Artisan Partners
UNH icon

Artisan Partners’s UnitedHealth UNH Stock Holding History

Artisan 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
2023
Q2 		– Sell
-374,100
Closed -$177M – 341
2023
Q1 		$177M Buy
+374,100
New +$181M 0.29% 86
2022
Q2 		– Sell
-329,900
Closed -$168M – 345
2022
Q1 		$168M Buy
329,900
+3,900
+1% +$1.88M 0.22% 115
2021
Q4 		$164M Buy
+326,000
New +$148M 0.19% 129

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners's UNH Position: Q4 2023 in Review

Artisan Partners sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 48,309 shares — an estimated $24.4M sold.

Artisan Partners first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $289M in Q2 2022. 3,411 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • Artisan Partners reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
  • Artisan Partners sold 48,309 UnitedHealth shares in Q4 2023, an estimated $24.4M.
  • Artisan Partners first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
  • Artisan Partners's UnitedHealth position peaked at $289M in Q2 2022.
  • 3,411 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Artisan Partners's 13F filing for Q4 2023, filed 12 Feb 2024.