Fogel Capital Management’s UnitedHealth UNH Stock Holding History

Fogel 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 Q1	$276K	Hold	1,020	–	–	0.13%	42
2025 Q4	$337K	Sell	1,020 -8	-0.8%	-$2.71K	0.16%	37
2025 Q3	$355K	Sell	1,028 -8	-0.8%	-$2.42K	0.16%	39
2025 Q2	$323K	Buy	1,036 +19	+2%	+$7.26K	0.17%	35
2025 Q1	$533K	Buy	1,017 +8	+0.8%	+$4.09K	0.29%	31
2024 Q4	$510K	Hold	1,009	–	–	0.26%	28
2024 Q3	$590K	Hold	1,009	–	–	0.3%	29
2024 Q2	$514K	Hold	1,009	–	–	0.27%	29
2024 Q1	$497K	Hold	1,009	–	–	0.29%	26
2023 Q4	$525K	Buy	+1,009	New	+$538K	0.4%	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

Fogel Capital Management's UNH Position: Q1 2026 in Review

Fogel Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 1,020 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #42.

Fogel Capital Management first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $590K in Q3 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fogel Capital Management held 1,020 shares of UnitedHealth worth $276K as of Q1 2026.
Fogel Capital Management left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.13% of Fogel Capital Management's portfolio in Q1 2026, its #42 holding.
Fogel Capital Management first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Fogel Capital Management's UnitedHealth position peaked at $590K in Q3 2024.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.