Foster & Motley’s UnitedHealth UNH Stock Holding History

Foster & Motley’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 Q1	$810K	Sell	2,994 -772	-20%	-$230K	0.04%	257
2025 Q4	$1.24M	Sell	3,766 -489	-11%	-$166K	0.07%	209
2025 Q3	$1.47M	Sell	4,255 -619	-13%	-$187K	0.08%	194
2025 Q2	$1.52M	Sell	4,874 -416	-8%	-$159K	0.09%	195
2025 Q1	$2.77M	Sell	5,290 -692	-12%	-$354K	0.17%	131
2024 Q4	$3.03M	Sell	5,982 -107	-2%	-$60.8K	0.2%	116
2024 Q3	$3.56M	Sell	6,089 -288	-5%	-$163K	0.23%	111
2024 Q2	$3.25M	Buy	6,377 +24	+0.4%	+$11.8K	0.22%	114
2024 Q1	$3.14M	Sell	6,353 -161	-2%	-$81.8K	0.22%	119
2023 Q4	$3.43M	Sell	6,514 -556	-8%	-$297K	0.25%	111
2023 Q3	$3.56M	Sell	7,070 -409	-5%	-$201K	0.29%	96
2023 Q2	$3.6M	Buy	7,479 +123	+2%	+$60.1K	0.28%	103
2023 Q1	$3.48M	Sell	7,356 -128	-2%	-$61.8K	0.28%	96
2022 Q4	$3.97M	Buy	7,484 +47	+0.6%	+$24.9K	0.34%	77
2022 Q3	$3.76M	Sell	7,437 -284	-4%	-$149K	0.36%	69
2022 Q2	$3.97M	Sell	7,721 -427	-5%	-$214K	0.35%	67
2022 Q1	$4.16M	Sell	8,148 -56	-0.7%	-$27K	0.33%	76
2021 Q4	$4.12M	Sell	8,204 -68	-0.8%	-$30.8K	0.32%	80
2021 Q3	$3.23M	Sell	8,272 -112	-1%	-$46.4K	0.27%	93
2021 Q2	$3.36M	Sell	8,384 -182	-2%	-$72.6K	0.28%	89
2021 Q1	$3.19M	Sell	8,566 -332	-4%	-$115K	0.27%	93
2020 Q4	$3.12M	Sell	8,898 -466	-5%	-$156K	0.3%	85
2020 Q3	$2.92M	Sell	9,364 -357	-4%	-$110K	0.34%	83
2020 Q2	$2.87M	Sell	9,721 -1,087	-10%	-$311K	0.36%	80
2020 Q1	$2.69M	Sell	10,808 -476	-4%	-$131K	0.4%	74
2019 Q4	$3.32M	Sell	11,284 -1,334	-11%	-$349K	0.42%	68
2019 Q3	$2.74M	Sell	12,618 -5	-0%	-$1.21K	0.37%	78
2019 Q2	$3.08M	Buy	12,623 +162	+1%	+$39K	0.43%	66
2019 Q1	$3.08M	Sell	12,461 -295	-2%	-$75.2K	0.44%	65
2018 Q4	$3.18M	Sell	12,756 -338	-3%	-$89.3K	0.51%	60
2018 Q3	$3.48M	Sell	13,094 -397	-3%	-$103K	0.52%	59
2018 Q2	$3.31M	Buy	13,491 +156	+1%	+$37.5K	0.53%	58
2018 Q1	$2.85M	Sell	13,335 -829	-6%	-$189K	0.47%	63
2017 Q4	$3.12M	Sell	14,164 -685	-5%	-$145K	0.5%	60
2017 Q3	$2.91M	Sell	14,849 -290	-2%	-$56K	0.5%	62
2017 Q2	$2.81M	Buy	15,139 +577	+4%	+$101K	0.5%	64
2017 Q1	$2.39M	Buy	14,562 +651	+5%	+$107K	0.44%	78
2016 Q4	$2.23M	Buy	13,911 +5,298	+62%	+$791K	0.43%	77
2016 Q3	$1.21M	Buy	8,613 +5,054	+142%	+$708K	0.23%	99
2016 Q2	$503K	Buy	3,559 +632	+22%	+$84.3K	0.1%	127
2016 Q1	$377K	Buy	2,927 +442	+18%	+$52.3K	0.08%	133
2015 Q4	$292K	Sell	2,485 -132	-5%	-$15.4K	0.06%	152
2015 Q3	$304K	Buy	2,617 +352	+16%	+$42.1K	0.07%	152
2015 Q2	$276K	Sell	2,265 -140	-6%	-$16.6K	0.06%	157
2015 Q1	$284K	Sell	2,405 -275	-10%	-$30.5K	0.06%	151
2014 Q4	$271K	Buy	2,680 +140	+6%	+$13.3K	0.06%	150
2014 Q3	$219K	Sell	2,540 -155	-6%	-$13.1K	0.05%	156
2014 Q2	$220K	Sell	2,695 -724	-21%	-$57K	0.05%	155
2014 Q1	$280K	Sell	3,419 -2,397	-41%	-$180K	0.07%	144
2013 Q4	$438K	Sell	5,816 -2,424	-29%	-$174K	0.11%	120
2013 Q3	$590K	Sell	8,240 -522	-6%	-$37.4K	0.16%	102
2013 Q2	$574K	Buy	+8,762	New	+$545K	0.16%	103

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foster & Motley's UNH Position: Q1 2026 in Review

Foster & Motley reduced its UnitedHealth (UNH) stake by 20% in Q1 2026, selling an estimated $230K and leaving 2,994 shares worth $810K. The position accounts for 0.04% of the portfolio, ranked #257.

Foster & Motley first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.16M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Foster & Motley held 2,994 shares of UnitedHealth worth $810K as of Q1 2026.
Foster & Motley sold 772 UnitedHealth shares in Q1 2026, an estimated $230K.
UnitedHealth made up 0.04% of Foster & Motley's portfolio in Q1 2026, its #257 holding.
Foster & Motley first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Foster & Motley's UnitedHealth position peaked at $4.16M in Q1 2022.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.