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Fortitude Advisory Group’s UnitedHealth UNH Stock Holding History

Fortitude Advisory Group’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 		$392K Sell
942
-99
-10% -$36.7K 0.15% 128
2026
Q1 		$282K Sell
1,041
-15
-1% -$4.47K 0.13% 158
2025
Q4 		$349K Buy
1,056
+20
+2% +$6.78K 0.15% 117
2025
Q3 		$358K Sell
1,036
-45
-4% -$13.6K 0.19% 113
2025
Q2 		$337K Buy
1,081
+30
+3% +$11.5K 0.19% 117
2025
Q1 		$615K Sell
1,051
-463
-31% -$237K 0.44% 42
2024
Q4 		$766K Sell
1,514
-97
-6% -$55.1K 0.46% 42
2024
Q3 		$942K Sell
1,611
-76
-5% -$43K 0.59% 31
2024
Q2 		$859K Buy
1,687
+68
+4% +$33.3K 0.51% 33
2024
Q1 		$801K Sell
1,619
-234
-13% -$119K 0.45% 45
2023
Q4 		$976K Buy
1,853
+27
+1% +$14.4K 0.59% 28
2023
Q3 		$921K Buy
1,826
+52
+3% +$25.6K 0.62% 28
2023
Q2 		$853K Sell
1,774
-14
-0.8% -$6.85K 0.63% 35
2023
Q1 		$845K Buy
1,788
+127
+8% +$61.3K 0.65% 29
2022
Q4 		$881K Buy
1,661
+49
+3% +$26K 0.75% 25
2022
Q3 		$814K Buy
1,612
+39
+2% +$20.5K 0.77% 23
2022
Q2 		$808K Sell
1,573
-75
-5% -$37.7K 0.74% 28
2022
Q1 		$840K Buy
1,648
+251
+18% +$121K 0.45% 37
2021
Q4 		$702K Buy
+1,397
New +$632K 0.35% 45

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fortitude Advisory Group's UNH Position: Q2 2026 in Review

Fortitude Advisory Group reduced its UnitedHealth (UNH) stake by 9.5% in Q2 2026, selling an estimated $36.7K and leaving 942 shares worth $392K. The position accounts for 0.15% of the portfolio, ranked #128.

Fortitude Advisory Group first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $976K in Q4 2023. 1,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fortitude Advisory Group held 942 shares of UnitedHealth worth $392K as of Q2 2026.
  • Fortitude Advisory Group sold 99 UnitedHealth shares in Q2 2026, an estimated $36.7K.
  • UnitedHealth made up 0.15% of Fortitude Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Fortitude Advisory Group first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's UnitedHealth position peaked at $976K in Q4 2023.
  • 1,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.