Founders Capital Management (Connecticut)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $408K | Hold |
982
| – | – | 0.06% | 63 |
|
|
2026
Q1 | $266K | Hold |
982
| – | – | 0.04% | 69 |
|
|
2025
Q4 | $324K | Buy |
982
+29
| +3% | +$9.83K | 0.05% | 67 |
|
|
2025
Q3 | $329K | Hold |
953
| – | – | 0.05% | 67 |
|
|
2025
Q2 | $297K | Sell |
953
-882
| -48% | -$337K | 0.05% | 70 |
|
|
2025
Q1 | $961K | Hold |
1,835
| – | – | 0.18% | 44 |
|
|
2024
Q4 | $928K | Sell |
1,835
-104
| -5% | -$59.1K | 0.16% | 43 |
|
|
2024
Q3 | $1.13M | Hold |
1,939
| – | – | 0.2% | 45 |
|
|
2024
Q2 | $988K | Hold |
1,939
| – | – | 0.18% | 45 |
|
|
2024
Q1 | $959K | Buy |
1,939
+208
| +12% | +$106K | 0.18% | 45 |
|
|
2023
Q4 | $911K | Hold |
1,731
| – | – | 0.19% | 46 |
|
|
2023
Q3 | $873K | Hold |
1,731
| – | – | 0.2% | 46 |
|
|
2023
Q2 | $832K | Hold |
1,731
| – | – | 0.19% | 49 |
|
|
2023
Q1 | $818K | Hold |
1,731
| – | – | 0.2% | 48 |
|
|
2022
Q4 | $918K | Buy |
1,731
+90
| +5% | +$47.7K | 0.25% | 45 |
|
|
2022
Q3 | $829K | Hold |
1,641
| – | – | 0.23% | 46 |
|
|
2022
Q2 | $843K | Hold |
1,641
| – | – | 0.22% | 48 |
|
|
2022
Q1 | $837K | Hold |
1,641
| – | – | 0.18% | 46 |
|
|
2021
Q4 | $824K | Sell |
1,641
-32
| -2% | -$14.5K | 0.18% | 43 |
|
|
2021
Q3 | $654K | Hold |
1,673
| – | – | 0.17% | 44 |
|
|
2021
Q2 | $670K | Buy |
1,673
+50
| +3% | +$19.9K | 0.16% | 49 |
|
|
2021
Q1 | $604K | Buy |
1,623
+50
| +3% | +$17.3K | 0.15% | 52 |
|
|
2020
Q4 | $552K | Hold |
1,573
| – | – | 0.16% | 47 |
|
|
2020
Q3 | $490K | Hold |
1,573
| – | – | 0.16% | 48 |
|
|
2020
Q2 | $464K | Hold |
1,573
| – | – | 0.16% | 48 |
|
|
2020
Q1 | $392K | Buy |
1,573
+525
| +50% | +$144K | 0.16% | 45 |
|
|
2019
Q4 | $308K | Hold |
1,048
| – | – | 0.1% | 50 |
|
|
2019
Q3 | $230K | Hold |
1,048
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $256K | Hold |
1,048
| – | – | 0.09% | 55 |
|
|
2019
Q1 | $259K | Hold |
1,048
| – | – | 0.1% | 51 |
|
|
2018
Q4 | $261K | Hold |
1,048
| – | – | 0.11% | 45 |
|
|
2018
Q3 | $283K | Hold |
1,048
| – | – | 0.12% | 48 |
|
|
2018
Q2 | $257K | Hold |
1,048
| – | – | 0.12% | 46 |
|
|
2018
Q1 | $228K | Hold |
1,048
| – | – | 0.1% | 48 |
|
|
2017
Q4 | $231K | Hold |
1,048
| – | – | 0.1% | 50 |
|
|
2017
Q3 | $205K | Sell |
1,048
-60
| -5% | -$11.6K | 0.1% | 53 |
|
|
2017
Q2 | $205K | Buy |
+1,108
| New | +$194K | 0.1% | 53 |
|
Other funds holding UNH
VAM
Founders Capital Management (Connecticut)'s UNH Position: Q2 2026 in Review
Founders Capital Management (Connecticut) held its UnitedHealth (UNH) position steady in Q2 2026 at 982 shares worth $408K. The position accounts for 0.06% of the portfolio, ranked #63.
Founders Capital Management (Connecticut) first reported a position in UNH in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.13M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Founders Capital Management (Connecticut) held 982 shares of UnitedHealth worth $408K as of Q2 2026.
- Founders Capital Management (Connecticut) left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.06% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #63 holding.
- Founders Capital Management (Connecticut) first reported a position in UnitedHealth in Q2 2017 and has held it in 37 quarters since.
- Founders Capital Management (Connecticut)'s UnitedHealth position peaked at $1.13M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.