Gotham Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.3M | Buy |
86,138
+29,922
| +53% | +$8.91M | 0.07% | 404 |
|
|
2025
Q4 | $18.6M | Buy |
56,216
+10,152
| +22% | +$3.44M | 0.07% | 421 |
|
|
2025
Q3 | $15.9M | Sell |
46,064
-22,152
| -32% | -$6.7M | 0.07% | 410 |
|
|
2025
Q2 | $21.3M | Buy |
68,216
+60,631
| +799% | +$23.2M | 0.13% | 176 |
|
|
2025
Q1 | $3.97M | Sell |
7,585
-11,156
| -60% | -$5.7M | 0.03% | 594 |
|
|
2024
Q4 | $9.48M | Buy |
18,741
+1,980
| +12% | +$1.13M | 0.09% | 321 |
|
|
2024
Q3 | $9.8M | Buy |
16,761
+4,146
| +33% | +$2.35M | 0.1% | 289 |
|
|
2024
Q2 | $6.42M | Sell |
12,615
-3,626
| -22% | -$1.78M | 0.08% | 341 |
|
|
2024
Q1 | $8.03M | Sell |
16,241
-2,481
| -13% | -$1.26M | 0.12% | 205 |
|
|
2023
Q4 | $9.86M | Buy |
18,722
+10,562
| +129% | +$5.63M | 0.18% | 90 |
|
|
2023
Q3 | $4.11M | Sell |
8,160
-3,884
| -32% | -$1.91M | 0.09% | 330 |
|
|
2023
Q2 | $5.79M | Sell |
12,044
-627
| -5% | -$307K | 0.13% | 193 |
|
|
2023
Q1 | $5.99M | Buy |
12,671
+1,741
| +16% | +$840K | 0.15% | 149 |
|
|
2022
Q4 | $5.79M | Sell |
10,930
-11,818
| -52% | -$6.26M | 0.16% | 129 |
|
|
2022
Q3 | $11.5M | Sell |
22,748
-1,522
| -6% | -$800K | 0.34% | 33 |
|
|
2022
Q2 | $12.5M | Buy |
24,270
+120
| +0.5% | +$60.3K | 0.4% | 30 |
|
|
2022
Q1 | $12.3M | Sell |
24,150
-2,450
| -9% | -$1.18M | 0.38% | 36 |
|
|
2021
Q4 | $13.4M | Sell |
26,600
-4,436
| -14% | -$2.01M | 0.43% | 29 |
|
|
2021
Q3 | $12.1M | Buy |
31,036
+5,146
| +20% | +$2.13M | 0.49% | 22 |
|
|
2021
Q2 | $10.4M | Buy |
25,890
+1,748
| +7% | +$697K | 0.44% | 30 |
|
|
2021
Q1 | $8.98M | Sell |
24,142
-2,702
| -10% | -$936K | 0.4% | 43 |
|
|
2020
Q4 | $9.41M | Sell |
26,844
-511
| -2% | -$171K | 0.31% | 83 |
|
|
2020
Q3 | $8.53M | Sell |
27,355
-14,383
| -34% | -$4.42M | 0.27% | 104 |
|
|
2020
Q2 | $12.3M | Buy |
41,738
+9,661
| +30% | +$2.77M | 0.37% | 61 |
|
|
2020
Q1 | $8M | Buy |
32,077
+1,528
| +5% | +$420K | 0.22% | 132 |
|
|
2019
Q4 | $8.98M | Sell |
30,549
-89,946
| -75% | -$23.5M | 0.16% | 166 |
|
|
2019
Q3 | $26.2M | Buy |
120,495
+8,254
| +7% | +$1.99M | 0.46% | 50 |
|
|
2019
Q2 | $27.4M | Sell |
112,241
-14,546
| -11% | -$3.5M | 0.44% | 51 |
|
|
2019
Q1 | $31.3M | Buy |
126,787
+64,717
| +104% | +$16.5M | 0.46% | 47 |
|
|
2018
Q4 | $15.5M | Sell |
62,070
-20,198
| -25% | -$5.34M | 0.24% | 120 |
|
|
2018
Q3 | $21.9M | Buy |
82,268
+35,383
| +75% | +$9.2M | 0.3% | 100 |
|
|
2018
Q2 | $11.5M | Buy |
46,885
+9,359
