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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
2025
Q2 		– Sell
-17,393
Closed -$7.41M – 367
2025
Q1 		$7.41M Buy
+17,393
New +$8.89M 1.44% 13

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 $3.37T AUM 44.26% 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

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.