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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
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 $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

Distillate Capital Partners's UNH Position: Q1 2026 in Review

Distillate Capital Partners opened a new position in UnitedHealth (UNH) in Q1 2026: 66,080 shares worth $17.9M. The stake represents 0.94% of the portfolio and ranks #39 among its holdings. This is a return to the name: Distillate Capital Partners previously reported a position in UNH as recently as Q2 2025.

Distillate Capital Partners first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $72.8M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Distillate Capital Partners held 66,080 shares of UnitedHealth worth $17.9M as of Q1 2026.
  • UnitedHealth was a new Distillate Capital Partners position in Q1 2026.
  • UnitedHealth made up 0.94% of Distillate Capital Partners's portfolio in Q1 2026, its #39 holding.
  • Distillate Capital Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
  • Distillate Capital Partners's UnitedHealth position peaked at $72.8M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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