Archon Partners’s UnitedHealth UNH Stock Holding History

Archon Partners’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
2025 Q4	–	Sell	-20,000	Closed	-$6.91M	–	46
2025 Q3	$6.91M	Buy	+20,000	New	+$6.05M	0.73%	33

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Archon Partners's UNH Position: Q4 2025 in Review

Archon Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 20,000 shares — an estimated $6.91M sold.

Archon Partners first reported a position in UNH in Q3 2025 and held it in 1 quarter. The position peaked at $6.91M in Q3 2025. 3,299 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Archon Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Archon Partners sold 20,000 UnitedHealth shares in Q4 2025, an estimated $6.91M.
Archon Partners first reported a position in UnitedHealth in Q3 2025 and held it in 1 quarter.
Archon Partners's UnitedHealth position peaked at $6.91M in Q3 2025.
3,299 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Archon Partners's 13F filing for Q4 2025, filed 17 Feb 2026.