FAM
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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fulcrum Asset Management's UNH Position: Q1 2026 in Review

Fulcrum Asset Management increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $269K and bringing the position to 9,100 shares worth $2.38M. The position accounts for 0.36% of the portfolio, ranked #73.

Fulcrum Asset Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.08M in Q2 2025. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fulcrum Asset Management held 9,100 shares of UnitedHealth worth $2.38M as of Q1 2026.
  • Fulcrum Asset Management bought 902 UnitedHealth shares in Q1 2026, an estimated $269K.
  • UnitedHealth made up 0.36% of Fulcrum Asset Management's portfolio in Q1 2026, its #73 holding.
  • Fulcrum Asset Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's UnitedHealth position peaked at $4.08M in Q2 2025.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.