FFM
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Forum Financial Management’s UnitedHealth UNH Stock Holding History

Forum Financial Management’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 		$550K Buy
1,323
+20
+2% +$7.41K 0.01% 197
2026
Q1 		$353K Sell
1,303
-5,937
-82% -$1.77M 0.01% 244
2025
Q4 		$2.39M Buy
7,240
+213
+3% +$72.2K 0.03% 126
2025
Q3 		$2.43M Sell
7,027
-309
-4% -$93.5K 0.03% 120
2025
Q2 		$2.29M Sell
7,336
-1,312
-15% -$501K 0.03% 110
2025
Q1 		$4.53M Buy
8,648
+168
+2% +$85.9K 0.08% 59
2024
Q4 		$4.29M Buy
8,480
+1,709
+25% +$971K 0.07% 60
2024
Q3 		$3.96M Sell
6,771
-17
-0.3% -$9.62K 0.07% 54
2024
Q2 		$3.46M Sell
6,788
-104
-2% -$51K 0.06% 60
2024
Q1 		$3.41M Sell
6,892
-78
-1% -$39.7K 0.06% 76
2023
Q4 		$3.67M Sell
6,970
-360
-5% -$192K 0.07% 56
2023
Q3 		$3.7M Buy
7,330
+6
+0.1% +$2.95K 0.08% 51
2023
Q2 		$3.52M Buy
7,324
+465
+7% +$227K 0.08% 50
2023
Q1 		$3.24M Buy
6,859
+133
+2% +$64.2K 0.09% 51
2022
Q4 		$3.57M Sell
6,726
-1
-0% -$530 0.12% 45
2022
Q3 		$3.4M Buy
6,727
+9
+0.1% +$4.73K 0.16% 41
2022
Q2 		$3.45M Buy
6,718
+183
+3% +$91.9K 0.17% 39
2022
Q1 		$3.33M Sell
6,535
-6
-0.1% -$2.89K 0.16% 38
2021
Q4 		$3.28M Buy
+6,541
New +$2.96M 0.17% 35

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Forum Financial Management's UNH Position: Q2 2026 in Review

Forum Financial Management increased its UnitedHealth (UNH) stake by 1.5% in Q2 2026, buying an estimated $7.41K and bringing the position to 1,323 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #197.

Forum Financial Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q1 2025. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Forum Financial Management held 1,323 shares of UnitedHealth worth $550K as of Q2 2026.
  • Forum Financial Management bought 20 UnitedHealth shares in Q2 2026, an estimated $7.41K.
  • UnitedHealth made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #197 holding.
  • Forum Financial Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's UnitedHealth position peaked at $4.53M in Q1 2025.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.