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 Q3	$777K	Sell	2,117 -1,395	-40%	-$562K	0.19%	51
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fischer Financial Services's UNH Position: Q3 2026 in Review

Fischer Financial Services reduced its UnitedHealth (UNH) stake by 40% in Q3 2026, selling an estimated $562K and leaving 2,117 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #51.

Fischer Financial Services first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.46M in Q4 2024. 1,608 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Fischer Financial Services held 2,117 shares of UnitedHealth worth $777K as of Q3 2026.
Fischer Financial Services sold 1,395 UnitedHealth shares in Q3 2026, an estimated $562K.
UnitedHealth made up 0.19% of Fischer Financial Services's portfolio in Q3 2026, its #51 holding.
Fischer Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's UnitedHealth position peaked at $4.46M in Q4 2024.
1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.