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Bristol Gate Capital Partners’s UnitedHealth UNH Stock Holding History

Bristol Gate Capital Partners’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
Q1 		– Sell
-243,684
Closed -$80.4M – 38
2025
Q4 		$80.4M Sell
243,684
-12,443
-5% -$4.22M 4.64% 10
2025
Q3 		$88.4M Buy
256,127
+107,494
+72% +$32.5M 5.22% 4
2025
Q2 		$46.4M Sell
148,633
-34,683
-19% -$13.3M 2.64% 22
2025
Q1 		$96M Buy
183,316
+1,512
+0.8% +$773K 4.69% 9
2024
Q4 		$92M Sell
181,804
-3,127
-2% -$1.78M 4.48% 13
2024
Q3 		$108M Buy
184,931
+6
+0% +$3.39K 4.95% 5
2024
Q2 		$94.2M Buy
184,925
+12,372
+7% +$6.06M 4.67% 7
2024
Q1 		$85.4M Buy
172,553
+28,011
+19% +$14.2M 4.01% 20
2023
Q4 		$76.1M Sell
144,542
-4,718
-3% -$2.52M 3.8% 20
2023
Q3 		$75.3M Sell
149,260
-4,280
-3% -$2.11M 4.19% 19
2023
Q2 		$73.8M Sell
153,540
-2,905
-2% -$1.42M 3.88% 20
2023
Q1 		$73.9M Sell
156,445
-1,719
-1% -$830K 4% 18
2022
Q4 		$83.9M Sell
158,164
-2,797
-2% -$1.48M 4.79% 5
2022
Q3 		$81.3M Sell
160,961
-4,786
-3% -$2.52M 4.99% 5
2022
Q2 		$85.1M Sell
165,747
-65,829
-28% -$33.1M 4.82% 9
2022
Q1 		$118M Buy
231,576
+7,965
+4% +$3.84M 5.79% 1
2021
Q4 		$112M Buy
223,611
+1,286
+0.6% +$582K 5.05% 5
2021
Q3 		$86.9M Buy
222,325
+5,759
+3% +$2.39M 4.46% 11
2021
Q2 		$86.7M Buy
216,566
+17,471
+9% +$6.97M 4.54% 9
2021
Q1 		$74.1M Sell
199,095
-13,606
-6% -$4.71M 4.42% 13
2020
Q4 		$74.6M Buy
212,701
+10,244
+5% +$3.43M 4.95% 2
2020
Q3 		$63.1M Buy
202,457
+20,284
+11% +$6.23M 4.77% 1
2020
Q2 		$53.7M Sell
182,173
-4,456
-2% -$1.28M 4.58% 4
2020
Q1 		$46.5M Buy
186,629
+22,390
+14% +$6.16M 5.47% 3
2019
Q4 		$48.3M Sell
164,239
-10,056
-6% -$2.63M 4.79% 2
2019
Q3 		$37.9M Buy
174,295
+18,021
+12% +$4.35M 4.3% 19
2019
Q2 		$38.1M Buy
156,274
+11,824
+8% +$2.84M 4.53% 12
2019
Q1 		$35.7M Buy
144,450
+29,525
+26% +$7.53M 4.54% 13
2018
Q4 		$28.6M Sell
114,925
-13,650
-11% -$3.61M 4.29% 20
2018
Q3 		$34.2M Sell
128,575
-2,744
-2% -$714K 4.55% 12
2018
Q2 		$32.2M Sell
131,319
-10,178
-7% -$2.44M 4.59% 7
2018
Q1 		$30.3M Sell
141,497
-3,489
-2% -$797K 4.36% 19
2017
Q4 		$32M Sell
144,986
-10,411
-7% -$2.21M 4.47% 16
2017
Q3 		$30.4M Sell
155,397
-11,322
-7% -$2.19M 4.61% 19
2017
Q2 		$30.9M Sell
166,719
-8,023
-5% -$1.41M 4.73% 2
2017
Q1 		$28.7M Buy
174,742
+432
+0.2% +$70.8K 4.44% 19
2016
Q4 		$27.9M Sell
174,310
-32,295
-16% -$4.82M 4.59% 10
2016
Q3 		$28.9M Buy
206,605
+12,133
+6% +$1.7M 4.98% 1
2016
Q2 		$27.5M Sell
194,472
-10,821
-5% -$1.44M 4.91% 6
2016
Q1 		$26.5M Sell
205,293
-2,889
-1% -$342K 4.89% 3
2015
Q4 		$24.5M Buy
208,182
+34,334
+20% +$4.01M 4.76% 2
2015
Q3 		$20.2M Sell
173,848
-5,281
-3% -$632K 4.6% 8
2015
Q2 		$21.9M Buy
179,129
+94,007
+110% +$11.1M 4.74% 3
2015
Q1 		$10.1M Sell
85,122
-4,099
-5% -$455K 5.49% 2
2014
Q4 		$9.02M Buy
+89,221
New +$8.46M 4.76% 10

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bristol Gate Capital Partners's UNH Position: Q1 2026 in Review

Bristol Gate Capital Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 243,684 shares — an estimated $80.4M sold.

Bristol Gate Capital Partners first reported a position in UNH in Q4 2014 and held it in 45 quarters. The position peaked at $118M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Bristol Gate Capital Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Bristol Gate Capital Partners sold 243,684 UnitedHealth shares in Q1 2026, an estimated $80.4M.
  • Bristol Gate Capital Partners first reported a position in UnitedHealth in Q4 2014 and held it in 45 quarters.
  • Bristol Gate Capital Partners's UnitedHealth position peaked at $118M in Q1 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Bristol Gate Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.