Fortress Financial Group’s UnitedHealth UNH Stock Holding History

Fortress Financial 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 Q1	$275K	Buy	1,017 +8	+0.8%	+$2.38K	0.2%	64
2025 Q4	$333K	Buy	1,009 +7	+0.7%	+$2.37K	0.25%	57
2025 Q3	$346K	Buy	1,002 +6	+0.6%	+$1.81K	0.27%	54
2025 Q2	$311K	Buy	996 +7	+0.7%	+$2.67K	0.26%	54
2025 Q1	$518K	Buy	989 +2	+0.2%	+$1.02K	0.52%	34
2024 Q4	$499K	Buy	+987	New	+$561K	0.5%	35

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortress Financial Group's UNH Position: Q1 2026 in Review

Fortress Financial Group increased its UnitedHealth (UNH) stake by 0.79% in Q1 2026, buying an estimated $2.38K and bringing the position to 1,017 shares worth $275K. The position accounts for 0.2% of the portfolio, ranked #64.

Fortress Financial Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $518K in Q1 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fortress Financial Group held 1,017 shares of UnitedHealth worth $275K as of Q1 2026.
Fortress Financial Group bought 8 UnitedHealth shares in Q1 2026, an estimated $2.38K.
UnitedHealth made up 0.2% of Fortress Financial Group's portfolio in Q1 2026, its #64 holding.
Fortress Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Group's UnitedHealth position peaked at $518K in Q1 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.