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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
2026
Q2 		$207K Buy
+499
New +$185K ﹤0.01% 40
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brave Warrior Advisors's UNH Position: Q2 2026 in Review

Brave Warrior Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 499 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #40 among its holdings. This is a return to the name: Brave Warrior Advisors previously reported a position in UNH as recently as Q2 2025.

Brave Warrior Advisors first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $111M in Q4 2021. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brave Warrior Advisors held 499 shares of UnitedHealth worth $207K as of Q2 2026.
  • UnitedHealth was a new Brave Warrior Advisors position in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Brave Warrior Advisors's portfolio in Q2 2026, its #40 holding.
  • Brave Warrior Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • Brave Warrior Advisors's UnitedHealth position peaked at $111M in Q4 2021.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brave Warrior Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.