Cambria Investment Management’s UnitedHealth UNH Stock Holding History

Cambria 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
2026 Q1	$844K	Buy	3,120 +1,103	+55%	+$328K	0.05%	259
2025 Q4	$666K	Buy	2,017 +447	+28%	+$151K	0.04%	302
2025 Q3	$542K	Buy	1,570 +440	+39%	+$133K	0.03%	352
2025 Q2	$353K	Buy	+1,130	New	+$432K	0.02%	355
2019 Q4	–	Sell	-18,875	Closed	-$4.1M	–	237
2019 Q3	$4.1M	Sell	18,875 -74	-0.4%	-$17.9K	0.61%	73
2019 Q2	$4.62M	Buy	18,949 +2,767	+17%	+$666K	0.71%	62
2019 Q1	$4M	Buy	16,182 +493	+3%	+$126K	0.62%	80
2018 Q4	$3.91M	Sell	15,689 -749	-5%	-$198K	0.66%	59
2018 Q3	$4.37M	Sell	16,438 -2,236	-12%	-$582K	0.64%	63
2018 Q2	$4.71M	Sell	18,674 -3,065	-14%	-$736K	0.7%	39
2018 Q1	$4.65M	Sell	21,739 -7,095	-25%	-$1.62M	0.68%	53
2017 Q4	$6.36M	Buy	28,834 +1,806	+7%	+$383K	0.89%	37
2017 Q3	$5.29M	Buy	27,028 +15,794	+141%	+$3.05M	0.81%	56
2017 Q2	$2.08M	Buy	+11,234	New	+$1.97M	0.45%	58

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cambria Investment Management's UNH Position: Q1 2026 in Review

Cambria Investment Management increased its UnitedHealth (UNH) stake by 55% in Q1 2026, buying an estimated $328K and bringing the position to 3,120 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #259.

Cambria Investment Management first reported a position in UNH in Q2 2017 and has held it in 14 quarters since. The position peaked at $6.36M in Q4 2017. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cambria Investment Management held 3,120 shares of UnitedHealth worth $844K as of Q1 2026.
Cambria Investment Management bought 1,103 UnitedHealth shares in Q1 2026, an estimated $328K.
UnitedHealth made up 0.05% of Cambria Investment Management's portfolio in Q1 2026, its #259 holding.
Cambria Investment Management first reported a position in UnitedHealth in Q2 2017 and has held it in 14 quarters since.
Cambria Investment Management's UnitedHealth position peaked at $6.36M in Q4 2017.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.