CenterBook Partners
UNH icon

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
Q3 		$1.04M Buy
+2,846
New +$1.15M 0.05% 432
2026
Q2 		– Sell
-2,817
Closed -$762K – 872
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

CenterBook Partners's UNH Position: Q3 2026 in Review

CenterBook Partners opened a new position in UnitedHealth (UNH) in Q3 2026: 2,846 shares worth $1.04M. The stake represents 0.05% of the portfolio and ranks #432 among its holdings. This is a return to the name: CenterBook Partners previously reported a position in UNH as recently as Q1 2026.

CenterBook Partners first reported a position in UNH in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.2M in Q2 2024. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • CenterBook Partners held 2,846 shares of UnitedHealth worth $1.04M as of Q3 2026.
  • UnitedHealth was a new CenterBook Partners position in Q3 2026.
  • UnitedHealth made up 0.05% of CenterBook Partners's portfolio in Q3 2026, its #432 holding.
  • CenterBook Partners first reported a position in UnitedHealth in Q1 2022 and has held it in 17 quarters since.
  • CenterBook Partners's UnitedHealth position peaked at $10.2M in Q2 2024.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on CenterBook Partners's 13F filing for Q3 2026, filed 2 Nov 2026.