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Bowie Capital Management’s UnitedHealth UNH Stock Holding History

Bowie 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 		$92M Sell
221,244
-134,235
-38% -$49.8M 3.91% 9
2026
Q1 		$96.2M Buy
355,479
+76,825
+28% +$22.9M 3.55% 13
2025
Q4 		$92M Buy
278,654
+13,603
+5% +$4.61M 3.68% 14
2025
Q3 		$91.5M Buy
265,051
+21,824
+9% +$6.6M 3.98% 16
2025
Q2 		$75.9M Buy
243,227
+2,776
+1% +$1.06M 3.54% 17
2025
Q1 		$126M Buy
240,451
+30,286
+14% +$15.5M 5.91% 3
2024
Q4 		$106M Buy
210,165
+38,107
+22% +$21.7M 5.63% 4
2024
Q3 		$101M Sell
172,058
-6,213
-3% -$3.51M 5.23% 4
2024
Q2 		$90.8M Buy
178,271
+40,734
+30% +$20M 5.55% 4
2024
Q1 		$68M Buy
137,537
+50,878
+59% +$25.9M 5.09% 5
2023
Q4 		$45.6M Sell
86,659
-2,646
-3% -$1.41M 5.16% 7
2023
Q3 		$45M Buy
89,305
+51
+0.1% +$25.1K 3.83% 9
2023
Q2 		$42.9M Buy
89,254
+2,909
+3% +$1.42M 5.03% 6
2023
Q1 		$40.8M Buy
86,345
+20,204
+31% +$9.75M 4.73% 6
2022
Q4 		$35.1M Buy
66,141
+7,544
+13% +$4M 4.48% 8
2022
Q3 		$29.6M Sell
58,597
-1,646
-3% -$866K 3.11% 11
2022
Q2 		$30.9M Sell
60,243
-4,500
-7% -$2.26M 4.33% 9
2022
Q1 		$33M Sell
64,743
-5,012
-7% -$2.42M 4.18% 10
2021
Q4 		$35M Buy
69,755
+4,138
+6% +$1.87M 4.05% 12
2021
Q3 		$25.6M Buy
65,617
+417
+0.6% +$173K 2.75% 16
2021
Q2 		$26.1M Sell
65,200
-800
-1% -$319K 3.25% 13
2021
Q1 		$24.6M Buy
66,000
+6,000
+10% +$2.08M 3.32% 14
2020
Q4 		$21M Buy
60,000
+10,000
+20% +$3.35M 3.16% 17
2020
Q3 		$15.6M Buy
50,000
+6,000
+14% +$1.84M 2.49% 20
2020
Q2 		$13M Buy
44,000
+12,000
+38% +$3.44M 2.16% 21
2020
Q1 		$7.98M Buy
32,000
+12,000
+60% +$3.3M 2.04% 20
2019
Q4 		$5.88M Hold
20,000
– – 1.6% 22
2019
Q3 		$4.35M Buy
20,000
+5,000
+33% +$1.21M 0.8% 27
2019
Q2 		$3.66M Buy
+15,000
New +$3.61M 0.74% 27

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bowie Capital Management reduced its UnitedHealth (UNH) stake by 38% in Q2 2026, selling an estimated $49.8M and leaving 221,244 shares worth $92M. The position accounts for 3.91% of the portfolio, ranked #9.

Bowie Capital Management first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $126M in Q1 2025. 2,798 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bowie Capital Management held 221,244 shares of UnitedHealth worth $92M as of Q2 2026.
  • Bowie Capital Management sold 134,235 UnitedHealth shares in Q2 2026, an estimated $49.8M.
  • UnitedHealth made up 3.91% of Bowie Capital Management's portfolio in Q2 2026, its #9 holding.
  • Bowie Capital Management first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Bowie Capital Management's UnitedHealth position peaked at $126M in Q1 2025.
  • 2,798 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.