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 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 $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

Fielder Capital Group's UNH Position: Q1 2026 in Review

Fielder Capital Group reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $179K and leaving 3,780 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #69.

Fielder Capital Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.7M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fielder Capital Group held 3,780 shares of UnitedHealth worth $1.02M as of Q1 2026.
Fielder Capital Group sold 601 UnitedHealth shares in Q1 2026, an estimated $179K.
UnitedHealth made up 0.22% of Fielder Capital Group's portfolio in Q1 2026, its #69 holding.
Fielder Capital Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Fielder Capital Group's UnitedHealth position peaked at $2.7M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.