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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Academy Capital Management's UNH Position: Q1 2026 in Review

Academy Capital Management reduced its UnitedHealth (UNH) stake by 1.4% in Q1 2026, selling an estimated $354K and leaving 84,827 shares worth $23M. The position accounts for 3.28% of the portfolio, ranked #14.

Academy Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $58.5M in Q2 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Academy Capital Management held 84,827 shares of UnitedHealth worth $23M as of Q1 2026.
Academy Capital Management sold 1,190 UnitedHealth shares in Q1 2026, an estimated $354K.
UnitedHealth made up 3.28% of Academy Capital Management's portfolio in Q1 2026, its #14 holding.
Academy Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Academy Capital Management's UnitedHealth position peaked at $58.5M in Q2 2025.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Academy Capital Management's 13F filing for Q1 2026, filed 14 May 2026.