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Brandywine Global Investment Management’s UnitedHealth UNH Stock Holding History

Brandywine Global Investment 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
2025
Q2 		– Sell
-553,211
Closed -$290M – 634
2025
Q1 		$290M Buy
553,211
+357,419
+183% +$183M 2.09% 3
2024
Q4 		$99M Buy
+195,792
New +$111M 0.72% 35
2021
Q3 		– Sell
-799,290
Closed -$320M – 734
2021
Q2 		$320M Sell
799,290
-8,092
-1% -$3.23M 2.37% 4
2021
Q1 		$300M Buy
807,382
+73,249
+10% +$25.4M 2.26% 4
2020
Q4 		$257M Buy
734,133
+298,694
+69% +$100M 2.14% 5
2020
Q3 		$136M Buy
435,439
+435,395
+989,534% +$134M 1.34% 12
2020
Q2 		$13K Buy
+44
New +$12.6K ﹤0.01% 684
2019
Q2 		– Sell
-248
Closed -$62K – 888
2019
Q1 		$62K Buy
+248
New +$63.2K ﹤0.01% 717
2016
Q2 		– Sell
-848
Closed -$110K – 1001
2016
Q1 		$110K Sell
848
-950,143
-100% -$112M ﹤0.01% 762
2015
Q4 		$112M Sell
950,991
-79,491
-8% -$9.29M 0.71% 34
2015
Q3 		$120M Buy
1,030,482
+115,157
+13% +$13.8M 0.78% 28
2015
Q2 		$112M Buy
915,325
+27,786
+3% +$3.29M 0.7% 28
2015
Q1 		$105M Buy
887,539
+30,193
+4% +$3.35M 0.68% 31
2014
Q4 		$86.7M Buy
857,346
+156,956
+22% +$14.9M 0.58% 40
2014
Q3 		$60.4M Buy
700,390
+120,553
+21% +$10.2M 0.44% 55
2014
Q2 		$47.4M Buy
579,837
+87,463
+18% +$6.88M 0.37% 58
2014
Q1 		$40.4M Buy
492,374
+7,674
+2% +$578K 0.35% 59
2013
Q4 		$36.5M Sell
484,700
-676,008
-58% -$48.6M 0.33% 61
2013
Q3 		$83.1M Buy
1,160,708
+35,266
+3% +$2.52M 0.83% 27
2013
Q2 		$73.7M Buy
+1,125,442
New +$70M 0.76% 30

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brandywine Global Investment Management's UNH Position: Q2 2025 in Review

Brandywine Global Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 553,211 shares — an estimated $290M sold.

Brandywine Global Investment Management first reported a position in UNH in Q2 2013 and held it in 20 quarters. The position peaked at $320M in Q2 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Brandywine Global Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 553,211 UnitedHealth shares in Q2 2025, an estimated $290M.
  • Brandywine Global Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 20 quarters.
  • Brandywine Global Investment Management's UnitedHealth position peaked at $320M in Q2 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Brandywine Global Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.