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Brave Warrior Advisors’s UnitedHealth UNH Stock Holding History

Brave Warrior Advisors’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
Q3 		– Sell
-1,499
Closed -$468K – 36
2025
Q2 		$468K Buy
1,499
+1,000
+200% +$382K 0.01% 25
2025
Q1 		$261K Hold
499
– – 0.01% 31
2024
Q4 		$252K Hold
499
– – 0.01% 28
2024
Q3 		$292K Sell
499
-111
-18% -$62.8K 0.01% 26
2024
Q2 		$311K Hold
610
– – 0.01% 24
2024
Q1 		$302K Hold
610
– – 0.01% 26
2023
Q4 		$321K Sell
610
-100
-14% -$53.3K 0.01% 26
2023
Q3 		$358K Sell
710
-396
-36% -$195K 0.01% 26
2023
Q2 		$532K Hold
1,106
– – 0.01% 21
2023
Q1 		$523K Sell
1,106
-100
-8% -$48.3K 0.02% 23
2022
Q4 		$639K Sell
1,206
-1,260
-51% -$667K 0.02% 21
2022
Q3 		$1.25M Hold
2,466
– – 0.04% 16
2022
Q2 		$1.27M Sell
2,466
-1,090
-31% -$547K 0.04% 15
2022
Q1 		$1.81M Sell
3,556
-218,105
-98% -$105M 0.05% 15
2021
Q4 		$111M Sell
221,661
-4,460
-2% -$2.02M 3.55% 11
2021
Q3 		$88.4M Sell
226,121
-15,898
-7% -$6.58M 3.09% 11
2021
Q2 		$96.9M Sell
242,019
-4,411
-2% -$1.76M 3.33% 11
2021
Q1 		$91.7M Buy
246,430
+83,316
+51% +$28.9M 2.99% 11
2020
Q4 		$57.2M Buy
163,114
+3,213
+2% +$1.08M 2.1% 14
2020
Q3 		$49.9M Sell
159,901
-5,590
-3% -$1.72M 2.23% 13
2020
Q2 		$48.8M Sell
165,491
-97,609
-37% -$28M 2.43% 12
2020
Q1 		$65.6M Buy
263,100
+104,011
+65% +$28.6M 3.78% 9
2019
Q4 		$46.8M Buy
+159,089
New +$41.6M 2.47% 11

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brave Warrior Advisors's UNH Position: Q3 2025 in Review

Brave Warrior Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,499 shares — an estimated $468K sold.

Brave Warrior Advisors first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $111M in Q4 2021. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Brave Warrior Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Brave Warrior Advisors sold 1,499 UnitedHealth shares in Q3 2025, an estimated $468K.
  • Brave Warrior Advisors first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Brave Warrior Advisors's UnitedHealth position peaked at $111M in Q4 2021.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Brave Warrior Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.