Academy Capital Management’s UnitedHealth UNH Stock Holding History

Academy Capital Management’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	$35.3M	Buy	84,959 +132	+0.2%	+$48.9K	4.67%	12
2026 Q1	$23M	Sell	84,827 -1,190	-1%	-$354K	3.28%	14
2025 Q4	$28.4M	Sell	86,017 -434	-0.5%	-$147K	3.77%	12
2025 Q3	$29.9M	Sell	86,451 -101,169	-54%	-$30.6M	4.26%	11
2025 Q2	$58.5M	Buy	187,620 +187,179	+42,444%	+$71.5M	8.36%	6
2025 Q1	$231K	Hold	441	–	–	0.04%	34
2024 Q4	$223K	Hold	441	–	–	0.04%	36
2024 Q3	$258K	Hold	441	–	–	0.04%	28
2024 Q2	$225K	Hold	441	–	–	0.04%	29
2024 Q1	$218K	Buy	441 +9	+2%	+$4.58K	0.04%	30
2023 Q4	$227K	Hold	432	–	–	0.05%	30
2023 Q3	$218K	Sell	432 -112	-21%	-$55.1K	0.05%	29
2023 Q2	$261K	Hold	544	–	–	0.05%	30
2023 Q1	$257K	Buy	544 +112	+26%	+$54K	0.06%	27
2022 Q4	$229K	Hold	432	–	–	0.05%	30
2022 Q3	$218K	Hold	432	–	–	0.05%	30
2022 Q2	$222K	Hold	432	–	–	0.04%	34
2022 Q1	$220K	Hold	432	–	–	0.04%	32
2021 Q4	$217K	Buy	+432	New	+$196K	0.03%	34

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Academy Capital Management's UNH Position: Q2 2026 in Review

Academy Capital Management increased its UnitedHealth (UNH) stake by 0.16% in Q2 2026, buying an estimated $48.9K and bringing the position to 84,959 shares worth $35.3M. The position accounts for 4.67% of the portfolio, ranked #12.

Academy Capital Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $58.5M in Q2 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Academy Capital Management held 84,959 shares of UnitedHealth worth $35.3M as of Q2 2026.
Academy Capital Management bought 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
UnitedHealth made up 4.67% of Academy Capital Management's portfolio in Q2 2026, its #12 holding.
Academy Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Academy Capital Management's UnitedHealth position peaked at $58.5M in Q2 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Academy Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.