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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
Q2 		$55M Sell
132,227
-19,028
-13% -$7.05M 1.13% 31
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ilex Capital Partners's UNH Position: Q2 2026 in Review

Ilex Capital Partners reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $7.05M and leaving 132,227 shares worth $55M. The position accounts for 1.13% of the portfolio, ranked #31.

Ilex Capital Partners first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $60.5M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ilex Capital Partners held 132,227 shares of UnitedHealth worth $55M as of Q2 2026.
  • Ilex Capital Partners sold 19,028 UnitedHealth shares in Q2 2026, an estimated $7.05M.
  • UnitedHealth made up 1.13% of Ilex Capital Partners's portfolio in Q2 2026, its #31 holding.
  • Ilex Capital Partners first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Ilex Capital Partners's UnitedHealth position peaked at $60.5M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.