Appaloosa LP’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.4M | Sell |
90,000
-110,000
| -55% | -$32.8M | 0.41% | 30 |
|
|
2025
Q4 | $66M | Sell |
200,000
-3,500
| -2% | -$1.19M | 0.95% | 31 |
|
|
2025
Q3 | $70.3M | Sell |
203,500
-2,246,500
| -92% | -$679M | 0.95% | 27 |
|
|
2025
Q2 | $764M | Buy |
2,450,000
+2,275,000
| +1,300% | +$869M | 11.85% | 2 |
|
|
2025
Q1 | $91.7M | Buy |
175,000
+500
| +0.3% | +$256K | 1.09% | 18 |
|
|
2024
Q4 | $88.3M | Hold |
174,500
| – | – | 1.37% | 24 |
|
|
2024
Q3 | $102M | Sell |
174,500
-10,500
| -6% | -$5.94M | 1.52% | 21 |
|
|
2024
Q2 | $94.2M | Sell |
185,000
-15,000
| -8% | -$7.35M | 1.53% | 21 |
|
|
2024
Q1 | $98.9M | Hold |
200,000
| – | – | 1.46% | 22 |
|
|
2023
Q4 | $105M | Hold |
200,000
| – | – | 1.82% | 17 |
|
|
2023
Q3 | $101M | Hold |
200,000
| – | – | 1.99% | 14 |
|
|
2023
Q2 | $96.1M | Buy |
200,000
+50,000
| +33% | +$24.4M | 1.78% | 17 |
|
|
2023
Q1 | $70.9M | Hold |
150,000
| – | – | 3.75% | 11 |
|
|
2022
Q4 | $79.5M | Hold |
150,000
| – | – | 5.9% | 7 |
|
|
2022
Q3 | $75.8M | Hold |
150,000
| – | – | 5.57% | 8 |
|
|
2022
Q2 | $77M | Sell |
150,000
-18,000
| -11% | -$9.04M | 4.84% | 8 |
|
|
2022
Q1 | $85.7M | Sell |
168,000
-11,000
| -6% | -$5.31M | 3.43% | 10 |
|
|
2021
Q4 | $89.9M | Hold |
179,000
| – | – | 2.31% | 18 |
|
|
2021
Q3 | $69.9M | Sell |
179,000
-8,000
| -4% | -$3.31M | 1.67% | 23 |
|
|
2021
Q2 | $74.9M | Sell |
187,000
-90,500
| -33% | -$36.1M | 1.55% | 19 |
|
|
2021
Q1 | $103M | Buy |
277,500
+77,500
| +39% | +$26.9M | 1.48% | 19 |
|
|
2020
Q4 | $70.1M | Buy |
200,000
+129,500
| +184% | +$43.4M | 1.05% | 26 |
|
|
2020
Q3 | $22M | Sell |
70,500
-64,500
| -48% | -$19.8M | 0.39% | 26 |
|
|
2020
Q2 | $39.8M | Sell |
135,000
-115,000
| -46% | -$33M | 0.69% | 28 |
|
|
2020
Q1 | $62.3M | Sell |
250,000
-50,000
| -17% | -$13.8M | 1.91% | 14 |
|
|
2019
Q4 | $88.2M | Buy |
300,000
+50,000
| +20% | +$13.1M | 2.22% | 10 |
|
|
2019
Q3 | $54.3M | Sell |
250,000
-85,000
| -25% | -$20.5M | 1.59% | 16 |
|
|
2019
Q2 | $81.7M | Buy |
335,000
+85,000
| +34% | +$20.4M | 0.88% | 10 |
|
|
2019
Q1 | $61.8M | Hold |
250,000
| – | – | 1.77% | 13 |
|
|
2018
Q4 | $62.3M | Sell |
250,000
-98,890
| -28% | -$26.1M | 3.08% | 10 |
|
|
2018
Q3 | $92.8M | Sell |
348,890
-180,500
| -34% | -$46.9M | 1.63% | 15 |
|
|
2018
Q2 | $130M | Sell |
529,390
-177,199
| -25% | -$42.5M | 1.48% | 13 |
|
|
2018
Q1 | $151M | Buy |
706,589
+115,000
| +19% | +$26.3M | 1.56% | 14 |
|
|
2017
Q4 | $130M | Sell |
591,589
-77,411
| -12% | -$16.4M | 1.22% | 20 |
|
|
2017
Q3 | $131M | Buy |
669,000
+202,000
| +43% | +$39M | 1.84% | 19 |
|
|
2017
Q2 | $86.6M | Buy |
467,000
+167,000
| +56% | +$29.3M | 1.28% | 21 |
|
|
2017
Q1 | $49.2M | Buy |
+300,000
| New | +$49.1M | 0.81% | 31 |
|
Other funds holding UNH
VCM
VPM
Appaloosa LP's UNH Position: Q1 2026 in Review
Appaloosa LP reduced its UnitedHealth (UNH) stake by 55% in Q1 2026, selling an estimated $32.8M and leaving 90,000 shares worth $24.4M. The position accounts for 0.41% of the portfolio, ranked #30.
Appaloosa LP first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. The position peaked at $764M in Q2 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Appaloosa LP held 90,000 shares of UnitedHealth worth $24.4M as of Q1 2026.
- Appaloosa LP sold 110,000 UnitedHealth shares in Q1 2026, an estimated $32.8M.
- UnitedHealth made up 0.41% of Appaloosa LP's portfolio in Q1 2026, its #30 holding.
- Appaloosa LP first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
- Appaloosa LP's UnitedHealth position peaked at $764M in Q2 2025.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Appaloosa LP's 13F filing for Q1 2026, filed 15 May 2026.