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Avidity Partners Management’s UnitedHealth UNH Stock Holding History

Avidity Partners 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 		– Sell
-3,800
Closed -$1.03M – 57
2026
Q1 		$1.03M Buy
+3,800
New +$1.13M 0.21% 36
2025
Q4 		– Sell
-17,800
Closed -$6.15M – 50
2025
Q3 		$6.15M Sell
17,800
-14,200
-44% -$4.29M 1.4% 17
2025
Q2 		$9.98M Sell
32,000
-18,500
-37% -$7.07M 1.99% 17
2025
Q1 		$26.4M Sell
50,500
-9,500
-16% -$4.86M 5.04% 3
2024
Q4 		$30.4M Sell
60,000
-27,400
-31% -$15.6M 2.98% 8
2024
Q3 		$51.1M Buy
+87,400
New +$49.4M 2.61% 8
2024
Q1 		– Sell
-58,500
Closed -$30.8M – 103
2023
Q4 		$30.8M Sell
58,500
-53,700
-48% -$28.6M 1.12% 41
2023
Q3 		$56.6M Buy
+112,200
New +$55.2M 2.28% 10
2022
Q3 		– Sell
-242,200
Closed -$124M – 106
2022
Q2 		$124M Sell
242,200
-17,400
-7% -$8.74M 2.86% 15
2022
Q1 		$132M Buy
259,600
+136,500
+111% +$65.8M 2.76% 12
2021
Q4 		$61.8M Buy
+123,100
New +$55.7M 1.31% 27

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avidity Partners Management's UNH Position: Q2 2026 in Review

Avidity Partners Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 3,800 shares — an estimated $1.03M sold.

Avidity Partners Management first reported a position in UNH in Q4 2021 and held it in 11 quarters. The position peaked at $132M in Q1 2022. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Avidity Partners Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Avidity Partners Management sold 3,800 UnitedHealth shares in Q2 2026, an estimated $1.03M.
  • Avidity Partners Management first reported a position in UnitedHealth in Q4 2021 and held it in 11 quarters.
  • Avidity Partners Management's UnitedHealth position peaked at $132M in Q1 2022.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Avidity Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.