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Fountainhead AM’s UnitedHealth UNH Stock Holding History

Fountainhead AM’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 		$253K Buy
609
+27
+5% +$10K 0.19% 80
2026
Q1 		$157K Buy
+582
New +$173K 0.14% 113
2025
Q4 		– Sell
-626
Closed -$216K – 229
2025
Q3 		$216K Sell
626
-78
-11% -$23.6K 0.03% 215
2025
Q2 		$220K Buy
704
+13
+2% +$4.97K 0.03% 192
2025
Q1 		$362K Buy
691
+198
+40% +$101K 0.06% 120
2024
Q4 		$249K Buy
493
+85
+21% +$48.3K 0.05% 144
2024
Q3 		$239K Sell
408
-22
-5% -$12.4K 0.05% 125
2024
Q2 		$219K Buy
430
+13
+3% +$6.37K 0.05% 125
2024
Q1 		$206K Buy
+417
New +$212K 0.05% 127

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

Fountainhead AM's UNH Position: Q2 2026 in Review

Fountainhead AM increased its UnitedHealth (UNH) stake by 4.6% in Q2 2026, buying an estimated $10K and bringing the position to 609 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #80.

Fountainhead AM first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $362K in Q1 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fountainhead AM held 609 shares of UnitedHealth worth $253K as of Q2 2026.
  • Fountainhead AM bought 27 UnitedHealth shares in Q2 2026, an estimated $10K.
  • UnitedHealth made up 0.19% of Fountainhead AM's portfolio in Q2 2026, its #80 holding.
  • Fountainhead AM first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
  • Fountainhead AM's UnitedHealth position peaked at $362K in Q1 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.