Folger Nolan Fleming Douglas Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.4M | Sell |
29,919
-202
| -0.7% | -$74.9K | 1.02% | 29 |
|
|
2026
Q1 | $8.15M | Sell |
30,121
-143
| -0.5% | -$42.6K | 0.73% | 37 |
|
|
2025
Q4 | $9.99M | Sell |
30,264
-291
| -1% | -$98.6K | 1.02% | 26 |
|
|
2025
Q3 | $10.6M | Buy |
30,555
+1,757
| +6% | +$531K | 1.1% | 24 |
|
|
2025
Q2 | $8.98M | Buy |
28,798
+3,660
| +15% | +$1.4M | 1% | 27 |
|
|
2025
Q1 | $13.2M | Sell |
25,138
-85
| -0.3% | -$43.5K | 1.48% | 19 |
|
|
2024
Q4 | $12.8M | Buy |
25,223
+432
| +2% | +$245K | 1.34% | 19 |
|
|
2024
Q3 | $14.5M | Buy |
24,791
+287
| +1% | +$162K | 1.43% | 19 |
|
|
2024
Q2 | $12.5M | Buy |
24,504
+484
| +2% | +$237K | 1.28% | 21 |
|
|
2024
Q1 | $11.9M | Buy |
24,020
+241
| +1% | +$123K | 1.21% | 22 |
|
|
2023
Q4 | $12.5M | Sell |
23,779
-247
| -1% | -$132K | 1.37% | 20 |
|
|
2023
Q3 | $12.1M | Buy |
24,026
+297
| +1% | +$146K | 1.41% | 19 |
|
|
2023
Q2 | $11.4M | Buy |
23,729
+928
| +4% | +$454K | 1.24% | 22 |
|
|
2023
Q1 | $10.8M | Buy |
22,801
+157
| +0.7% | +$75.8K | 1.26% | 22 |
|
|
2022
Q4 | $12M | Buy |
22,644
+26
| +0.1% | +$13.8K | 1.44% | 18 |
|
|
2022
Q3 | $11.4M | Sell |
22,618
-173
| -0.8% | -$91K | 1.55% | 16 |
|
|
2022
Q2 | $11.7M | Sell |
22,791
-247
| -1% | -$124K | 1.54% | 16 |
|
|
2022
Q1 | $11.7M | Sell |
23,038
-41
| -0.2% | -$19.8K | 1.31% | 22 |
|
|
2021
Q4 | $11.6M | Sell |
23,079
-15
| -0.1% | -$6.79K | 1.26% | 22 |
|
|
2021
Q3 | $9.02M | Sell |
23,094
-87
| -0.4% | -$36K | 1.09% | 27 |
|
|
2021
Q2 | $9.28M | Sell |
23,181
-9
| -0% | -$3.59K | 1.08% | 25 |
|
|
2021
Q1 | $8.63M | Sell |
23,190
-213
| -0.9% | -$73.8K | 1.05% | 26 |
|
|
2020
Q4 | $8.21M | Buy |
23,403
+156
| +0.7% | +$52.3K | 1.08% | 24 |
|
|
2020
Q3 | $7.25M | Sell |
23,247
-174
| -0.7% | -$53.4K | 1.09% | 24 |
|
|
2020
Q2 | $6.91M | Sell |
23,421
-145
| -0.6% | -$41.5K | 1.12% | 24 |
|
|
2020
Q1 | $5.88M | Sell |
23,566
-715
| -3% | -$197K | 1.17% | 25 |
|
|
2019
Q4 | $7.14M | Sell |
24,281
-87
| -0.4% | -$22.8K | 1.04% | 28 |
|
|
2019
Q3 | $5.3M | Sell |
24,368
-500
| -2% | -$121K | 0.82% | 36 |
|
|
2019
Q2 | $6.07M | Buy |
24,868
+70
| +0.3% | +$16.8K | 0.91% | 33 |
|
|
2019
Q1 | $6.13M | Buy |
24,798
+47
| +0.2% | +$12K | 0.92% | 29 |
|
|
2018
Q4 | $6.17M | Sell |
24,751
-5
| -0% | -$1.32K | 1.01% | 22 |
|
|
2018
Q3 | $6.59M | Sell |
24,756
-60
| -0.2% | -$15.6K | 0.93% | 28 |
|
|
2018
Q2 | $6.09M | Buy |
24,816
+85
| +0.3% | +$20.4K | 0.89% | 25 |
|
|
2018
Q1 | $5.29M | Buy |
24,731
+540
| +2% | +$123K | 0.79% | 29 |
|
|
2017
Q4 | $5.33M | Sell |
24,191
-15
| -0.1% | -$3.18K | 0.74% | 32 |
|
|
2017
Q3 | $4.74M | Sell |
24,206
-51
| -0.2% | -$9.85K | 0.69% | 33 |
|
|
2017
Q2 | $4.5M | Sell |
24,257
-390
| -2% | -$68.4K | 0.69% | 32 |
|
|
2017
Q1 | $4.04M | Sell |
24,647
-150
| -0.6% | -$24.6K | 0.6% | 38 |
|
|
2016
Q4 | $3.55M | Hold |
24,797
| – | – | 0.59% | 41 |
|
|
2016
Q3 | $3.55M | Buy |
24,797
+75
| +0.3% | +$10.5K | 0.59% | 41 |
|
|
2016
Q2 | $3.49M | Buy |
24,722
+25
| +0.1% | +$3.33K | 0.6% | 40 |
|
|
2016
Q1 | $3.18M | Sell |
24,697
-78
| -0.3% | -$9.23K | 0.57% | 42 |
|
|
2015
Q4 | $2.92M | Buy |
24,775
+1,475
| +6% | +$172K | 0.52% | 42 |
|
|
2015
Q3 | $2.7M | Buy |
23,300
+3,245
| +16% | +$388K | 0.55% | 45 |
|
|
2015
Q2 | $2.45M | Buy |
20,055
+1,865
| +10% | +$221K | 0.45% | 53 |
|
|
2015
Q1 | $2.15M | Buy |
+18,190
| New | +$2.02M | 0.38% | 57 |
|
|
2014
Q4 | – | Sell |
-1,510
| Closed | -$130K | – | 179 |
|
|
2014
Q3 | $130K | Buy |
+1,510
| New | +$128K | 0.02% | 156 |
|
Other funds holding UNH
PAM
Folger Nolan Fleming Douglas Capital Management's UNH Position: Q2 2026 in Review
Folger Nolan Fleming Douglas Capital Management reduced its UnitedHealth (UNH) stake by 0.67% in Q2 2026, selling an estimated $74.9K and leaving 29,919 shares worth $12.4M. The position accounts for 1.02% of the portfolio, ranked #29.
Folger Nolan Fleming Douglas Capital Management first reported a position in UNH in Q3 2014 and has held it in 47 quarters since. The position peaked at $14.5M in Q3 2024. 1,679 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Folger Nolan Fleming Douglas Capital Management held 29,919 shares of UnitedHealth worth $12.4M as of Q2 2026.
- Folger Nolan Fleming Douglas Capital Management sold 202 UnitedHealth shares in Q2 2026, an estimated $74.9K.
- UnitedHealth made up 1.02% of Folger Nolan Fleming Douglas Capital Management's portfolio in Q2 2026, its #29 holding.
- Folger Nolan Fleming Douglas Capital Management first reported a position in UnitedHealth in Q3 2014 and has held it in 47 quarters since.
- Folger Nolan Fleming Douglas Capital Management's UnitedHealth position peaked at $14.5M in Q3 2024.
- 1,679 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.