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Banco BTG Pactual’s UnitedHealth UNH Stock Holding History

Banco BTG Pactual’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 		– Sell
-1,609
Closed -$531K – 295
2025
Q4 		$531K Sell
1,609
-15,357
-91% -$5.2M 0.09% 97
2025
Q3 		$5.86M Buy
+16,966
New +$5.13M 0.86% 25
2025
Q2 		– Sell
-886
Closed -$464K – 231
2025
Q1 		$464K Buy
886
+358
+68% +$183K 0.11% 111
2024
Q4 		$266K Sell
528
-502
-49% -$285K 0.06% 136
2024
Q3 		$602K Buy
1,030
+316
+44% +$179K 0.16% 80
2024
Q2 		$412K Buy
+714
New +$350K 0.06% 124
2022
Q3 		– Sell
-684
Closed -$351K – 134
2022
Q2 		$351K Buy
+684
New +$343K 0.23% 53

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

Banco BTG Pactual's UNH Position: Q1 2026 in Review

Banco BTG Pactual sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,609 shares — an estimated $531K sold.

Banco BTG Pactual first reported a position in UNH in Q2 2022 and held it in 7 quarters. The position peaked at $5.86M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Banco BTG Pactual reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Banco BTG Pactual sold 1,609 UnitedHealth shares in Q1 2026, an estimated $531K.
  • Banco BTG Pactual first reported a position in UnitedHealth in Q2 2022 and held it in 7 quarters.
  • Banco BTG Pactual's UnitedHealth position peaked at $5.86M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Banco BTG Pactual's 13F filing for Q1 2026, filed 13 May 2026.