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Ilex Capital Partners’s UnitedHealth UNH Stock Holding History

Ilex Capital 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 		$40.9M Sell
151,255
-31,939
-17% -$9.51M 1.01% 36
2025
Q4 		$60.5M Buy
183,194
+82,797
+82% +$28.1M 1.71% 23
2025
Q3 		$34.7M Buy
100,397
+97,082
+2,929% +$29.4M 1.11% 31
2025
Q2 		$1.03M Buy
+3,315
New +$1.27M 0.03% 104

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ilex Capital Partners's UNH Position: Q1 2026 in Review

Ilex Capital Partners reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $9.51M and leaving 151,255 shares worth $40.9M. The position accounts for 1.01% of the portfolio, ranked #36.

Ilex Capital Partners first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $60.5M in Q4 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ilex Capital Partners held 151,255 shares of UnitedHealth worth $40.9M as of Q1 2026.
  • Ilex Capital Partners sold 31,939 UnitedHealth shares in Q1 2026, an estimated $9.51M.
  • UnitedHealth made up 1.01% of Ilex Capital Partners's portfolio in Q1 2026, its #36 holding.
  • Ilex Capital Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Ilex Capital Partners's UnitedHealth position peaked at $60.5M in Q4 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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