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Causeway Capital Management’s UnitedHealth UNH Stock Holding History

Causeway Capital 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 		$19.4M Buy
+71,864
New +$21.4M 0.24% 66
2025
Q4 		– Sell
-64,603
Closed -$22.3M – 118
2025
Q3 		$22.3M Buy
+64,603
New +$19.5M 0.29% 64
2018
Q3 		– Sell
-457,740
Closed -$112M – 91
2018
Q2 		$112M Sell
457,740
-115,012
-20% -$27.6M 1.13% 27
2018
Q1 		$123M Sell
572,752
-282,698
-33% -$64.6M 1.31% 22
2017
Q4 		$189M Sell
855,450
-33,059
-4% -$7.01M 2% 20
2017
Q3 		$85.2M Sell
888,509
-347,170
-28% -$67.1M 0.96% 26
2017
Q2 		$229M Buy
1,235,679
+16,402
+1% +$2.88M 2.84% 12
2017
Q1 		$229M Buy
1,219,277
+173,916
+17% +$28.5M 3.11% 13
2016
Q4 		$196M Buy
1,045,361
+40,501
+4% +$6.05M 3.43% 9
2016
Q3 		$158M Buy
1,004,860
+40,607
+4% +$5.69M 2.9% 13
2016
Q2 		$156M Sell
964,253
-134,796
-12% -$18M 3.32% 10
2016
Q1 		$165M Sell
1,099,049
-18,511
-2% -$2.19M 3.79% 10
2015
Q4 		$158M Buy
1,117,560
+83,130
+8% +$9.72M 3.34% 11
2015
Q3 		$148M Buy
1,034,430
+225,344
+28% +$27M 2.98% 16
2015
Q2 		$115M Buy
809,086
+86,498
+12% +$10.2M 2.88% 16
2015
Q1 		$114M Sell
722,588
-454,036
-39% -$50.4M 2.97% 15
2014
Q4 		$133M Buy
1,176,624
+99,084
+9% +$9.39M 3.85% 8
2014
Q3 		$101M Sell
1,077,540
-366,900
-25% -$31M 3.49% 8
2014
Q2 		$122M Buy
1,444,440
+59,200
+4% +$4.66M 4.99% 4
2014
Q1 		$119M Buy
1,385,240
+151,422
+12% +$11.4M 5.37% 2
2013
Q4 		$96.8M Buy
1,233,818
+292,084
+31% +$21M 5.48% 1
2013
Q3 		$69.5M Buy
941,734
+203,700
+28% +$14.6M 5.67% 3
2013
Q2 		$51.1M Buy
+738,034
New +$45.9M 5.39% 2

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

Causeway Capital Management's UNH Position: Q1 2026 in Review

Causeway Capital Management opened a new position in UnitedHealth (UNH) in Q1 2026: 71,864 shares worth $19.4M. The stake represents 0.24% of the portfolio and ranks #66 among its holdings. This is a return to the name: Causeway Capital Management previously reported a position in UNH as recently as Q3 2025.

Causeway Capital Management first reported a position in UNH in Q2 2013 and has held it in 23 quarters since. The position peaked at $229M in Q1 2017. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Causeway Capital Management held 71,864 shares of UnitedHealth worth $19.4M as of Q1 2026.
  • UnitedHealth was a new Causeway Capital Management position in Q1 2026.
  • UnitedHealth made up 0.24% of Causeway Capital Management's portfolio in Q1 2026, its #66 holding.
  • Causeway Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 23 quarters since.
  • Causeway Capital Management's UnitedHealth position peaked at $229M in Q1 2017.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Causeway Capital Management's 13F filing for Q1 2026, filed 14 May 2026.