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 Q2	$1.46M	Sell	3,512 -1,858	-35%	-$689K	0.37%	43
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 $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

Fischer Financial Services's UNH Position: Q2 2026 in Review

Fischer Financial Services reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $689K and leaving 3,512 shares worth $1.46M. The position accounts for 0.37% of the portfolio, ranked #43.

Fischer Financial Services first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.46M in Q4 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fischer Financial Services held 3,512 shares of UnitedHealth worth $1.46M as of Q2 2026.
Fischer Financial Services sold 1,858 UnitedHealth shares in Q2 2026, an estimated $689K.
UnitedHealth made up 0.37% of Fischer Financial Services's portfolio in Q2 2026, its #43 holding.
Fischer Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Fischer Financial Services's UnitedHealth position peaked at $4.46M in Q4 2024.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.