Foster Group
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
Q3 		$1.41M Sell
3,838
-36
-0.9% -$14.5K 0.04% 102
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% +$10K 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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Foster Group's UNH Position: Q3 2026 in Review

Foster Group reduced its UnitedHealth (UNH) stake by 0.93% in Q3 2026, selling an estimated $14.5K and leaving 3,838 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #102.

Foster Group first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.8M in Q2 2024. 620 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Foster Group held 3,838 shares of UnitedHealth worth $1.41M as of Q3 2026.
  • Foster Group sold 36 UnitedHealth shares in Q3 2026, an estimated $14.5K.
  • UnitedHealth made up 0.04% of Foster Group's portfolio in Q3 2026, its #102 holding.
  • Foster Group first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Foster Group's UnitedHealth position peaked at $1.8M in Q2 2024.
  • 620 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.