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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
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

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 Management's UNH Position: Q2 2025 in Review

Fortis Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 937 shares — an estimated $491K sold.

Fortis Capital Management first reported a position in UNH in Q3 2020 and held it in 19 quarters. The position peaked at $5.22M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Fortis Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Management sold 937 UnitedHealth shares in Q2 2025, an estimated $491K.
  • Fortis Capital Management first reported a position in UnitedHealth in Q3 2020 and held it in 19 quarters.
  • Fortis Capital Management's UnitedHealth position peaked at $5.22M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Fortis Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.