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Fortune Financial Advisors’s UnitedHealth UNH Stock Holding History

Fortune Financial 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 		$220K Buy
+530
New +$196K 0.09% 154
2024
Q1 		– Sell
-386
Closed -$203K – 140
2023
Q4 		$203K Buy
+386
New +$206K 0.14% 125

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Fortune Financial Advisors's UNH Position: Q2 2026 in Review

Fortune Financial Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 530 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Fortune Financial Advisors previously reported a position in UNH as recently as Q4 2023.

Fortune Financial Advisors first reported a position in UNH in Q4 2023 and has held it in 2 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fortune Financial Advisors held 530 shares of UnitedHealth worth $220K as of Q2 2026.
  • UnitedHealth was a new Fortune Financial Advisors position in Q2 2026.
  • UnitedHealth made up 0.09% of Fortune Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Fortune Financial Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 2 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.