FG
UNH icon

Foster Group’s UnitedHealth UNH Stock Holding History

Foster 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 		$1.61M Buy
3,874
+349
+10% +$129K 0.04% 98
2026
Q1 		$954K Sell
3,525
-146
-4% -$43.5K 0.03% 113
2025
Q4 		$1.21M Buy
3,671
+2,467
+205% +$836K 0.04% 101
2025
Q3 		$416K Buy
1,204
+354
+42% +$107K 0.01% 162
2025
Q2 		$265K Sell
850
-300
-26% -$115K 0.01% 210
2025
Q1 		$602K Sell
1,150
-11
-0.9% -$5.62K 0.02% 117
2024
Q4 		$587K Sell
1,161
-334
-22% -$190K 0.02% 110
2024
Q3 		$874K Sell
1,495
-2,036
-58% -$1.15M 0.03% 96
2024
Q2 		$1.8M Buy
3,531
+125
+4% +$61.3K 0.07% 69
2024
Q1 		$1.68M Buy
3,406
+53
+2% +$26.9K 0.08% 64
2023
Q4 		$1.69M Hold
3,353
– – 0.1% 52
2023
Q3 		$1.69M Sell
3,353
-17
-0.5% -$8.37K 0.1% 52
2023
Q2 		$1.62M Buy
3,370
+66
+2% +$32.3K 0.1% 54
2023
Q1 		$1.56M Buy
3,304
+268
+9% +$129K 0.1% 52
2022
Q4 		$1.61M Sell
3,036
-15
-0.5% -$7.95K 0.12% 49
2022
Q3 		$1.54M Buy
3,051
+139
+5% +$73.1K 0.13% 47
2022
Q2 		$1.5M Buy
2,912
+159
+6% +$79.8K 0.11% 52
2022
Q1 		$1.4M Sell
2,753
-48
-2% -$23.2K 0.12% 49
2021
Q4 		$1.41M Buy
2,801
+335
+14% +$152K 0.12% 43
2021
Q3 		$964K Hold
2,466
– – 0.09% 54
2021
Q2 		$987K Buy
2,466
+25
+1% +$9.97K 0.11% 51
2021
Q1 		$908K Buy
2,441
+46
+2% +$15.9K 0.14% 46
2020
Q4 		$829K Buy
+2,395
New +$803K 0.15% 39

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Foster Group's UNH Position: Q2 2026 in Review

Foster Group increased its UnitedHealth (UNH) stake by 9.9% in Q2 2026, buying an estimated $129K and bringing the position to 3,874 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #98.

Foster Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.8M in Q2 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Foster Group held 3,874 shares of UnitedHealth worth $1.61M as of Q2 2026.
  • Foster Group bought 349 UnitedHealth shares in Q2 2026, an estimated $129K.
  • UnitedHealth made up 0.04% of Foster Group's portfolio in Q2 2026, its #98 holding.
  • Foster Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Foster Group's UnitedHealth position peaked at $1.8M in Q2 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.