FFO
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Fortitude Family Office’s UnitedHealth UNH Stock Holding History

Fortitude Family Office’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 		$171K Buy
411
+145
+55% +$53.7K 0.03% 142
2026
Q1 		$72K Sell
266
-199
-43% -$59.3K 0.02% 190
2025
Q4 		$154K Buy
465
+65
+16% +$22K 0.04% 161
2025
Q3 		$138K Sell
400
-24
-6% -$7.26K 0.04% 163
2025
Q2 		$132K Buy
424
+21
+5% +$8.03K 0.04% 151
2025
Q1 		$211K Sell
403
-63
-14% -$32.2K 0.08% 110
2024
Q4 		$236K Buy
466
+7
+2% +$3.98K 0.08% 116
2024
Q3 		$268K Buy
459
+155
+51% +$87.7K 0.11% 97
2024
Q2 		$155K Buy
304
+85
+39% +$41.7K 0.09% 94
2024
Q1 		$108K Sell
219
-37
-14% -$18.8K 0.07% 95
2023
Q4 		$135K Buy
+256
New +$137K 0.1% 96

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fortitude Family Office's UNH Position: Q2 2026 in Review

Fortitude Family Office increased its UnitedHealth (UNH) stake by 55% in Q2 2026, buying an estimated $53.7K and bringing the position to 411 shares worth $171K. The position accounts for 0.03% of the portfolio, ranked #142.

Fortitude Family Office first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $268K in Q3 2024. 1,688 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fortitude Family Office held 411 shares of UnitedHealth worth $171K as of Q2 2026.
  • Fortitude Family Office bought 145 UnitedHealth shares in Q2 2026, an estimated $53.7K.
  • UnitedHealth made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #142 holding.
  • Fortitude Family Office first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's UnitedHealth position peaked at $268K in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.