Fischer Financial Services’s UnitedHealth UNH Stock Holding History

Fischer Financial Services’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	$1.45M	Sell	5,370 -1,563	-23%	-$465K	0.49%	39
2025 Q4	$2.29M	Sell	6,933 -964	-12%	-$327K	0.61%	34
2025 Q3	$2.73M	Sell	7,897 -237	-3%	-$71.7K	0.73%	32
2025 Q2	$2.53M	Sell	8,134 -370	-4%	-$141K	0.74%	33
2025 Q1	$4.45M	Sell	8,504 -304	-3%	-$155K	1.44%	22
2024 Q4	$4.46M	Buy	+8,808	New	+$5M	1.4%	23

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

Fischer Financial Services's UNH Position: Q1 2026 in Review

Fischer Financial Services reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $465K and leaving 5,370 shares worth $1.45M. The position accounts for 0.49% of the portfolio, ranked #39.

Fischer Financial Services first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.46M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fischer Financial Services held 5,370 shares of UnitedHealth worth $1.45M as of Q1 2026.
Fischer Financial Services sold 1,563 UnitedHealth shares in Q1 2026, an estimated $465K.
UnitedHealth made up 0.49% of Fischer Financial Services's portfolio in Q1 2026, its #39 holding.
Fischer Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's UnitedHealth position peaked at $4.46M in Q4 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.