Hillman Capital Management’s UnitedHealth UNH Stock Holding History

Hillman 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	$2M	Sell	7,405 -276	-4%	-$82.2K	1.39%	39
2025 Q4	$2.54M	Sell	7,681 -500	-6%	-$169K	1.6%	34
2025 Q3	$2.82M	Buy	+8,181	New	+$2.47M	1.64%	33
2025 Q1	–	Sell	-529	Closed	-$268K	–	57
2024 Q4	$268K	Buy	529 +58	+12%	+$33K	0.1%	52
2024 Q3	$275K	Hold	471	–	–	0.09%	49
2024 Q2	$240K	Hold	471	–	–	0.08%	50
2024 Q1	$233K	Sell	471 -200	-30%	-$102K	0.07%	50
2023 Q4	$353K	Hold	671	–	–	0.12%	41
2023 Q3	$338K	Hold	671	–	–	0.13%	38
2023 Q2	$323K	Hold	671	–	–	0.11%	49
2023 Q1	$317K	Sell	671 -400	-37%	-$193K	0.12%	47
2022 Q4	$568K	Buy	+1,071	New	+$567K	0.22%	40

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Hillman Capital Management reduced its UnitedHealth (UNH) stake by 3.6% in Q1 2026, selling an estimated $82.2K and leaving 7,405 shares worth $2M. The position accounts for 1.39% of the portfolio, ranked #39.

Hillman Capital Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.82M in Q3 2025. 3,034 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Hillman Capital Management held 7,405 shares of UnitedHealth worth $2M as of Q1 2026.
Hillman Capital Management sold 276 UnitedHealth shares in Q1 2026, an estimated $82.2K.
UnitedHealth made up 1.39% of Hillman Capital Management's portfolio in Q1 2026, its #39 holding.
Hillman Capital Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
Hillman Capital Management's UnitedHealth position peaked at $2.82M in Q3 2025.
3,034 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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