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Fort Sheridan Advisors’s UnitedHealth UNH Stock Holding History

Fort Sheridan Advisors’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 		$211K Buy
+507
New +$188K 0.02% 285
2025
Q2 		– Sell
-699
Closed -$366K – 259
2025
Q1 		$366K Buy
699
+109
+18% +$55.7K 0.06% 188
2024
Q4 		$298K Hold
590
– – 0.04% 204
2024
Q3 		$345K Buy
+590
New +$334K 0.05% 188

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 $3.38T AUM 44.17% 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

Fort Sheridan Advisors's UNH Position: Q2 2026 in Review

Fort Sheridan Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 507 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings. This is a return to the name: Fort Sheridan Advisors previously reported a position in UNH as recently as Q1 2025.

Fort Sheridan Advisors first reported a position in UNH in Q3 2024 and has held it in 4 quarters since. The position peaked at $366K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fort Sheridan Advisors held 507 shares of UnitedHealth worth $211K as of Q2 2026.
  • UnitedHealth was a new Fort Sheridan Advisors position in Q2 2026.
  • UnitedHealth made up 0.02% of Fort Sheridan Advisors's portfolio in Q2 2026, its #285 holding.
  • Fort Sheridan Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 4 quarters since.
  • Fort Sheridan Advisors's UnitedHealth position peaked at $366K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.