Ken Fisher's UNH Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5.29 M shares of UnitedHealth Group Incorporated (UNH) worth $1.75 B, representing 0.60% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in UNH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 2.34 M shares. Largest reduction occurred in Q4 2021, reducing 1.55 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's UnitedHealth Group Incorporated (UNH) Holding Value Over Time
Track share changes against reported price movement
Quarterly UnitedHealth Group Incorporated (UNH) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +41,173 | Add 0.78% | 5.29 M | $330.11 |
| Q3 2025 | +38,977 | Add 0.75% | 5.25 M | $345.30 |
| Q2 2025 | -37,108 | Reduce 0.71% | 5.21 M | $311.97 |
| Q1 2025 | +1.82 M | Add 52.88% | 5.25 M | $523.75 |
| Q4 2024 | +237,300 | Add 7.42% | 3.43 M | $505.86 |
| Q3 2024 | +107,097 | Add 3.47% | 3.2 M | $584.68 |
| Q2 2024 | +117,603 | Add 3.96% | 3.09 M | $509.26 |
| Q1 2024 | +100,496 | Add 3.50% | 2.97 M | $494.70 |
| Q4 2023 | +94,760 | Add 3.41% | 2.87 M | $526.47 |
| Q3 2023 | +1.22 M | Add 77.92% | 2.78 M | $504.19 |
| Q2 2023 | +1.55 M | Add 11973.92% | 1.56 M | $480.64 |
| Q1 2023 | -3,278 | Reduce 20.23% | 12,928 | $472.61 |
| Q4 2022 | -20,408 | Reduce 55.74% | 16,206 | $530.17 |
| Q3 2022 | -5,422 | Reduce 12.90% | 36,614 | $505.05 |
| Q2 2022 | -5,302 | Reduce 11.20% | 42,036 | $513.63 |
| Q1 2022 | -1.35 M | Reduce 96.60% | 47,338 | $509.97 |
| Q4 2021 | -1.55 M | Reduce 52.74% | 1.39 M | $502.14 |
| Q3 2021 | +110,279 | Add 3.89% | 2.95 M | $390.74 |
| Q2 2021 | +138,408 | Add 5.13% | 2.84 M | $400.44 |
| Q1 2021 | +116,106 | Add 4.50% | 2.7 M | $372.07 |
| Q4 2020 | +114,719 | Add 4.65% | 2.58 M | $350.68 |
| Q3 2020 | +120,750 | Add 5.14% | 2.47 M | $311.77 |
| Q2 2020 | +2.34 M | Add 41127.30% | 2.35 M | $294.95 |
| Q1 2020 | -2,403 | Reduce 29.68% | 5,693 | $249.43 |
| Q4 2019 | +1,086 | Add 15.49% | 8,096 | $293.97 |
| Q3 2019 | +197 | Add 2.89% | 7,010 | $217.26 |
| Q2 2019 | +626 | Add 10.12% | 6,813 | $243.95 |
| Q1 2019 | +890 | Add 16.80% | 6,187 | $247.29 |
| Q4 2018 | -297 | Reduce 5.31% | 5,297 | $249.20 |
| Q3 2018 | +1,028 | Add 22.51% | 5,594 | $266.00 |
| Q2 2018 | -35 | Reduce 0.76% | 4,566 | $245.29 |
| Q1 2018 | -2,802 | Reduce 37.85% | 4,601 | $214.08 |
| Q4 2017 | +1,232 | Add 19.96% | 7,403 | $220.45 |
| Q3 2017 | -1,528 | Reduce 19.85% | 6,171 | $195.92 |
| Q2 2017 | +1,285 | Add 20.03% | 7,699 | $185.48 |
| Q1 2017 | -1,162 | Reduce 15.34% | 6,414 | $164.02 |
| Q4 2016 | +3,794 | Add 100.32% | 7,576 | $160.11 |
| Q3 2016 | +796 | Add 26.66% | 3,782 | $139.87 |
| Q2 2016 | +151 | Add 5.33% | 2,986 | $140.32 |
| Q1 2016 | +2,835 | New Buy | 2,835 | $127.34 |
| Q4 2014 | -3,203 | Sold Out | 0 | $0.00 |
| Q3 2014 | -76 | Reduce 2.32% | 3,203 | $86.17 |
| Q2 2014 | +422 | Add 14.77% | 3,279 | $81.73 |
| Q1 2014 | -103 | Reduce 3.48% | 2,857 | $81.90 |
| Q4 2013 | +2,960 | New Buy | 2,960 | $75.34 |
Ken Fisher's UnitedHealth Group Incorporated Investment FAQs
Ken Fisher first purchased UnitedHealth Group Incorporated (UNH) in Q4 2013, acquiring 2,960 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held UnitedHealth Group Incorporated (UNH) for 45 quarters since Q4 2013.
Ken Fisher's largest addition to UnitedHealth Group Incorporated (UNH) was in Q2 2020, adding 2,347,070 shares worth $692.27 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,293,622 shares of UnitedHealth Group Incorporated (UNH), valued at approximately $1.75 B.
As of the Q4 2025 filing, UnitedHealth Group Incorporated (UNH) represents approximately 0.60% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in UnitedHealth Group Incorporated (UNH) was 5,293,622 shares, as reported at the end of Q4 2025.