BlackBarn Capital Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$41.6M Buy
+100,000
New +$37.1M 3.51% 4

Other funds holding UNH

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.