Fuller & Thaler Asset Management’s UnitedHealth UNH Stock Holding History

Fuller & Thaler 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	$761K	Hold	1,831	–	–	﹤0.01%	419
2026 Q1	$495K	Hold	1,831	–	–	﹤0.01%	431
2025 Q4	$604K	Hold	1,831	–	–	﹤0.01%	423
2025 Q3	$632K	Hold	1,831	–	–	﹤0.01%	413
2025 Q2	$571K	Buy	1,831 +2	+0.1%	+$764	﹤0.01%	422
2025 Q1	$958K	Hold	1,829	–	–	﹤0.01%	396
2024 Q4	$925K	Hold	1,829	–	–	﹤0.01%	410
2024 Q3	$1.07M	Hold	1,829	–	–	﹤0.01%	382
2024 Q2	$931K	Hold	1,829	–	–	﹤0.01%	437
2024 Q1	$905K	Hold	1,829	–	–	﹤0.01%	414
2023 Q4	$963K	Buy	1,829 +350	+24%	+$187K	﹤0.01%	396
2023 Q3	$746K	Buy	1,479 +100	+7%	+$49.2K	﹤0.01%	397
2023 Q2	$663K	Buy	1,379 +380	+38%	+$186K	﹤0.01%	407
2023 Q1	$472K	Hold	999	–	–	﹤0.01%	409
2022 Q4	$530K	Sell	999 -575	-37%	-$305K	﹤0.01%	379
2022 Q3	$795K	Sell	1,574 -1,345	-46%	-$707K	0.01%	379
2022 Q2	$1.5M	Sell	2,919 -1,800	-38%	-$904K	0.01%	370
2022 Q1	$2.41M	Sell	4,719 -1,500	-24%	-$723K	0.01%	356
2021 Q4	$3.12M	Sell	6,219 -800	-11%	-$362K	0.02%	312
2021 Q3	$2.74M	Sell	7,019 -500	-7%	-$207K	0.02%	313
2021 Q2	$3.01M	Sell	7,519 -1,300	-15%	-$518K	0.02%	304
2021 Q1	$3.28M	Sell	8,819 -1,700	-16%	-$589K	0.02%	290
2020 Q4	$3.69M	Buy	10,519 +19	+0.2%	+$6.37K	0.03%	262
2020 Q3	$3.27M	Hold	10,500	–	–	0.04%	255
2020 Q2	$3.1M	Hold	10,500	–	–	0.04%	257
2020 Q1	$2.62M	Buy	+10,500	New	+$2.89M	0.04%	251
2018 Q3	–	Sell	-5,700	Closed	-$1.4M	–	721
2018 Q2	$1.4M	Hold	5,700	–	–	0.02%	316
2018 Q1	$1.22M	Sell	5,700 -1,800	-24%	-$411K	0.01%	310
2017 Q4	$1.65M	Hold	7,500	–	–	0.02%	285
2017 Q3	$1.47M	Sell	7,500 -600	-7%	-$116K	0.02%	266
2017 Q2	$1.5M	Hold	8,100	–	–	0.02%	252
2017 Q1	$1.33M	Hold	8,100	–	–	0.02%	251
2016 Q4	$1.3M	Hold	8,100	–	–	0.02%	235
2016 Q3	$1.13M	Sell	8,100 -700	-8%	-$98K	0.02%	233
2016 Q2	$1.24M	Hold	8,800	–	–	0.02%	222
2016 Q1	$1.13M	Sell	8,800 -5,200	-37%	-$615K	0.02%	221
2015 Q4	$1.65M	Sell	14,000 -700	-5%	-$81.8K	0.04%	210
2015 Q3	$1.71M	Sell	14,700 -700	-5%	-$83.8K	0.04%	212
2015 Q2	$1.88M	Sell	15,400 -2,000	-11%	-$237K	0.05%	220
2015 Q1	$2.06M	Sell	17,400 -3,200	-16%	-$355K	0.07%	215
2014 Q4	$2.08M	Buy	20,600 +3,700	+22%	+$351K	0.08%	207
2014 Q3	$1.46M	Buy	16,900 +700	+4%	+$59.2K	0.06%	238
2014 Q2	$1.32M	Hold	16,200	–	–	0.06%	246
2014 Q1	$1.33M	Buy	16,200 +14,700	+980%	+$1.11M	0.06%	236
2013 Q4	$113K	Hold	1,500	–	–	0.01%	505
2013 Q3	$107K	Buy	+1,500	New	+$107K	0.01%	490

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

Fuller & Thaler Asset Management's UNH Position: Q2 2026 in Review

Fuller & Thaler Asset Management held its UnitedHealth (UNH) position steady in Q2 2026 at 1,831 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Fuller & Thaler Asset Management first reported a position in UNH in Q3 2013 and has held it in 46 quarters since. The position peaked at $3.69M in Q4 2020. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Fuller & Thaler Asset Management held 1,831 shares of UnitedHealth worth $761K as of Q2 2026.
Fuller & Thaler Asset Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up ﹤0.01% of Fuller & Thaler Asset Management's portfolio in Q2 2026, its #419 holding.
Fuller & Thaler Asset Management first reported a position in UnitedHealth in Q3 2013 and has held it in 46 quarters since.
Fuller & Thaler Asset Management's UnitedHealth position peaked at $3.69M in Q4 2020.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.