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CenterBook Partners’s UnitedHealth UNH Stock Holding History

CenterBook 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 		$762K Buy
+2,817
New +$839K 0.04% 398
2025
Q4 		– Sell
-10,781
Closed -$3.72M – 687
2025
Q3 		$3.72M Buy
10,781
+6,697
+164% +$2.03M 0.18% 154
2025
Q2 		$1.27M Buy
4,084
+1,604
+65% +$613K 0.07% 301
2025
Q1 		$1.3M Sell
2,480
-13,751
-85% -$7.03M 0.08% 270
2024
Q4 		$8.21M Buy
16,231
+8,332
+105% +$4.73M 0.49% 53
2024
Q3 		$4.62M Sell
7,899
-12,204
-61% -$6.9M 0.28% 107
2024
Q2 		$10.2M Buy
20,103
+5,115
+34% +$2.51M 0.64% 27
2024
Q1 		$7.41M Buy
14,988
+3,239
+28% +$1.65M 0.51% 46
2023
Q4 		$6.19M Buy
11,749
+4,821
+70% +$2.57M 0.75% 18
2023
Q3 		$3.49M Sell
6,928
-5,079
-42% -$2.5M 0.44% 64
2023
Q2 		$5.77M Buy
12,007
+5,454
+83% +$2.67M 0.72% 19
2023
Q1 		$3.1M Buy
6,553
+1,309
+25% +$632K 0.44% 65
2022
Q4 		$2.78M Buy
5,244
+2,504
+91% +$1.33M 0.46% 55
2022
Q3 		$1.38M Sell
2,740
-590
-18% -$310K 0.27% 124
2022
Q2 		$1.71M Buy
3,330
+1,901
+133% +$955K 0.37% 86
2022
Q1 		$729K Buy
+1,429
New +$689K 0.26% 145

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

CenterBook Partners's UNH Position: Q1 2026 in Review

CenterBook Partners opened a new position in UnitedHealth (UNH) in Q1 2026: 2,817 shares worth $762K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in UNH as recently as Q3 2025.

CenterBook Partners first reported a position in UNH in Q1 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • CenterBook Partners held 2,817 shares of UnitedHealth worth $762K as of Q1 2026.
  • UnitedHealth was a new CenterBook Partners position in Q1 2026.
  • UnitedHealth made up 0.04% of CenterBook Partners's portfolio in Q1 2026, its #398 holding.
  • CenterBook Partners first reported a position in UnitedHealth in Q1 2022 and has held it in 16 quarters since.
  • CenterBook Partners's UnitedHealth position peaked at $10.2M in Q2 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.