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Fortem Financial Group’s UnitedHealth UNH Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-685
Closed -$214K – 181
2025
Q2 		$214K Sell
685
-24
-3% -$9.17K 0.07% 159
2025
Q1 		$371K Sell
709
-109
-13% -$55.7K 0.14% 139
2024
Q4 		$414K Buy
818
+117
+17% +$66.5K 0.16% 127
2024
Q3 		$410K Buy
701
+12
+2% +$6.79K 0.17% 127
2024
Q2 		$351K Sell
689
-35
-5% -$17.2K 0.15% 132
2024
Q1 		$358K Sell
724
-57
-7% -$29K 0.16% 133
2023
Q4 		$411K Sell
781
-5
-0.6% -$2.67K 0.2% 117
2023
Q3 		$396K Sell
786
-36
-4% -$17.7K 0.23% 112
2023
Q2 		$395K Buy
822
+10
+1% +$4.89K 0.23% 108
2023
Q1 		$384K Sell
812
-145
-15% -$70K 0.25% 109
2022
Q4 		$507K Buy
957
+13
+1% +$6.89K 0.3% 99
2022
Q3 		$477K Buy
944
+125
+15% +$65.7K 0.33% 94
2022
Q2 		$421K Sell
819
-5
-0.6% -$2.51K 0.28% 109
2022
Q1 		$420K Buy
824
+16
+2% +$7.72K 0.18% 120
2021
Q4 		$406K Buy
808
+15
+2% +$6.79K 0.19% 130
2021
Q3 		$310K Hold
793
– – 0.16% 137
2021
Q2 		$318K Buy
793
+17
+2% +$6.78K 0.16% 144
2021
Q1 		$289K Buy
776
+100
+15% +$34.6K 0.17% 139
2020
Q4 		$237K Hold
676
– – 0.14% 140
2020
Q3 		$211K Buy
+676
New +$208K 0.15% 132
2020
Q1 		– Sell
-823
Closed -$242K – 144
2019
Q4 		$242K Sell
823
-427
-34% -$112K 0.18% 101
2019
Q3 		$272K Sell
1,250
-39
-3% -$9.41K 0.23% 90
2019
Q2 		$315K Hold
1,289
– – 0.32% 67
2019
Q1 		$319K Sell
1,289
-21
-2% -$5.36K 0.33% 63
2018
Q4 		$326K Buy
+1,310
New +$346K 0.39% 61

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's UNH Position: Q3 2025 in Review

Fortem Financial Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 685 shares — an estimated $214K sold.

Fortem Financial Group first reported a position in UNH in Q4 2018 and held it in 25 quarters. The position peaked at $507K in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Fortem Financial Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 685 UnitedHealth shares in Q3 2025, an estimated $214K.
  • Fortem Financial Group first reported a position in UnitedHealth in Q4 2018 and held it in 25 quarters.
  • Fortem Financial Group's UnitedHealth position peaked at $507K in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.