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 Q3	$363K	Buy	988 +167	+20%	+$67.2K	0.19%	111
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BluePath Capital Management's UNH Position: Q3 2026 in Review

BluePath Capital Management increased its UnitedHealth (UNH) stake by 20% in Q3 2026, buying an estimated $67.2K and bringing the position to 988 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #111.

BluePath Capital Management first reported a position in UNH in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

BluePath Capital Management held 988 shares of UnitedHealth worth $363K as of Q3 2026.
BluePath Capital Management bought 167 UnitedHealth shares in Q3 2026, an estimated $67.2K.
UnitedHealth made up 0.19% of BluePath Capital Management's portfolio in Q3 2026, its #111 holding.
BluePath Capital Management first reported a position in UnitedHealth in Q3 2023 and has held it in 9 quarters since.
BluePath Capital Management's UnitedHealth position peaked at $1.11M in Q3 2024.
2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.