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Foster Victor Wealth Advisors’s UnitedHealth UNH Stock Holding History

Foster Victor Wealth Advisors’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 		$340K Sell
801
-134
-14% -$49.7K 0.02% 209
2026
Q1 		$294K Buy
935
+158
+20% +$47.1K 0.02% 209
2025
Q4 		$257K Sell
777
-260
-25% -$88.1K 0.02% 212
2025
Q3 		$374K Buy
1,037
+228
+28% +$69K 0.02% 166
2025
Q2 		$245K Buy
809
+1
+0.1% +$382 0.02% 178
2025
Q1 		$484K Sell
808
-52
-6% -$26.6K 0.04% 135
2024
Q4 		$438K Sell
860
-40
-4% -$22.7K 0.03% 136
2024
Q3 		$532K Sell
900
-8
-0.9% -$4.53K 0.04% 128
2024
Q2 		$498K Buy
908
+96
+12% +$47.1K 0.04% 130
2024
Q1 		$359K Sell
812
-3
-0.4% -$1.52K 0.03% 130
2023
Q4 		$437K Sell
815
-4
-0.5% -$2.13K 0.04% 118
2023
Q3 		$430K Sell
819
-14
-2% -$6.89K 0.05% 110
2023
Q2 		$393K Sell
833
-180
-18% -$88K 0.04% 114
2023
Q1 		$500K Buy
1,013
+30
+3% +$14.5K 0.06% 108
2022
Q4 		$482K Buy
983
+146
+17% +$77.3K 0.06% 103
2022
Q3 		$435K Sell
837
-8
-0.9% -$4.21K 0.06% 102
2022
Q2 		$435K Buy
845
+330
+64% +$166K 0.06% 101
2022
Q1 		$274K Sell
515
-39
-7% -$18.8K 0.04% 113
2021
Q4 		$262K Buy
+554
New +$251K 0.04% 126
2019
Q1 		– Sell
-991
Closed -$247K – 97
2018
Q4 		$247K Buy
+991
New +$262K 0.23% 68

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

Foster Victor Wealth Advisors's UNH Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $49.7K and leaving 801 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #209.

Foster Victor Wealth Advisors first reported a position in UNH in Q4 2018 and has held it in 20 quarters since. The position peaked at $532K in Q3 2024. 1,778 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Foster Victor Wealth Advisors held 801 shares of UnitedHealth worth $340K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 134 UnitedHealth shares in Q2 2026, an estimated $49.7K.
  • UnitedHealth made up 0.02% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #209 holding.
  • Foster Victor Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 20 quarters since.
  • Foster Victor Wealth Advisors's UnitedHealth position peaked at $532K in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.