Founders Capital Management (Texas)’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 | $229K | Hold |
550
| – | – | 0.1% | 60 |
|
|
2026
Q1 | $149K | Sell |
550
-53
| -9% | -$15.8K | 0.07% | 63 |
|
|
2025
Q4 | $199K | Buy |
603
+200
| +50% | +$67.8K | 0.1% | 61 |
|
|
2025
Q3 | $139K | Buy |
403
+53
| +15% | +$16K | 0.07% | 68 |
|
|
2025
Q2 | $109K | Hold |
350
| – | – | 0.07% | 77 |
|
|
2025
Q1 | $183K | Sell |
350
-26
| -7% | -$13.3K | 0.12% | 57 |
|
|
2024
Q4 | $190K | Hold |
376
| – | – | 0.12% | 55 |
|
|
2024
Q3 | $220K | Buy |
376
+11
| +3% | +$6.22K | 0.13% | 52 |
|
|
2024
Q2 | $186K | Hold |
365
| – | – | 0.12% | 56 |
|
|
2024
Q1 | $181K | Sell |
365
-12
| -3% | -$6.1K | 0.12% | 58 |
|
|
2023
Q4 | $199K | Sell |
377
-6
| -2% | -$3.2K | 0.14% | 52 |
|
|
2023
Q3 | $193K | Sell |
383
-8
| -2% | -$3.94K | 0.15% | 50 |
|
|
2023
Q2 | $188K | Buy |
391
+6
| +2% | +$2.93K | 0.14% | 62 |
|
|
2023
Q1 | $182K | Buy |
385
+15
| +4% | +$7.24K | 0.14% | 60 |
|
|
2022
Q4 | $196K | Hold |
370
| – | – | 0.15% | 61 |
|
|
2022
Q3 | $187K | Hold |
370
| – | – | 0.15% | 61 |
|
|
2022
Q2 | $190K | Sell |
370
-170
| -31% | -$85.4K | 0.15% | 61 |
|
|
2022
Q1 | $271K | Hold |
540
| – | – | 0.17% | 56 |
|
|
2021
Q4 | $271K | Sell |
540
-65
| -11% | -$29.4K | 0.17% | 56 |
|
|
2021
Q3 | $236K | Hold |
605
| – | – | 0.16% | 57 |
|
|
2021
Q2 | $242K | Hold |
605
| – | – | 0.16% | 53 |
|
|
2021
Q1 | $225K | Hold |
605
| – | – | 0.16% | 50 |
|
|
2020
Q4 | $212K | Buy |
+605
| New | +$203K | 0.15% | 51 |
|
|
2020
Q1 | $151K | Sell |
605
-220
| -27% | -$60.5K | 0.16% | 49 |
|
|
2019
Q4 | $243K | Hold |
825
| – | – | 0.18% | 47 |
|
|
2019
Q3 | $179K | Hold |
825
| – | – | 0.14% | 56 |
|
|
2019
Q2 | $201K | Hold |
825
| – | – | 0.18% | 54 |
|
|
2019
Q1 | $204K | Hold |
825
| – | – | 0.19% | 53 |
|
|
2018
Q4 | $206K | Hold |
825
| – | – | 0.22% | 53 |
|
|
2018
Q3 | $219K | Hold |
825
| – | – | 0.18% | 61 |
|
|
2018
Q2 | $202K | Hold |
825
| – | – | 0.18% | 64 |
|
|
2018
Q1 | $177K | Hold |
825
| – | – | 0.15% | 79 |
|
|
2017
Q4 | $182K | Hold |
825
| – | – | 0.15% | 79 |
|
|
2017
Q3 | $162K | Hold |
825
| – | – | 0.13% | 88 |
|
|
2017
Q2 | $153K | Hold |
825
| – | – | 0.14% | 85 |
|
|
2017
Q1 | $135K | Buy |
+825
| New | +$135K | 0.12% | 92 |
|
Other funds holding UNH
LMFP
PAM
DC
Founders Capital Management (Texas)'s UNH Position: Q2 2026 in Review
Founders Capital Management (Texas) held its UnitedHealth (UNH) position steady in Q2 2026 at 550 shares worth $229K. The position accounts for 0.1% of the portfolio, ranked #60.
Founders Capital Management (Texas) first reported a position in UNH in Q1 2017 and has held it in 36 quarters since. The position peaked at $271K in Q1 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Founders Capital Management (Texas) held 550 shares of UnitedHealth worth $229K as of Q2 2026.
- Founders Capital Management (Texas) left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.1% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #60 holding.
- Founders Capital Management (Texas) first reported a position in UnitedHealth in Q1 2017 and has held it in 36 quarters since.
- Founders Capital Management (Texas)'s UnitedHealth position peaked at $271K in Q1 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.