FFM
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Fullerton Fund Management’s UnitedHealth UNH Stock Holding History

Fullerton Fund 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
Q1 		$365K Buy
1,350
+95
+8% +$28.3K 0.03% 84
2025
Q4 		$414K Buy
+1,255
New +$425K 0.02% 90
2025
Q3 		– Sell
-1,580
Closed -$493K – 125
2025
Q2 		$493K Sell
1,580
-576
-27% -$220K 0.02% 76
2025
Q1 		$1.13M Sell
2,156
-7,218
-77% -$3.69M 0.07% 53
2024
Q4 		$4.74M Hold
9,374
– – 0.17% 45
2024
Q3 		$5.48M Buy
9,374
+1,021
+12% +$577K 0.23% 44
2024
Q2 		$4.25M Buy
8,353
+462
+6% +$226K 0.19% 43
2024
Q1 		$3.9M Sell
7,891
-6,032
-43% -$3.07M 0.18% 51
2023
Q4 		$7.33M Buy
13,923
+2,959
+27% +$1.58M 0.43% 43
2023
Q3 		$5.53M Buy
10,964
+1,306
+14% +$643K 0.39% 39
2023
Q2 		$4.64M Sell
9,658
-34,622
-78% -$16.9M 0.32% 46
2023
Q1 		$20.9M Sell
44,280
-35,109
-44% -$16.9M 1.59% 26
2022
Q4 		$42.1M Sell
79,389
-13,581
-15% -$7.19M 3.13% 12
2022
Q3 		$47M Buy
92,970
+8,234
+10% +$4.33M 3.49% 8
2022
Q2 		$43.5M Sell
84,736
-20,597
-20% -$10.3M 2.89% 14
2022
Q1 		$53.7M Buy
105,333
+101,441
+2,606% +$48.9M 2.84% 10
2021
Q4 		$1.95M Buy
+3,892
New +$1.76M 0.1% 53
2021
Q1 		– Sell
-1,412
Closed -$495K – 93
2020
Q4 		$495K Buy
1,412
+798
+130% +$267K 0.04% 72
2020
Q3 		$191K Buy
+614
New +$189K 0.03% 60

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

Fullerton Fund Management's UNH Position: Q1 2026 in Review

Fullerton Fund Management increased its UnitedHealth (UNH) stake by 7.6% in Q1 2026, buying an estimated $28.3K and bringing the position to 1,350 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #84.

Fullerton Fund Management first reported a position in UNH in Q3 2020 and has held it in 19 quarters since. The position peaked at $53.7M in Q1 2022. 3,027 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fullerton Fund Management held 1,350 shares of UnitedHealth worth $365K as of Q1 2026.
  • Fullerton Fund Management bought 95 UnitedHealth shares in Q1 2026, an estimated $28.3K.
  • UnitedHealth made up 0.03% of Fullerton Fund Management's portfolio in Q1 2026, its #84 holding.
  • Fullerton Fund Management first reported a position in UnitedHealth in Q3 2020 and has held it in 19 quarters since.
  • Fullerton Fund Management's UnitedHealth position peaked at $53.7M in Q1 2022.
  • 3,027 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fullerton Fund Management's 13F filing for Q1 2026, filed 15 May 2026.