 Q2	$572K	Sell	6,987 -1,340	-16%	-$105K	0.02%	232
2014 Q1	$683K	Hold	8,327	–	–	0.03%	215
2013 Q4	$627K	Hold	8,327	–	–	0.03%	212
2013 Q3	$596K	Sell	8,327 -225	-3%	-$16.1K	0.03%	209
2013 Q2	$560K	Buy	+8,552	New	+$532K	0.03%	210

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 Trust's UNH Position: Q1 2026 in Review

Fiduciary Trust reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $2.42M and leaving 48,224 shares worth $13M. The position accounts for 0.15% of the portfolio, ranked #89.

Fiduciary Trust first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.4M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fiduciary Trust held 48,224 shares of UnitedHealth worth $13M as of Q1 2026.
Fiduciary Trust sold 8,141 UnitedHealth shares in Q1 2026, an estimated $2.42M.
UnitedHealth made up 0.15% of Fiduciary Trust's portfolio in Q1 2026, its #89 holding.
Fiduciary Trust first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's UnitedHealth position peaked at $40.4M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.