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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
Q2 		$426K Buy
1,024
+7
+0.7% +$2.6K 0.21% 44
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fortress Financial Group's UNH Position: Q2 2026 in Review

Fortress Financial Group increased its UnitedHealth (UNH) stake by 0.69% in Q2 2026, buying an estimated $2.6K and bringing the position to 1,024 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #44.

Fortress Financial Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $518K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fortress Financial Group held 1,024 shares of UnitedHealth worth $426K as of Q2 2026.
  • Fortress Financial Group bought 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.21% of Fortress Financial Group's portfolio in Q2 2026, its #44 holding.
  • Fortress Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Fortress Financial Group's UnitedHealth position peaked at $518K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortress Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.