Fulcrum Wealth Advisors’s UnitedHealth UNH Stock Holding History

Fulcrum Wealth Advisors’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 Q1	–	Sell	-7,369	Closed	-$2.43M	–	77
2025 Q4	$2.43M	Buy	+7,369	New	+$2.5M	2%	20

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fulcrum Wealth Advisors's UNH Position: Q1 2026 in Review

Fulcrum Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 7,369 shares — an estimated $2.43M sold.

Fulcrum Wealth Advisors first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $2.43M in Q4 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Fulcrum Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Fulcrum Wealth Advisors sold 7,369 UnitedHealth shares in Q1 2026, an estimated $2.43M.
Fulcrum Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
Fulcrum Wealth Advisors's UnitedHealth position peaked at $2.43M in Q4 2025.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.