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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CenterBook Partners's UNH Position: Q2 2026 in Review

CenterBook Partners sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,817 shares — an estimated $762K sold.

CenterBook Partners first reported a position in UNH in Q1 2022 and held it in 16 quarters. The position peaked at $10.2M in Q2 2024. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • CenterBook Partners reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • CenterBook Partners sold 2,817 UnitedHealth shares in Q2 2026, an estimated $762K.
  • CenterBook Partners first reported a position in UnitedHealth in Q1 2022 and held it in 16 quarters.
  • CenterBook Partners's UnitedHealth position peaked at $10.2M in Q2 2024.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.