| +25% | +$2.25M | 0.17% | 196 |
|
|
2018
Q1 | $8.03M | Sell |
37,526
-5,254
| -12% | -$1.2M | 0.11% | 271 |
|
|
2017
Q4 | $9.43M | Buy |
42,780
+7,543
| +21% | +$1.6M | 0.14% | 223 |
|
|
2017
Q3 | $6.9M | Sell |
35,237
-1,099
| -3% | -$212K | 0.1% | 300 |
|
|
2017
Q2 | $6.74M | Sell |
36,336
-13,479
| -27% | -$2.36M | 0.09% | 306 |
|
|
2017
Q1 | $8.17M | Buy |
49,815
+22,317
| +81% | +$3.65M | 0.1% | 298 |
|
|
2016
Q4 | $4.4M | Buy |
27,498
+154
| +0.6% | +$23K | 0.06% | 405 |
|
|
2016
Q3 | $3.83M | Buy |
27,344
+23,056
| +538% | +$3.23M | 0.05% | 403 |
|
|
2016
Q2 | $605K | Buy |
+4,288
| New | +$572K | 0.01% | 697 |
|
|
2016
Q1 | – | Sell |
-5,892
| Closed | -$693K | – | 1081 |
|
|
2015
Q4 | $693K | Sell |
5,892
-20,948
| -78% | -$2.45M | 0.01% | 656 |
|
|
2015
Q3 | $3.11M | Sell |
26,840
-11,839
| -31% | -$1.42M | 0.03% | 485 |
|
|
2015
Q2 | $4.72M | Buy |
38,679
+33,719
| +680% | +$3.99M | 0.04% | 458 |
|
|
2015
Q1 | $587K | Sell |
4,960
-3,284
| -40% | -$365K | ﹤0.01% | 670 |
|
|
2014
Q4 | $833K | Sell |
8,244
-276
| -3% | -$26.2K | 0.01% | 659 |
|
|
2014
Q3 | $735K | Sell |
8,520
-37,043
| -81% | -$3.13M | 0.01% | 688 |
|
|
2014
Q2 | $3.73M | Buy |
45,563
+29,480
| +183% | +$2.32M | 0.05% | 439 |
|
|
2014
Q1 | $1.32M | Buy |
16,083
+12,882
| +402% | +$970K | 0.02% | 600 |
|
|
2013
Q4 | $241K | Buy |
3,201
+82
| +3% | +$5.89K | 0.01% | 908 |
|
|
2013
Q3 | $223K | Sell |
3,119
-133
| -4% | -$9.52K | 0.01% | 843 |
|
|
2013
Q2 | $213K | Buy |
+3,252
| New | +$202K | 0.01% | 820 |
|
Other funds holding UNH
VCM
VPM
Gotham Asset Management's UNH Position: Q1 2026 in Review
Gotham Asset Management increased its UnitedHealth (UNH) stake by 53% in Q1 2026, buying an estimated $8.91M and bringing the position to 86,138 shares worth $23.3M. The position accounts for 0.07% of the portfolio, ranked #404.
Gotham Asset Management first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $31.3M in Q1 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Gotham Asset Management held 86,138 shares of UnitedHealth worth $23.3M as of Q1 2026.
- Gotham Asset Management bought 29,922 UnitedHealth shares in Q1 2026, an estimated $8.91M.
- UnitedHealth made up 0.07% of Gotham Asset Management's portfolio in Q1 2026, its #404 holding.
- Gotham Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
- Gotham Asset Management's UnitedHealth position peaked at $31.3M in Q1 2019.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.