Iron Triangle Partners’s UnitedHealth UNH Stock Holding History

Iron Triangle 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
2025 Q4	$23.1M	Buy	+70,126	New	+$23.8M	2.65%	21
2025 Q1	–	Sell	-120,700	Closed	-$61.1M	–	33
2024 Q4	$61.1M	Buy	+120,700	New	+$68.6M	6.72%	4
2023 Q2	–	Sell	-80,000	Closed	-$37.8M	–	34
2023 Q1	$37.8M	Buy	+80,000	New	+$38.6M	5.45%	5
2022 Q2	–	Sell	-90,014	Closed	-$45.9M	–	33
2022 Q1	$45.9M	Buy	90,014 +30,014	+50%	+$14.5M	5.46%	4
2021 Q4	$30.1M	Buy	+60,000	New	+$27.2M	4.2%	12
2021 Q2	–	Sell	-160,000	Closed	-$59.5M	–	35
2021 Q1	$59.5M	Buy	160,000 +27,558	+21%	+$9.55M	7.57%	2
2020 Q4	$46.4M	Buy	+132,442	New	+$44.4M	6.02%	5

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Iron Triangle Partners's UNH Position: Q4 2025 in Review

Iron Triangle Partners opened a new position in UnitedHealth (UNH) in Q4 2025: 70,126 shares worth $23.1M. The stake represents 2.65% of the portfolio and ranks #21 among its holdings. This is a return to the name: Iron Triangle Partners previously reported a position in UNH as recently as Q4 2024.

Iron Triangle Partners first reported a position in UNH in Q4 2020 and has held it in 7 quarters since. The position peaked at $61.1M in Q4 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Iron Triangle Partners held 70,126 shares of UnitedHealth worth $23.1M as of Q4 2025.
UnitedHealth was a new Iron Triangle Partners position in Q4 2025.
UnitedHealth made up 2.65% of Iron Triangle Partners's portfolio in Q4 2025, its #21 holding.
Iron Triangle Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 7 quarters since.
Iron Triangle Partners's UnitedHealth position peaked at $61.1M in Q4 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.