Fielder Capital Group’s UnitedHealth UNH Stock Holding History

Fielder Capital 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	$1.57M	Sell	3,773 -7	-0.2%	-$2.6K	0.34%	53
2026 Q1	$1.02M	Sell	3,780 -601	-14%	-$179K	0.22%	69
2025 Q4	$1.45M	Sell	4,381 -148	-3%	-$50.2K	0.31%	59
2025 Q3	$1.56M	Sell	4,529 -108	-2%	-$32.7K	0.36%	52
2025 Q2	$1.45M	Sell	4,637 -187	-4%	-$71.5K	0.39%	47
2025 Q1	$2.53M	Buy	4,824 +211	+5%	+$108K	0.73%	32
2024 Q4	$2.33M	Sell	4,613 -2	-0%	-$1.14K	0.73%	32
2024 Q3	$2.7M	Buy	4,615 +18	+0.4%	+$10.2K	0.89%	27
2024 Q2	$2.34M	Sell	4,597 -12	-0.3%	-$5.88K	0.9%	29
2024 Q1	$2.28M	Buy	4,609 +1,183	+35%	+$601K	1.02%	25
2023 Q4	$1.8M	Buy	+3,426	New	+$1.83M	1.09%	22

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

Fielder Capital Group's UNH Position: Q2 2026 in Review

Fielder Capital Group reduced its UnitedHealth (UNH) stake by 0.19% in Q2 2026, selling an estimated $2.6K and leaving 3,773 shares worth $1.57M. The position accounts for 0.34% of the portfolio, ranked #53.

Fielder Capital Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fielder Capital Group held 3,773 shares of UnitedHealth worth $1.57M as of Q2 2026.
Fielder Capital Group sold 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
UnitedHealth made up 0.34% of Fielder Capital Group's portfolio in Q2 2026, its #53 holding.
Fielder Capital Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Fielder Capital Group's UnitedHealth position peaked at $2.7M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.