Factorial Partners’s UnitedHealth UNH Stock Holding History

Factorial 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	-2,200	Closed	-$595K	–	52
2026 Q1	$595K	Buy	2,200 +400	+22%	+$119K	0.43%	45
2025 Q4	$594K	Hold	1,800	–	–	0.39%	49
2025 Q3	$622K	Buy	+1,800	New	+$544K	0.43%	49
2024 Q3	–	Sell	-1,800	Closed	-$917K	–	83
2024 Q2	$917K	Sell	1,800 -4,200	-70%	-$2.06M	0.56%	56
2024 Q1	$2.97M	Buy	6,000 +300	+5%	+$153K	1.69%	25
2023 Q4	$3M	Buy	5,700 +2,240	+65%	+$1.19M	1.9%	16
2023 Q3	$1.74M	Hold	3,460	–	–	1.27%	32
2023 Q2	$1.66M	Buy	3,460 +1,960	+131%	+$958K	1.15%	31
2023 Q1	$709K	Buy	+1,500	New	+$724K	0.53%	65

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Factorial Partners's UNH Position: Q2 2026 in Review

Factorial Partners sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,200 shares — an estimated $595K sold.

Factorial Partners first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $3M in Q4 2023. 3,380 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Factorial Partners reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Factorial Partners sold 2,200 UnitedHealth shares in Q2 2026, an estimated $595K.
Factorial Partners first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
Factorial Partners's UnitedHealth position peaked at $3M in Q4 2023.
3,380 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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