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Forte Capital’s UnitedHealth UNH Stock Holding History

Forte 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
2025
Q2 		– Sell
-2,139
Closed -$1.12M – 243
2025
Q1 		$1.12M Buy
2,139
+79
+4% +$40.4K 0.13% 108
2024
Q4 		$1.04M Sell
2,060
-40
-2% -$22.7K 0.12% 109
2024
Q3 		$1.23M Sell
2,100
-316
-13% -$179K 0.14% 108
2024
Q2 		$1.23M Sell
2,416
-4
-0.2% -$1.96K 0.15% 102
2024
Q1 		$1.2M Buy
2,420
+217
+10% +$110K 0.15% 101
2023
Q4 		$1.16M Buy
2,203
+44
+2% +$23.5K 0.16% 96
2023
Q3 		$1.09M Sell
2,159
-25
-1% -$12.3K 0.17% 93
2023
Q2 		$1.05M Sell
2,184
-5
-0.2% -$2.44K 0.15% 95
2023
Q1 		$1.03M Buy
2,189
+27
+1% +$13K 0.16% 98
2022
Q4 		$1.15M Buy
2,162
+179
+9% +$94.8K 0.2% 93
2022
Q3 		$1M Buy
1,983
+15
+0.8% +$7.89K 0.18% 96
2022
Q2 		$1.01M Buy
1,968
+266
+16% +$134K 0.18% 99
2022
Q1 		$855K Hold
1,702
– – 0.11% 118
2021
Q4 		$855K Buy
1,702
+1,186
+230% +$537K 0.11% 118
2021
Q3 		$202K Sell
516
-160
-24% -$66.3K 0.03% 214
2021
Q2 		$271K Buy
676
+59
+10% +$23.5K 0.04% 190
2021
Q1 		$230K Sell
617
-90
-13% -$31.2K 0.04% 196
2020
Q4 		$248K Buy
707
+6
+0.9% +$2.01K 0.04% 182
2020
Q3 		$219K Sell
701
-106
-13% -$32.6K 0.04% 175
2020
Q2 		$238K Buy
+807
New +$231K 0.05% 160

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forte Capital's UNH Position: Q2 2025 in Review

Forte Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,139 shares — an estimated $1.12M sold.

Forte Capital first reported a position in UNH in Q2 2020 and held it in 20 quarters. The position peaked at $1.23M in Q2 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Forte Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Forte Capital sold 2,139 UnitedHealth shares in Q2 2025, an estimated $1.12M.
  • Forte Capital first reported a position in UnitedHealth in Q2 2020 and held it in 20 quarters.
  • Forte Capital's UnitedHealth position peaked at $1.23M in Q2 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.