BlackBarn Capital Partners’s UnitedHealth UNH Stock Holding History

BlackBarn Capital 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
2026 Q2	$27M	Buy	+65,000	New	+$24.1M	2.28%	11
2025 Q2	–	Sell	-66,000	Closed	-$34.6M	–	26
2025 Q1	$34.6M	Buy	66,000 +6,000	+10%	+$3.07M	2.2%	5
2024 Q4	$30.4M	Buy	60,000 +34,300	+133%	+$19.5M	1.67%	4
2024 Q3	$15M	Sell	25,700 -6,300	-20%	-$3.56M	1.97%	8
2024 Q2	$16.3M	Buy	32,000 +2,000	+7%	+$980K	1.45%	5
2024 Q1	$14.8M	Buy	30,000 +3,700	+14%	+$1.88M	8.39%	3
2023 Q4	$13.8M	Buy	+26,300	New	+$14M	5.01%	5

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackBarn Capital Partners's UNH Position: Q2 2026 in Review

BlackBarn Capital Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 65,000 shares worth $27M. The stake represents 2.28% of the portfolio and ranks #11 among its holdings. This is a return to the name: BlackBarn Capital Partners previously reported a position in UNH as recently as Q1 2025.

BlackBarn Capital Partners first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $34.6M in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BlackBarn Capital Partners held 65,000 shares of UnitedHealth worth $27M as of Q2 2026.
UnitedHealth was a new BlackBarn Capital Partners position in Q2 2026.
UnitedHealth made up 2.28% of BlackBarn Capital Partners's portfolio in Q2 2026, its #11 holding.
BlackBarn Capital Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
BlackBarn Capital Partners's UnitedHealth position peaked at $34.6M in Q1 2025.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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