UnitedHealth shares owned by Fortis Capital Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Fortis Capital Management
from 13F filings
Historical chart of Fortis Capital Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Fortis Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $246k | 592 | 415.82 |
| 2025-03-31 | $491k | 937 | 523.80 |
| 2024-12-31 | $4.8M | 9.5k | 505.88 |
| 2024-09-30 | $5.2M | 8.9k | 584.70 |
| 2024-06-30 | $4.4M | 8.6k | 509.24 |
| 2024-03-31 | $1.8M | 3.7k | 494.64 |
| 2023-12-31 | $1.6M | 3.0k | 526.49 |
| 2023-09-30 | $1.4M | 2.7k | 504.28 |
| 2023-06-30 | $1.2M | 2.5k | 480.54 |
| 2023-03-31 | $1.1M | 2.3k | 472.66 |
| 2022-12-31 | $1.2M | 2.3k | 530.29 |
| 2022-09-30 | $1.1M | 2.2k | 504.92 |
| 2022-06-30 | $1.2M | 2.3k | 513.74 |
| 2022-03-31 | $1.2M | 2.4k | 509.94 |
| 2021-12-31 | $1.1M | 2.2k | 502.23 |
| 2021-09-30 | $826k | 2.1k | 390.73 |
| 2021-06-30 | $701k | 1.8k | 400.57 |
| 2021-03-31 | $475k | 1.3k | 372.26 |
| 2020-12-31 | $2.6M | 7.4k | 350.63 |
| 2020-09-30 | $2.2M | 7.2k | 311.82 |