BluePath Capital Management’s UnitedHealth UNH Stock Holding History

BluePath Capital 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 Q2	$341K	Buy	+821	New	+$304K	0.19%	108
2026 Q1	–	Sell	-616	Closed	-$203K	–	117
2025 Q4	$203K	Buy	+616	New	+$209K	0.14%	98
2025 Q1	–	Sell	-541	Closed	-$293K	–	108
2024 Q4	$293K	Sell	541 -1,359	-72%	-$772K	0.16%	88
2024 Q3	$1.11M	Buy	1,900 +200	+12%	+$113K	0.69%	25
2024 Q2	$866K	Buy	1,700 +418	+33%	+$205K	0.61%	35
2024 Q1	$634K	Buy	1,282 +254	+25%	+$129K	0.48%	43
2023 Q4	$553K	Buy	1,028 +115	+13%	+$61.3K	0.47%	49
2023 Q3	$460K	Buy	+913	New	+$449K	0.42%	44

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BluePath Capital Management's UNH Position: Q2 2026 in Review

BluePath Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 821 shares worth $341K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings. This is a return to the name: BluePath Capital Management previously reported a position in UNH as recently as Q4 2025.

BluePath Capital Management first reported a position in UNH in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.11M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

BluePath Capital Management held 821 shares of UnitedHealth worth $341K as of Q2 2026.
UnitedHealth was a new BluePath Capital Management position in Q2 2026.
UnitedHealth made up 0.19% of BluePath Capital Management's portfolio in Q2 2026, its #108 holding.
BluePath Capital Management first reported a position in UnitedHealth in Q3 2023 and has held it in 8 quarters since.
BluePath Capital Management's UnitedHealth position peaked at $1.11M in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.