Balyasny Asset Management
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Balyasny Asset Management’s UnitedHealth UNH Stock Holding History

Balyasny Asset 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 		$36.9M Sell
136,200
-140,100
-51% -$41.7M 0.05% 450
2025
Q4 		$91.2M Sell
276,300
-73,200
-21% -$24.8M 0.12% 198
2025
Q3 		$121M Sell
349,500
-321,400
-48% -$97.2M 0.15% 128
2025
Q2 		$209M Buy
670,900
+648,400
+2,882% +$248M 0.32% 50
2025
Q1 		$11.8M Sell
22,500
-1,800
-7% -$920K 0.02% 823
2024
Q4 		$12.3M Sell
24,300
-8,300
-25% -$4.72M 0.02% 876
2024
Q3 		$19.1M Sell
32,600
-26,900
-45% -$15.2M 0.03% 653
2024
Q2 		$30.3M Sell
59,500
-131,900
-69% -$64.6M 0.05% 460
2024
Q1 		$94.7M Buy
191,400
+8,500
+5% +$4.32M 0.17% 137
2023
Q4 		$96.3M Buy
182,900
+4,300
+2% +$2.29M 0.18% 113
2023
Q3 		$90M Buy
178,600
+128,600
+257% +$63.3M 0.18% 119
2023
Q2 		$24M Buy
50,000
+44,700
+843% +$21.9M 0.05% 474
2023
Q1 		$2.5M Hold
5,300
– – 0.01% 1378
2022
Q4 		$2.81M Sell
5,300
-44,700
-89% -$23.7M 0.01% 1264
2022
Q3 		$25.3M Buy
+50,000
New +$26.3M 0.08% 348
2021
Q3 		– Sell
-3,700
Closed -$1.48M – 2444
2021
Q2 		$1.48M Buy
+3,700
New +$1.48M 0.01% 1112
2018
Q1 		– Sell
-62,500
Closed -$13.8M – 2330
2017
Q4 		$13.8M Buy
+62,500
New +$13.2M 0.04% 537

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Balyasny Asset Management's UNH Position: Q1 2026 in Review

Balyasny Asset Management reduced its UnitedHealth (UNH) stake by 31% in Q1 2026, selling an estimated $53.6M and leaving 406,836 shares worth $110M. The position accounts for 0.14% of the portfolio, ranked #156.

Balyasny Asset Management first reported a position in UNH in Q2 2013 and has held it in 36 quarters since. The position peaked at $307M in Q4 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Balyasny Asset Management held 406,836 shares of UnitedHealth worth $110M as of Q1 2026.
  • Balyasny Asset Management sold 180,129 UnitedHealth shares in Q1 2026, an estimated $53.6M.
  • UnitedHealth made up 0.14% of Balyasny Asset Management's portfolio in Q1 2026, its #156 holding.
  • Balyasny Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 36 quarters since.
  • Balyasny Asset Management's UnitedHealth position peaked at $307M in Q4 2024.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.