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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackBarn Capital Partners's UNH Position: Q2 2025 in Review

BlackBarn Capital Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 66,000 shares — an estimated $34.6M sold.

BlackBarn Capital Partners first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $34.6M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

BlackBarn Capital Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
BlackBarn Capital Partners sold 66,000 UnitedHealth shares in Q2 2025, an estimated $34.6M.
BlackBarn Capital Partners first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
BlackBarn Capital Partners's UnitedHealth position peaked at $34.6M in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on BlackBarn Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.