Forum Finance Group’s UnitedHealth UNH Stock Holding History

Forum Finance 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	$24K	Hold	70	–	–	0.01%	265
2026 Q1	$17K	Buy	+70	New	+$20.8K	0.01%	251

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forum Finance Group's UNH Position: Q2 2026 in Review

Forum Finance Group held its UnitedHealth (UNH) position steady in Q2 2026 at 70 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #265.

Forum Finance Group first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Forum Finance Group held 70 shares of UnitedHealth worth $24K as of Q2 2026.
Forum Finance Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Forum Finance Group's portfolio in Q2 2026, its #265 holding.
Forum Finance Group first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.