FCM
UNH icon

Fortis Capital Management’s UnitedHealth UNH Stock Holding History

Fortis Capital Management’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 		$246K Buy
+592
New +$219K 0.03% 209
2025
Q2 		– Sell
-937
Closed -$491K – 182
2025
Q1 		$491K Sell
937
-8,543
-90% -$4.37M 0.1% 104
2024
Q4 		$4.8M Buy
9,480
+560
+6% +$318K 0.89% 34
2024
Q3 		$5.22M Buy
8,920
+357
+4% +$202K 1.05% 22
2024
Q2 		$4.36M Buy
8,563
+4,880
+133% +$2.39M 0.93% 29
2024
Q1 		$1.82M Buy
3,683
+669
+22% +$340K 0.48% 50
2023
Q4 		$1.59M Buy
3,014
+311
+12% +$166K 0.41% 58
2023
Q3 		$1.36M Buy
2,703
+235
+10% +$116K 0.42% 51
2023
Q2 		$1.19M Buy
2,468
+128
+5% +$62.6K 0.42% 41
2023
Q1 		$1.11M Buy
2,340
+85
+4% +$41K 0.45% 39
2022
Q4 		$1.2M Buy
2,255
+19
+0.8% +$10.1K 0.88% 23
2022
Q3 		$1.13M Sell
2,236
-20
-0.9% -$10.5K 0.96% 26
2022
Q2 		$1.16M Sell
2,256
-109
-5% -$54.7K 1.14% 22
2022
Q1 		$1.21M Buy
2,365
+121
+5% +$58.4K 0.62% 42
2021
Q4 		$1.13M Buy
2,244
+130
+6% +$58.8K 0.58% 39
2021
Q3 		$826K Buy
2,114
+364
+21% +$151K 0.44% 79
2021
Q2 		$701K Buy
1,750
+474
+37% +$189K 0.36% 78
2021
Q1 		$475K Sell
1,276
-6,085
-83% -$2.11M 0.27% 81
2020
Q4 		$2.58M Buy
7,361
+171
+2% +$57.3K 1.97% 6
2020
Q3 		$2.24M Buy
+7,190
New +$2.21M 1.78% 3

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Fortis Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 592 shares worth $246K. The stake represents 0.03% of the portfolio and ranks #209 among its holdings. This is a return to the name: Fortis Capital Management previously reported a position in UNH as recently as Q1 2025.

Fortis Capital Management first reported a position in UNH in Q3 2020 and has held it in 20 quarters since. The position peaked at $5.22M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fortis Capital Management held 592 shares of UnitedHealth worth $246K as of Q2 2026.
  • UnitedHealth was a new Fortis Capital Management position in Q2 2026.
  • UnitedHealth made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #209 holding.
  • Fortis Capital Management first reported a position in UnitedHealth in Q3 2020 and has held it in 20 quarters since.
  • Fortis Capital Management's UnitedHealth position peaked at $5.22M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.