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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Factorial Partners's UNH Position: Q1 2026 in Review

Factorial Partners increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $119K and bringing the position to 2,200 shares worth $595K. The position accounts for 0.43% of the portfolio, ranked #45.

Factorial Partners first reported a position in UNH in Q1 2023 and has held it in 9 quarters since. The position peaked at $3M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Factorial Partners held 2,200 shares of UnitedHealth worth $595K as of Q1 2026.
Factorial Partners bought 400 UnitedHealth shares in Q1 2026, an estimated $119K.
UnitedHealth made up 0.43% of Factorial Partners's portfolio in Q1 2026, its #45 holding.
Factorial Partners first reported a position in UnitedHealth in Q1 2023 and has held it in 9 quarters since.
Factorial Partners's UnitedHealth position peaked at $3M in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Factorial Partners's 13F filing for Q1 2026, filed 13 May 2026.