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Fox Run Management’s UnitedHealth UNH Stock Holding History

Fox Run Management’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 		$831K Buy
+1,999
New +$741K 0.14% 253
2026
Q1 		– Sell
-3,479
Closed -$1.15M – 1252
2025
Q4 		$1.15M Buy
+3,479
New +$1.18M 0.18% 153
2025
Q3 		– Sell
-1,339
Closed -$418K – 1253
2025
Q2 		$418K Buy
+1,339
New +$512K 0.07% 537
2022
Q2 		– Sell
-865
Closed -$441K – 755
2022
Q1 		$441K Buy
865
+201
+30% +$96.9K 0.25% 133
2021
Q4 		$333K Sell
664
-74
-10% -$33.5K 0.2% 195
2021
Q3 		$288K Buy
+738
New +$306K 0.18% 253
2020
Q1 		– Sell
-1,282
Closed -$377K – 370
2019
Q4 		$377K Buy
+1,282
New +$335K 0.3% 112
2019
Q1 		– Sell
-2,546
Closed -$634K – 701
2018
Q4 		$634K Sell
2,546
-686
-21% -$181K 0.34% 54
2018
Q3 		$860K Buy
3,232
+1,107
+52% +$288K 0.37% 24
2018
Q2 		$521K Sell
2,125
-293
-12% -$70.4K 0.17% 230
2018
Q1 		$517K Sell
2,418
-2,205
-48% -$504K 0.13% 308
2017
Q4 		$1.02M Buy
+4,623
New +$980K 0.3% 67
2017
Q3 		– Sell
-2,400
Closed -$445K – 877
2017
Q2 		$445K Sell
2,400
-1,916
-44% -$336K 0.15% 257
2017
Q1 		$708K Buy
4,316
+2,816
+188% +$461K 0.29% 82
2016
Q4 		$240K Buy
+1,500
New +$224K 0.13% 375

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fox Run Management's UNH Position: Q2 2026 in Review

Fox Run Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,999 shares worth $831K. The stake represents 0.14% of the portfolio and ranks #253 among its holdings. This is a return to the name: Fox Run Management previously reported a position in UNH as recently as Q4 2025.

Fox Run Management first reported a position in UNH in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.15M in Q4 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Fox Run Management held 1,999 shares of UnitedHealth worth $831K as of Q2 2026.
  • UnitedHealth was a new Fox Run Management position in Q2 2026.
  • UnitedHealth made up 0.14% of Fox Run Management's portfolio in Q2 2026, its #253 holding.
  • Fox Run Management first reported a position in UnitedHealth in Q4 2016 and has held it in 15 quarters since.
  • Fox Run Management's UnitedHealth position peaked at $1.15M in Q4 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.