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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
2024
Q2 		– Sell
-100,000
Closed -$49.5M – 37
2024
Q1 		$49.5M Buy
+100,000
New +$50.8M 3.7% 14
2019
Q4 		– Sell
-300,000
Closed -$65.2M – 36
2019
Q3 		$65.2M Buy
+300,000
New +$72.4M 11.95% 1

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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. 2,840 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.
  • 2,840 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.