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Forefront Analytics’s UnitedHealth UNH Stock Holding History

Forefront Analytics’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 		$586K Sell
1,409
-574
-29% -$213K 0.64% 15
2026
Q1 		$537K Buy
1,983
+531
+37% +$158K 0.49% 15
2025
Q4 		$479K Buy
1,452
+322
+28% +$109K 0.42% 22
2025
Q3 		$390K Buy
1,130
+396
+54% +$120K 0.38% 26
2025
Q2 		$229K Sell
734
-86
-10% -$32.9K 0.26% 36
2025
Q1 		$430K Buy
820
+33
+4% +$16.9K 0.49% 19
2024
Q4 		$400K Buy
787
+54
+7% +$30.7K 0.19% 42
2024
Q3 		$431K Sell
733
-144
-16% -$81.4K 0.2% 47
2024
Q2 		$449K Buy
877
+53
+6% +$26K 0.21% 46
2024
Q1 		$409K Buy
824
+285
+53% +$145K 0.2% 47
2023
Q4 		$286K Sell
539
-3
-0.6% -$1.6K 0.14% 52
2023
Q3 		$275K Sell
542
-88
-14% -$43.3K 0.16% 49
2023
Q2 		$304K Buy
630
+94
+18% +$46K 0.17% 47
2023
Q1 		$254K Buy
536
+12
+2% +$5.79K 0.13% 60
2022
Q4 		$279K Sell
524
-138
-21% -$73.1K 0.15% 55
2022
Q3 		$339K Buy
+662
New +$348K 0.18% 41
2020
Q2 		– Sell
-6
Closed -$1.5K – 137
2020
Q1 		$1.5K Buy
+6
New +$1.65K ﹤0.01% 112

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forefront Analytics's UNH Position: Q2 2026 in Review

Forefront Analytics reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $213K and leaving 1,409 shares worth $586K. The position accounts for 0.64% of the portfolio, ranked #15.

Forefront Analytics first reported a position in UNH in Q1 2020 and has held it in 17 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Forefront Analytics held 1,409 shares of UnitedHealth worth $586K as of Q2 2026.
  • Forefront Analytics sold 574 UnitedHealth shares in Q2 2026, an estimated $213K.
  • UnitedHealth made up 0.64% of Forefront Analytics's portfolio in Q2 2026, its #15 holding.
  • Forefront Analytics first reported a position in UnitedHealth in Q1 2020 and has held it in 17 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Forefront Analytics's 13F filing for Q2 2026, filed 13 Aug 2026.