Fortis Capital Advisors’s UnitedHealth UNH Stock Holding History

Fortis Capital 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	$416K	Buy	+1,001	New	+$371K	0.05%	272
2025 Q2	–	Sell	-619	Closed	-$324K	–	288
2025 Q1	$324K	Buy	619 +230	+59%	+$118K	0.07%	195
2024 Q4	$230K	Sell	389 -45	-10%	-$25.6K	0.08%	161
2024 Q3	$254K	Buy	434 +19	+5%	+$10.7K	0.08%	151
2024 Q2	$211K	Sell	415 -62	-13%	-$30.4K	0.08%	149
2024 Q1	$236K	Buy	+477	New	+$242K	0.1%	149
2023 Q2	–	Sell	-337	Closed	-$159K	–	591
2023 Q1	$159K	Sell	337 -6	-2%	-$2.9K	0.09%	130
2022 Q4	$182K	Buy	+343	New	+$182K	0.11%	132

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fortis Capital Advisors's UNH Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 1,001 shares worth $416K. The stake represents 0.05% of the portfolio and ranks #272 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in UNH as recently as Q1 2025.

Fortis Capital Advisors first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fortis Capital Advisors held 1,001 shares of UnitedHealth worth $416K as of Q2 2026.
UnitedHealth was a new Fortis Capital Advisors position in Q2 2026.
UnitedHealth made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #272 holding.
Fortis Capital Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.