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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
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

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
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 $1.56T 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

Fortis Capital Advisors's UNH Position: Q2 2025 in Review

Fortis Capital Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 619 shares — an estimated $324K sold.

Fortis Capital Advisors first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $324K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Fortis Capital Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 619 UnitedHealth shares in Q2 2025, an estimated $324K.
  • Fortis Capital Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Fortis Capital Advisors's UnitedHealth position peaked at $324K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.