Gallagher Fiduciary Advisors’s UnitedHealth UNH Stock Holding History

Gallagher Fiduciary 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	$276K	Sell	1,018 -344	-25%	-$102K	0.01%	280
2025 Q4	$450K	Sell	1,362 -93	-6%	-$31.5K	0.01%	204
2025 Q3	$502K	Buy	1,455 +89	+7%	+$26.9K	0.02%	160
2025 Q2	$426K	Buy	1,366 +493	+56%	+$188K	0.02%	199
2025 Q1	$457K	Sell	873 -3	-0.3%	-$1.53K	0.02%	169
2024 Q4	$443K	Buy	876 +159	+22%	+$90.3K	0.09%	160
2024 Q3	$419K	Sell	717 -144	-17%	-$81.4K	0.08%	139
2024 Q2	$438K	Hold	861	–	–	0.1%	114
2024 Q1	$426K	Sell	861 -18	-2%	-$9.15K	0.02%	120
2023 Q4	$463K	Buy	879 +45	+5%	+$24K	0.02%	109
2023 Q3	$420K	Sell	834 -1,310	-61%	-$645K	0.04%	109
2023 Q2	$1.03M	Sell	2,144 -199	-8%	-$97.3K	0.08%	59
2023 Q1	$1.11M	Buy	+2,343	New	+$1.13M	0.09%	54

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gallagher Fiduciary Advisors's UNH Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its UnitedHealth (UNH) stake by 25% in Q1 2026, selling an estimated $102K and leaving 1,018 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #280.

Gallagher Fiduciary Advisors first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q1 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Gallagher Fiduciary Advisors held 1,018 shares of UnitedHealth worth $276K as of Q1 2026.
Gallagher Fiduciary Advisors sold 344 UnitedHealth shares in Q1 2026, an estimated $102K.
UnitedHealth made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #280 holding.
Gallagher Fiduciary Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's UnitedHealth position peaked at $1.11M in Q1 2023.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.