Fortis Group Advisors’s UnitedHealth UNH Stock Holding History

Fortis Group 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	$3.12M	Sell	7,515 -382	-5%	-$142K	0.5%	58
2026 Q1	$2.93M	Sell	7,897 -2,575	-25%	-$767K	0.48%	57
2025 Q4	$3M	Buy	10,472 +1,753	+20%	+$594K	0.5%	50
2025 Q3	$2.98M	Buy	8,719 +157	+2%	+$47.5K	0.51%	53
2025 Q2	$2.14M	Buy	8,562 +5,729	+202%	+$2.19M	0.39%	61
2025 Q1	$1.48M	Sell	2,833 -3,209	-53%	-$1.64M	0.29%	87
2024 Q4	$3.06M	Buy	6,042 +57	+1%	+$32.4K	0.57%	50
2024 Q3	$3.5M	Sell	5,985 -88	-1%	-$49.8K	0.65%	46
2024 Q2	$3.09M	Sell	6,073 -3,835	-39%	-$1.88M	0.61%	46
2024 Q1	$4.9M	Buy	9,908 +428	+5%	+$218K	0.9%	35
2023 Q4	$4.48M	Hold	9,480	–	–	1.11%	15
2023 Q3	$4.48M	Sell	9,480 -18	-0.2%	-$8.86K	1.37%	13
2023 Q2	$4.57M	Buy	9,498 +7	+0.1%	+$3.42K	1.21%	26
2023 Q1	$4.67M	Buy	+9,491	New	+$4.58M	1.41%	16
2020 Q3	$8.5M	Buy	+27,271	New	+$8.38M	1.65%	17

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Fortis Group Advisors reduced its UnitedHealth (UNH) stake by 4.8% in Q2 2026, selling an estimated $142K and leaving 7,515 shares worth $3.12M. The position accounts for 0.5% of the portfolio, ranked #58.

Fortis Group Advisors first reported a position in UNH in Q3 2020 and has held it in 15 quarters since. The position peaked at $8.5M in Q3 2020. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fortis Group Advisors held 7,515 shares of UnitedHealth worth $3.12M as of Q2 2026.
Fortis Group Advisors sold 382 UnitedHealth shares in Q2 2026, an estimated $142K.
UnitedHealth made up 0.5% of Fortis Group Advisors's portfolio in Q2 2026, its #58 holding.
Fortis Group Advisors first reported a position in UnitedHealth in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's UnitedHealth position peaked at $8.5M in Q3 2020.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.