Balyasny Asset Management
UNH icon

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 		$42M Buy
155,100
+115,200
+289% +$34.3M 0.05% 402
2025
Q4 		$13.2M Sell
39,900
-10,600
-21% -$3.59M 0.02% 902
2025
Q3 		$17.4M Buy
50,500
+32,300
+177% +$9.77M 0.02% 777
2025
Q2 		$5.68M Sell
18,200
-55,300
-75% -$21.1M 0.01% 1226
2025
Q1 		$38.5M Sell
73,500
-57,600
-44% -$29.4M 0.06% 377
2024
Q4 		$66.3M Buy
131,100
+15,700
+14% +$8.92M 0.1% 243
2024
Q3 		$67.5M Buy
115,400
+20,800
+22% +$11.8M 0.11% 218
2024
Q2 		$48.2M Sell
94,600
-113,300
-54% -$55.5M 0.08% 303
2024
Q1 		$103M Sell
207,900
-4,400
-2% -$2.24M 0.18% 118
2023
Q4 		$112M Buy
212,300
+46,600
+28% +$24.9M 0.21% 88
2023
Q3 		$83.5M Buy
165,700
+115,600
+231% +$56.9M 0.17% 134
2023
Q2 		$24.1M Buy
50,100
+44,700
+828% +$21.9M 0.05% 473
2023
Q1 		$2.55M Sell
5,400
-18,300
-77% -$8.83M 0.01% 1371
2022
Q4 		$12.6M Buy
23,700
+5,300
+29% +$2.81M 0.03% 644
2022
Q3 		$9.29M Buy
18,400
+7,500
+69% +$3.94M 0.03% 723
2022
Q2 		$5.6M Buy
10,900
+8,300
+319% +$4.17M 0.02% 885
2022
Q1 		$1.33M Buy
+2,600
New +$1.25M ﹤0.01% 1549
2021
Q4 		– Sell
-13,000
Closed -$5.08M – 2616
2021
Q3 		$5.08M Buy
13,000
+8,900
+217% +$3.69M 0.02% 813
2021
Q2 		$1.64M Buy
+4,100
New +$1.63M 0.01% 1083
2020
Q4 		– Sell
-10,000
Closed -$3.12M – 1721
2020
Q3 		$3.12M Buy
+10,000
New +$3.07M 0.02% 726
2019
Q3 		– Sell
-75,000
Closed -$18.9M – 1611
2019
Q2 		$18.9M Buy
+75,000
New +$18M 0.12% 236
2016
Q2 		– Sell
-200,000
Closed -$25.8M – 1464
2016
Q1 		$25.8M Buy
+200,000
New +$23.7M 0.15% 202

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. 3,021 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.
  • 3,021 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.