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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
Q2 		$400K Sell
962
-56
-6% -$20.8K 0.01% 246
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gallagher Fiduciary Advisors's UNH Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its UnitedHealth (UNH) stake by 5.5% in Q2 2026, selling an estimated $20.8K and leaving 962 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #246.

Gallagher Fiduciary Advisors first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Gallagher Fiduciary Advisors held 962 shares of UnitedHealth worth $400K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 56 UnitedHealth shares in Q2 2026, an estimated $20.8K.
  • UnitedHealth made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #246 holding.
  • Gallagher Fiduciary Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's UnitedHealth position peaked at $1.11M in Q1 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.