First City Capital Management’s UnitedHealth UNH Stock Holding History

First City Capital Management’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	$579K	Sell	1,393 -6	-0.4%	-$2.22K	0.28%	91
2026 Q1	$379K	Buy	1,399 +153	+12%	+$45.6K	0.2%	112
2025 Q4	$411K	Sell	1,246 -75	-6%	-$25.4K	0.22%	115
2025 Q3	$456K	Buy	1,321 +155	+13%	+$46.9K	0.25%	107
2025 Q2	$364K	Sell	1,166 -17	-1%	-$6.5K	0.21%	118
2025 Q1	$620K	Buy	1,183 +52	+5%	+$26.6K	0.37%	69
2024 Q4	$572K	Hold	1,131	–	–	0.3%	79
2024 Q3	$661K	Buy	1,131 +30	+3%	+$17K	0.34%	70
2024 Q2	$561K	Hold	1,101	–	–	0.32%	80
2024 Q1	$545K	Sell	1,101 -11	-1%	-$5.59K	0.3%	81
2023 Q4	$585K	Sell	1,112 -130	-10%	-$69.3K	0.34%	80
2023 Q3	$626K	Buy	1,242 +1	+0.1%	+$492	0.39%	72
2023 Q2	$596K	Hold	1,241	–	–	0.35%	79
2023 Q1	$611K	Hold	1,241	–	–	0.36%	81
2022 Q4	$658K	Sell	1,241 -100	-7%	-$53K	0.4%	69
2022 Q3	$677K	Sell	1,341 -20	-1%	-$10.5K	0.45%	66
2022 Q2	$699K	Buy	1,361 +11	+0.8%	+$5.52K	0.43%	67
2022 Q1	$688K	Buy	1,350 +20	+2%	+$9.65K	0.38%	76
2021 Q4	$643K	Sell	1,330 -150	-10%	-$67.9K	0.36%	79
2021 Q3	$578K	Sell	1,480 -10	-0.7%	-$4.14K	0.33%	94
2021 Q2	$605K	Sell	1,490 -5	-0.3%	-$1.99K	0.33%	93
2021 Q1	$606K	Sell	1,495 -190	-11%	-$65.8K	0.35%	85
2020 Q4	$561K	Sell	1,685 -1,553	-48%	-$521K	0.36%	86
2020 Q3	$1.04M	Buy	3,238 +1,435	+80%	+$441K	0.39%	75
2020 Q2	$532K	Buy	+1,803	New	+$517K	0.41%	76
2020 Q1	–	Sell	-1,815	Closed	-$534K	–	137
2019 Q4	$534K	Sell	1,815 -21	-1%	-$5.49K	0.37%	79
2019 Q3	$399K	Buy	1,836 +161	+10%	+$38.8K	0.29%	96
2019 Q2	$409K	Sell	1,675 -15	-0.9%	-$3.61K	0.3%	93
2019 Q1	$418K	Sell	1,690 -640	-27%	-$163K	0.3%	97
2018 Q4	$580K	Buy	+2,330	New	+$616K	0.45%	68
2018 Q3	–	Sell	-2,380	Closed	-$584K	–	149
2018 Q2	$584K	Sell	2,380 -50	-2%	-$12K	0.42%	76
2018 Q1	$520K	Hold	2,430	–	–	0.39%	83
2017 Q4	$536K	Sell	2,430 -25	-1%	-$5.3K	0.37%	86
2017 Q3	$481K	Sell	2,455 -45	-2%	-$8.69K	0.34%	88
2017 Q2	$464K	Hold	2,500	–	–	0.34%	87
2017 Q1	$410K	Hold	2,500	–	–	0.3%	91
2016 Q4	$400K	Hold	2,500	–	–	0.3%	93
2016 Q3	$350K	Hold	2,500	–	–	0.27%	97
2016 Q2	$353K	Hold	2,500	–	–	0.27%	98
2016 Q1	$322K	Sell	2,500 -420	-14%	-$49.7K	0.22%	100
2015 Q4	$344K	Hold	2,920	–	–	0.23%	100
2015 Q3	$339K	Hold	2,920	–	–	0.25%	99
2015 Q2	$356K	Hold	2,920	–	–	0.25%	96
2015 Q1	$345K	Hold	2,920	–	–	0.24%	99
2014 Q4	$295K	Hold	2,920	–	–	0.2%	110
2014 Q3	$252K	Hold	2,920	–	–	0.18%	124
2014 Q2	$239K	Hold	2,920	–	–	0.17%	125
2014 Q1	$239K	Hold	2,920	–	–	0.17%	126
2013 Q4	$220K	Sell	2,920 -250	-8%	-$18K	0.18%	136
2013 Q3	$227K	Hold	3,170	–	–	0.19%	142
2013 Q2	$208K	Buy	+3,170	New	+$197K	0.19%	126

Other funds holding UNH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

First City Capital Management's UNH Position: Q2 2026 in Review

First City Capital Management reduced its UnitedHealth (UNH) stake by 0.43% in Q2 2026, selling an estimated $2.22K and leaving 1,393 shares worth $579K. The position accounts for 0.28% of the portfolio, ranked #91.

First City Capital Management first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.04M in Q3 2020. 521 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First City Capital Management held 1,393 shares of UnitedHealth worth $579K as of Q2 2026.
First City Capital Management sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
UnitedHealth made up 0.28% of First City Capital Management's portfolio in Q2 2026, its #91 holding.
First City Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
First City Capital Management's UnitedHealth position peaked at $1.04M in Q3 2020.
521 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.