Fulcrum Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.76M | Sell |
23,494
-1,500
| -6% | -$556K | 1.98% | 15 |
|
|
2026
Q1 | $6.76M | Sell |
24,994
-433
| -2% | -$129K | 1.47% | 26 |
|
|
2025
Q4 | $8.39M | Buy |
25,427
+349
| +1% | +$118K | 1.69% | 21 |
|
|
2025
Q3 | $8.66M | Sell |
25,078
-141
| -0.6% | -$42.6K | 1.78% | 23 |
|
|
2025
Q2 | $7.87M | Buy |
25,219
+1,206
| +5% | +$461K | 1.66% | 20 |
|
|
2025
Q1 | $12.6M | Buy |
24,013
+1,452
| +6% | +$742K | 2.79% | 9 |
|
|
2024
Q4 | $11.4M | Buy |
22,561
+3,202
| +17% | +$1.82M | 2.39% | 11 |
|
|
2024
Q3 | $11.3M | Buy |
19,359
+63
| +0.3% | +$35.6K | 2.47% | 10 |
|
|
2024
Q2 | $9.83M | Buy |
19,296
+515
| +3% | +$252K | 2.24% | 14 |
|
|
2024
Q1 | $9.29M | Buy |
18,781
+2,084
| +12% | +$1.06M | 2.2% | 14 |
|
|
2023
Q4 | $8.79M | Buy |
+16,697
| New | +$8.91M | 2.27% | 14 |
|
|
2023
Q3 | – | Sell |
-15,938
| Closed | -$7.66M | – | 118 |
|
|
2023
Q2 | $7.66M | Sell |
15,938
-440
| -3% | -$215K | 2.01% | 17 |
|
|
2023
Q1 | $7.74M | Buy |
16,378
+2,314
| +16% | +$1.12M | 2.08% | 18 |
|
|
2022
Q4 | $7.46M | Buy |
14,064
+102
| +0.7% | +$54K | 2.15% | 16 |
|
|
2022
Q3 | $7.05M | Sell |
13,962
-219
| -2% | -$115K | 2.09% | 18 |
|
|
2022
Q2 | $7.28M | Sell |
14,181
-8,102
| -36% | -$4.07M | 2.29% | 16 |
|
|
2022
Q1 | $11.4M | Sell |
22,283
-97
| -0.4% | -$46.8K | 3.04% | 9 |
|
|
2021
Q4 | $11.2M | Sell |
22,380
-321
| -1% | -$145K | 2.44% | 12 |
|
|
2021
Q3 | $8.87M | Buy |
22,701
+552
| +2% | +$229K | 2.12% | 18 |
|
|
2021
Q2 | $8.87M | Buy |
22,149
+623
| +3% | +$248K | 2.23% | 16 |
|
|
2021
Q1 | $8.01M | Buy |
21,526
+460
| +2% | +$159K | 2.3% | 14 |
|
|
2020
Q4 | $7.39M | Buy |
21,066
+369
| +2% | +$124K | 2.21% | 17 |
|
|
2020
Q3 | $6.45M | Sell |
20,697
-1,195
| -5% | -$367K | 2.33% | 18 |
|
|
2020
Q2 | $6.46M | Sell |
21,892
-1,962
| -8% | -$562K | 2.45% | 16 |
|
|
2020
Q1 | $5.95M | Sell |
23,854
-1,235
| -5% | -$340K | 2.7% | 12 |
|
|
2019
Q4 | $7.38M | Buy |
25,089
+14
| +0.1% | +$3.66K | 2.28% | 15 |
|
|
2019
Q3 | $5.45M | Buy |
25,075
+5
| +0% | +$1.21K | 1.86% | 26 |
|
|
2019
Q2 | $6.12M | Sell |
25,070
-11,698
| -32% | -$2.81M | 2.24% | 19 |
|
|
2019
Q1 | $9.09M | Buy |
36,768
+370
| +1% | +$94.4K | 3.43% | 6 |
|
|
2018
Q4 | $9.07M | Buy |
36,398
+951
| +3% | +$251K | 4.09% | 4 |
|
|
2018
Q3 | $9.43M | Sell |
35,447
-2,206
| -6% | -$574K | 3.68% | 6 |
|
|
2018
Q2 | $0 | Sell |
37,653
-5,468
| -13% | -$1.31M | ﹤0.01% | 59 |
|
|
2018
Q1 | $9.23M | Sell |
43,121
-1,548
| -3% | -$354K | 3% | 6 |
|
|
2017
Q4 | $9.85M | Buy |
+44,669
| New | +$9.47M | 3.19% | 5 |
|
Other funds holding UNH
Fulcrum Capital's UNH Position: Q2 2026 in Review
Fulcrum Capital reduced its UnitedHealth (UNH) stake by 6% in Q2 2026, selling an estimated $556K and leaving 23,494 shares worth $9.76M. The position accounts for 1.98% of the portfolio, ranked #15.
Fulcrum Capital first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.6M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Fulcrum Capital held 23,494 shares of UnitedHealth worth $9.76M as of Q2 2026.
- Fulcrum Capital sold 1,500 UnitedHealth shares in Q2 2026, an estimated $556K.
- UnitedHealth made up 1.98% of Fulcrum Capital's portfolio in Q2 2026, its #15 holding.
- Fulcrum Capital first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Fulcrum Capital's UnitedHealth position peaked at $12.6M in Q1 2025.
- 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.