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 Q2	$10.3M	Sell	24,857 -23,457	-49%	-$8.69M	0.71%	43
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 $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

FORA Capital's UNH Position: Q2 2026 in Review

FORA Capital reduced its UnitedHealth (UNH) stake by 49% in Q2 2026, selling an estimated $8.69M and leaving 24,857 shares worth $10.3M. The position accounts for 0.71% of the portfolio, ranked #43.

FORA Capital first reported a position in UNH in Q2 2020 and has held it in 14 quarters since. The position peaked at $20.5M in Q1 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

FORA Capital held 24,857 shares of UnitedHealth worth $10.3M as of Q2 2026.
FORA Capital sold 23,457 UnitedHealth shares in Q2 2026, an estimated $8.69M.
UnitedHealth made up 0.71% of FORA Capital's portfolio in Q2 2026, its #43 holding.
FORA Capital first reported a position in UnitedHealth in Q2 2020 and has held it in 14 quarters since.
FORA Capital's UnitedHealth position peaked at $20.5M in Q1 2024.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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