Fiera Capital Corp UNH — UNITEDHE COMM

Ownership history in Fiera Capital Corp  ·  64 quarters on record

AI Ownership Summary

Fiera Capital Corp reported UNITEDHE COMM (UNH) in 64 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 3.12% in 2024 Q3. The latest visible filing shows UNH at 1.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fiera Capital Corp's position in UNITEDHE COMM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UNH was reported at 1.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNH stock page Fiera Capital Corp fund profile Fiera Capital Corp full holdings
How Fiera Capital Corp held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 940,415 +41,480 +4.6% 1.42% $390.9M 2026-08-07 $407.08
2026 Q1 REDUCED — — — 898,935 -856 -0.1% 0.83% $243.2M 2026-05-12 $394.14
2025 Q4 ADDED — — — 899,791 +76,707 +9.3% 0.94% $297.0M 2026-02-11 $275.19
2025 Q3 REDUCED 5.8% -4.1% ✅ 823,084 -50,983 -5.8% 0.92% $284.2M 2025-11-07 $317.75
2025 Q2 REDUCED 34.5% +11.3% ❌ 874,067 -459,517 -34.5% 0.92% $272.7M 2025-08-08 $244.35
2025 Q1 REDUCED 17.3% -40.0% ✅ 1,333,584 -279,196 -17.3% 2.52% $698.5M 2025-05-07 $378.18
2024 Q4 REDUCED 9.1% +4.0% ❌ 1,612,780 -161,343 -9.1% 2.57% $815.8M 2025-01-29 $518.16
2024 Q3 REDUCED — — — 1,774,123 -31,156 -1.7% 3.12% $1.04B 2024-11-01 $544.44
2024 Q2 REDUCED 9.3% +15.2% ❌ 1,805,279 -184,999 -9.3% 2.89% $919.4M 2024-08-01 $547.49
2024 Q1 REDUCED — — — 1,990,278 -45,741 -2.2% 2.87% $984.6M 2024-05-01 $460.79
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNH

As of 2026 Q2 — sorted by position size

BAYBAN 12.37% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 11.37% Seilern Investment Management Ltd 8.38% Veritas Asset Management LLP 3Y 7Y 8.06% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 7.71% Focused Investors LLC 3Y 7Y 6.22% Generali Powszechne Towarzystwo Emerytalne 5.95% McGinn Penninger Investment Management, Inc. 3Y 5.34% PENN DAVIS MCFARLAND INC 3Y 7Y 5.04% SP Asset Management LLC 3Y 4.61%

FAQ About Fiera Capital Corp and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fiera Capital Corp reported owning UNH?

Fiera Capital Corp reported UNH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UNH position in Fiera Capital Corp's portfolio?

The largest reported portfolio weight for UNH was 3.12% in 2024 Q3.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2026 Q2, when Fiera Capital Corp reported 940,415 shares, equal to 1.42% of portfolio, with an estimated market value of $390.9M.

What does the chart on this UNH ownership page compare?

The chart compares Fiera Capital Corp's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fiera Capital Corp time their UNH position?

Based on 13F filing dates vs. subsequent UNH price moves, Fiera Capital Corp correctly timed 40 out of 62 reported position changes (65%). The annualised alpha on UNH relative to SPY over the holding period was +3.6%.

← Back to Fiera Capital Corp Holdings