FC
UNH icon

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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return