Fisher Funds Management’s UnitedHealth UNH Stock Holding History

Fisher Funds 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	$19.1M	Sell	46,062 -2,668	-5%	-$989K	0.54%	57
2026 Q1	$13.2M	Hold	48,730	–	–	0.39%	72
2025 Q4	$16.1M	Sell	48,730 -68,911	-59%	-$23.4M	0.42%	67
2025 Q3	$40.6M	Sell	117,641 -61,714	-34%	-$18.7M	1.07%	30
2025 Q2	$56M	Sell	179,355 -61,896	-26%	-$23.7M	1.33%	24
2025 Q1	$126M	Sell	241,251 -35,228	-13%	-$18M	3.06%	6
2024 Q4	$140M	Buy	+276,479	New	+$157M	3.37%	5

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

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

Fisher Funds Management's UNH Position: Q2 2026 in Review

Fisher Funds Management reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $989K and leaving 46,062 shares worth $19.1M. The position accounts for 0.54% of the portfolio, ranked #57.

Fisher Funds Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $140M in Q4 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fisher Funds Management held 46,062 shares of UnitedHealth worth $19.1M as of Q2 2026.
Fisher Funds Management sold 2,668 UnitedHealth shares in Q2 2026, an estimated $989K.
UnitedHealth made up 0.54% of Fisher Funds Management's portfolio in Q2 2026, its #57 holding.
Fisher Funds Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Fisher Funds Management's UnitedHealth position peaked at $140M in Q4 2024.
568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fisher Funds Management's 13F filing for Q2 2026, filed 14 Jul 2026.