FAM
UNH icon

Formidable Asset Management’s UnitedHealth UNH Stock Holding History

Formidable Asset 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 		$824K Sell
3,045
-940
-24% -$348K 0.13% 157
2026
Q1 		$1.32M Sell
3,985
-247
-6% -$73.6K 0.2% 93
2025
Q4 		$1.46M Sell
4,232
-1,735
-29% -$588K 0.21% 93
2025
Q3 		$1.86M Buy
5,967
+810
+16% +$245K 0.29% 69
2025
Q2 		$2.7M Sell
5,157
-20
-0.4% -$7.64K 0.45% 43
2025
Q1 		$2.71M Buy
5,177
+48
+0.9% +$24.5K 0.45% 43
2024
Q4 		$2.59M Sell
5,129
-188
-4% -$107K 0.43% 46
2024
Q3 		$3.11M Sell
5,317
-101
-2% -$57.1K 0.5% 37
2024
Q2 		$2.76M Buy
5,418
+257
+5% +$126K 0.45% 38
2024
Q1 		$2.55M Buy
5,161
+3,785
+275% +$1.92M 0.42% 46
2023
Q4 		$725K Hold
1,376
– – 0.15% 132
2023
Q3 		$694K Sell
1,376
-69
-5% -$34K 0.15% 135
2023
Q2 		$695K Hold
1,445
– – 0.15% 138
2023
Q1 		$694K Buy
1,445
+100
+7% +$48.3K 0.15% 137
2022
Q4 		$713K Sell
1,345
-21
-2% -$11.1K 0.16% 120
2022
Q3 		$741K Buy
1,366
+20
+1% +$10.5K 0.17% 104
2022
Q2 		$696K Buy
1,346
+10
+0.7% +$5.02K 0.16% 120
2022
Q1 		$681K Sell
1,336
-20
-1% -$9.65K 0.13% 138
2021
Q4 		$676K Sell
1,356
-1
-0.1% -$453 0.13% 148
2021
Q3 		$530K Sell
1,357
-551
-29% -$228K 0.1% 191
2021
Q2 		$764K Buy
1,908
+473
+33% +$189K 0.16% 120
2021
Q1 		$533K Buy
1,435
+81
+6% +$28.1K 0.12% 157
2020
Q4 		$474K Hold
1,354
– – 0.11% 157
2020
Q3 		$422K Sell
1,354
-15
-1% -$4.61K 0.12% 147
2020
Q2 		$408K Buy
+1,369
New +$392K 0.12% 158
2020
Q1 		– Sell
-810
Closed -$242K – 273
2019
Q4 		$242K Buy
+810
New +$212K 0.08% 183
2019
Q3 		– Sell
-999
Closed -$248K – 229
2019
Q2 		$248K Sell
999
-16,401
-94% -$3.94M 0.09% 170
2019
Q1 		$532K Buy
+17,400
New +$4.44M 0.21% 94
2016
Q2 		– Sell
-25
Closed -$3K – 402
2016
Q1 		$3K Sell
25
-2,000
-99% -$237K ﹤0.01% 446
2015
Q4 		$233K Hold
2,025
– – 0.16% 124
2015
Q3 		$234K Hold
2,025
– – 0.16% 128
2015
Q2 		$247K Hold
2,025
– – 0.16% 121
2015
Q1 		$232K Hold
2,025
– – 0.15% 124
2014
Q4 		$205K Hold
2,025
– – 0.14% 117
2014
Q3 		$192K Buy
2,025
+25
+1% +$2.11K 0.13% 120
2014
Q2 		$164K Hold
2,000
– – 0.1% 144
2014
Q1 		$151K Hold
2,000
– – 0.11% 125
2013
Q4 		$143K Hold
2,000
– – 0.1% 142
2013
Q3 		$145K Buy
+2,000
New +$143K 0.13% 118

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Formidable Asset Management's UNH Position: Q2 2026 in Review

Formidable Asset Management reduced its UnitedHealth (UNH) stake by 24% in Q2 2026, selling an estimated $348K and leaving 3,045 shares worth $824K. The position accounts for 0.13% of the portfolio, ranked #157.

Formidable Asset Management first reported a position in UNH in Q3 2013 and has held it in 39 quarters since. The position peaked at $3.11M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Formidable Asset Management held 3,045 shares of UnitedHealth worth $824K as of Q2 2026.
  • Formidable Asset Management sold 940 UnitedHealth shares in Q2 2026, an estimated $348K.
  • UnitedHealth made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #157 holding.
  • Formidable Asset Management first reported a position in UnitedHealth in Q3 2013 and has held it in 39 quarters since.
  • Formidable Asset Management's UnitedHealth position peaked at $3.11M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.