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 Q2	$424K	Hold	1,020	–	–	0.17%	40
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 $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

Fogel Capital Management's UNH Position: Q2 2026 in Review

Fogel Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,020 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #40.

Fogel Capital Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q3 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fogel Capital Management held 1,020 shares of UnitedHealth worth $424K as of Q2 2026.
Fogel Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.17% of Fogel Capital Management's portfolio in Q2 2026, its #40 holding.
Fogel Capital Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Fogel Capital Management's UnitedHealth position peaked at $590K in Q3 2024.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.