Farallon Capital Management’s UnitedHealth UNH Stock Holding History

Farallon 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	$493M	Buy	1,821,706 +222,800	+14%	+$66.4M	2.81%	12
2025 Q4	$528M	Sell	1,598,906 -287,594	-15%	-$97.5M	2.39%	15
2025 Q3	$651M	Buy	1,886,500 +269,200	+17%	+$81.4M	2.67%	10
2025 Q2	$505M	Buy	1,617,300 +119,400	+8%	+$45.6M	2.12%	17
2025 Q1	$785M	Buy	1,497,900 +35,400	+2%	+$18.1M	3.76%	6
2024 Q4	$740M	Buy	1,462,500 +364,600	+33%	+$207M	3.25%	5
2024 Q3	$642M	Sell	1,097,900 -520,300	-32%	-$294M	2.82%	6
2024 Q2	$824M	Sell	1,618,200 -83,210	-5%	-$40.8M	3.54%	4
2024 Q1	$842M	Buy	1,701,410 +498,810	+41%	+$254M	3.57%	4
2023 Q4	$633M	Sell	1,202,600 -144,100	-11%	-$76.9M	2.9%	6
2023 Q3	$679M	Buy	1,346,700 +87,900	+7%	+$43.3M	3.17%	5
2023 Q2	$605M	Buy	1,258,800 +392,800	+45%	+$192M	3.04%	6
2023 Q1	$409M	Buy	+866,000	New	+$418M	2.24%	11

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

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

Farallon Capital Management increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $66.4M and bringing the position to 1,821,706 shares worth $493M. The position accounts for 2.81% of the portfolio, ranked #12.

Farallon Capital Management first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $842M in Q1 2024. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Farallon Capital Management held 1,821,706 shares of UnitedHealth worth $493M as of Q1 2026.
Farallon Capital Management bought 222,800 UnitedHealth shares in Q1 2026, an estimated $66.4M.
UnitedHealth made up 2.81% of Farallon Capital Management's portfolio in Q1 2026, its #12 holding.
Farallon Capital Management first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Farallon Capital Management's UnitedHealth position peaked at $842M in Q1 2024.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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