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Distillate Capital Partners’s UnitedHealth UNH Stock Holding History

Distillate Capital 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 		$25.8M Sell
62,058
-4,022
-6% -$1.49M 1.34% 13
2026
Q1 		$17.9M Buy
+66,080
New +$19.7M 0.94% 39
2025
Q3 		– Sell
-143,717
Closed -$44.8M – 144
2025
Q2 		$44.8M Buy
143,717
+12,040
+9% +$4.6M 2.4% 1
2025
Q1 		$69M Sell
131,677
-12,184
-8% -$6.23M 3.53% 1
2024
Q4 		$72.8M Buy
143,861
+23,635
+20% +$13.4M 3.58% 1
2024
Q3 		$70.3M Sell
120,226
-9,460
-7% -$5.35M 3.52% 3
2024
Q2 		$66M Buy
129,686
+129,663
+563,752% +$63.6M 3.49% 1
2024
Q1 		$11.4K Hold
23
– – 1.91% 41
2023
Q4 		$12.1K Hold
23
– – 2.63% 27
2023
Q3 		$11.6K Buy
+23
New +$11.3K 2.93% 33
2022
Q4 		– Sell
-29,490
Closed -$15.2M – 168
2022
Q3 		$15.2M Sell
29,490
-10,079
-25% -$5.3M 2.03% 5
2022
Q2 		$20.3M Buy
39,569
+6,055
+18% +$3.04M 2.9% 2
2022
Q1 		$17.1M Sell
33,514
-407
-1% -$196K 2.43% 3
2021
Q4 		$17M Buy
33,921
+11,130
+49% +$5.04M 2.86% 2
2021
Q3 		$8.9M Buy
22,791
+4,253
+23% +$1.76M 2.37% 3
2021
Q2 		$7.42M Sell
18,538
-573
-3% -$228K 2.06% 6
2021
Q1 		$7.11M Buy
19,111
+4,486
+31% +$1.55M 2.3% 3
2020
Q4 		$5.04M Buy
+14,625
New +$4.9M 2.41% 3

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

Distillate Capital Partners's UNH Position: Q2 2026 in Review

Distillate Capital Partners reduced its UnitedHealth (UNH) stake by 6.1% in Q2 2026, selling an estimated $1.49M and leaving 62,058 shares worth $25.8M. The position accounts for 1.34% of the portfolio, ranked #13.

Distillate Capital Partners first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. The position peaked at $72.8M in Q4 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Distillate Capital Partners held 62,058 shares of UnitedHealth worth $25.8M as of Q2 2026.
  • Distillate Capital Partners sold 4,022 UnitedHealth shares in Q2 2026, an estimated $1.49M.
  • UnitedHealth made up 1.34% of Distillate Capital Partners's portfolio in Q2 2026, its #13 holding.
  • Distillate Capital Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
  • Distillate Capital Partners's UnitedHealth position peaked at $72.8M in Q4 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Distillate Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.