Fulcrum Asset Management’s UnitedHealth UNH Stock Holding History

Fulcrum Asset 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	$1.79M	Sell	4,274 -4,826	-53%	-$1.79M	0.18%	146
2026 Q1	$2.38M	Buy	9,100 +902	+11%	+$269K	0.36%	73
2025 Q4	$2.72M	Sell	8,198 -243	-3%	-$82.3K	0.76%	36
2025 Q3	$2.91M	Sell	8,441 -4,638	-35%	-$1.4M	0.81%	34
2025 Q2	$4.08M	Buy	+13,079	New	+$5M	1.16%	20
2022 Q1	–	Hold	0	–	–	–	29
2021 Q4	–	Hold	0	–	–	–	5
2021 Q3	–	Hold	0	–	–	–	5
2021 Q2	–	Hold	0	–	–	–	4
2021 Q1	–	Hold	0	–	–	–	8

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fulcrum Asset Management's UNH Position: Q2 2026 in Review

Fulcrum Asset Management reduced its UnitedHealth (UNH) stake by 53% in Q2 2026, selling an estimated $1.79M and leaving 4,274 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #146.

Fulcrum Asset Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.08M in Q2 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fulcrum Asset Management held 4,274 shares of UnitedHealth worth $1.79M as of Q2 2026.
Fulcrum Asset Management sold 4,826 UnitedHealth shares in Q2 2026, an estimated $1.79M.
UnitedHealth made up 0.18% of Fulcrum Asset Management's portfolio in Q2 2026, its #146 holding.
Fulcrum Asset Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's UnitedHealth position peaked at $4.08M in Q2 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.