FORA Capital’s UnitedHealth UNH Stock Holding History

FORA Capital’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	$13.1M	Buy	+48,314	New	+$14.4M	0.96%	26
2024 Q3	–	Sell	-4,728	Closed	-$2.41M	–	587
2024 Q2	$2.41M	Sell	4,728 -36,727	-89%	-$18M	0.29%	116
2024 Q1	$20.5M	Buy	41,455 +25,177	+155%	+$12.8M	1.69%	1
2023 Q4	$8.57M	Buy	+16,278	New	+$8.68M	0.74%	32
2023 Q3	–	Sell	-597	Closed	-$287K	–	588
2023 Q2	$287K	Sell	597 -26,882	-98%	-$13.1M	0.04%	284
2023 Q1	$13M	Buy	27,479 +23,475	+586%	+$11.3M	1.3%	5
2022 Q4	$2.12M	Buy	+4,004	New	+$2.12M	0.34%	81
2022 Q2	–	Sell	-511	Closed	-$266K	–	692
2022 Q1	$266K	Sell	511 -2,891	-85%	-$1.39M	0.05%	419
2021 Q4	$1.71M	Buy	+3,402	New	+$1.54M	0.66%	31
2021 Q2	–	Sell	-2,547	Closed	-$948K	–	1163
2021 Q1	$948K	Sell	2,547 -7,058	-73%	-$2.45M	0.31%	65
2020 Q4	$3.37M	Buy	9,605 +3,605	+60%	+$1.21M	0.51%	37
2020 Q3	$1.87M	Buy	6,000 +4,684	+356%	+$1.44M	1.23%	11
2020 Q2	$388K	Buy	+1,316	New	+$377K	0.13%	204

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return