CCM
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Cullen Capital Management’s UnitedHealth UNH Stock Holding History

Cullen 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 		$128M Buy
472,736
+139,842
+42% +$41.6M 1.31% 34
2025
Q4 		$110M Buy
332,894
+96,218
+41% +$32.6M 1.2% 34
2025
Q3 		$81.7M Buy
+236,676
New +$71.6M 0.89% 41

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

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

Cullen Capital Management increased its UnitedHealth (UNH) stake by 42% in Q1 2026, buying an estimated $41.6M and bringing the position to 472,736 shares worth $128M. The position accounts for 1.31% of the portfolio, ranked #34.

Cullen Capital Management first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Cullen Capital Management held 472,736 shares of UnitedHealth worth $128M as of Q1 2026.
  • Cullen Capital Management bought 139,842 UnitedHealth shares in Q1 2026, an estimated $41.6M.
  • UnitedHealth made up 1.31% of Cullen Capital Management's portfolio in Q1 2026, its #34 holding.
  • Cullen Capital Management first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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