Border to Coast Pensions Partnership’s UnitedHealth UNH Stock Holding History

Border to Coast Pensions Partnership’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 Q1	$48.8M	Sell	179,621 -27,717	-13%	-$8.25M	0.82%	40
2025 Q4	$68.6M	Hold	207,338	–	–	1.19%	25
2025 Q3	$71.6M	Buy	207,338 +25,786	+14%	+$7.8M	1.25%	23
2025 Q2	$56.6M	Buy	181,552 +39,913	+28%	+$15.3M	1.04%	31
2025 Q1	$74.2M	Sell	141,639 -18,363	-11%	-$9.39M	1.52%	17
2024 Q4	$80.9M	Buy	160,002 +18,737	+13%	+$10.6M	1.59%	13
2024 Q3	$82.4M	Buy	141,265 +6,026	+4%	+$3.41M	1.68%	13
2024 Q2	$68.9M	Sell	135,239 -4,816	-3%	-$2.36M	1.63%	13
2024 Q1	$69.2M	Hold	140,055	–	–	1.55%	15
2023 Q4	$73.7M	Buy	140,055 +2,900	+2%	+$1.55M	1.8%	11
2023 Q3	$70M	Hold	137,155	–	–	1.86%	11
2023 Q2	$65.9M	Hold	137,155	–	–	1.65%	12
2023 Q1	$64.8M	Buy	137,155 +23,056	+20%	+$11.1M	1.74%	12
2022 Q4	$60.5M	Sell	114,099 -7,000	-6%	-$3.71M	1.94%	9
2022 Q3	$61.2M	Hold	121,099	–	–	1.98%	9
2022 Q2	$62.4M	Buy	121,099 +15,947	+15%	+$8.01M	1.93%	8
2022 Q1	$53.5M	Sell	105,152 -4,869	-4%	-$2.35M	1.52%	14
2021 Q4	$55.2M	Hold	110,021	–	–	1.86%	10
2021 Q3	$55M	Hold	110,021	–	–	1.87%	10
2021 Q2	$44.3M	Buy	+110,021	New	+$43.9M	1.55%	14

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Border to Coast Pensions Partnership's UNH Position: Q1 2026 in Review

Border to Coast Pensions Partnership reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $8.25M and leaving 179,621 shares worth $48.8M. The position accounts for 0.82% of the portfolio, ranked #40.

Border to Coast Pensions Partnership first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $82.4M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Border to Coast Pensions Partnership held 179,621 shares of UnitedHealth worth $48.8M as of Q1 2026.
Border to Coast Pensions Partnership sold 27,717 UnitedHealth shares in Q1 2026, an estimated $8.25M.
UnitedHealth made up 0.82% of Border to Coast Pensions Partnership's portfolio in Q1 2026, its #40 holding.
Border to Coast Pensions Partnership first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Border to Coast Pensions Partnership's UnitedHealth position peaked at $82.4M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2026, filed 22 Apr 2026.