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Ironvine Capital Partners’s UnitedHealth UNH Stock Holding History

Ironvine 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 		$17.8M Buy
65,781
+723
+1% +$215K 1.96% 19
2025
Q4 		$21.5M Sell
65,058
-5,589
-8% -$1.89M 2.15% 19
2025
Q3 		$24.4M Sell
70,647
-75
-0.1% -$22.7K 2.43% 17
2025
Q2 		$22.1M Buy
70,722
+8,004
+13% +$3.06M 2.29% 18
2025
Q1 		$32.8M Sell
62,718
-1,641
-3% -$839K 3.57% 14
2024
Q4 		$32.6M Buy
64,359
+567
+0.9% +$322K 3.49% 14
2024
Q3 		$37.3M Buy
63,792
+150
+0.2% +$84.8K 4% 11
2024
Q2 		$32.4M Buy
63,642
+857
+1% +$420K 3.55% 12
2024
Q1 		$31.1M Buy
62,785
+5,995
+11% +$3.05M 3.41% 15
2023
Q4 		$29.9M Sell
56,790
-3,869
-6% -$2.06M 3.59% 14
2023
Q3 		$30.6M Buy
60,659
+13,005
+27% +$6.4M 3.92% 13
2023
Q2 		$22.9M Buy
47,654
+192
+0.4% +$93.9K 2.78% 19
2023
Q1 		$22.4M Buy
47,462
+32,971
+228% +$15.9M 2.83% 19
2022
Q4 		$7.68M Buy
14,491
+2,301
+19% +$1.22M 0.99% 26
2022
Q3 		$6.16M Buy
12,190
+1,614
+15% +$849K 0.83% 30
2022
Q2 		$5.43M Buy
10,576
+6,134
+138% +$3.08M 0.67% 32
2022
Q1 		$2.27M Buy
+4,442
New +$2.14M 0.24% 33
2021
Q2 		– Sell
-8,063
Closed -$3M – 64
2021
Q1 		$3M Sell
8,063
-71
-0.9% -$24.6K 0.35% 38
2020
Q4 		$2.85M Hold
8,134
– – 0.36% 35
2020
Q3 		$2.54M Hold
8,134
– – 0.32% 38
2020
Q2 		$2.4M Buy
8,134
+71
+0.9% +$20.3K 0.32% 38
2020
Q1 		$2.01M Buy
+8,063
New +$2.22M 0.31% 39
2018
Q3 		– Sell
-6,838
Closed -$1.68M – 69
2018
Q2 		$1.68M Sell
6,838
-3,850
-36% -$924K 0.38% 44
2018
Q1 		$2.29M Hold
10,688
– – 0.55% 37
2017
Q4 		$2.36M Buy
+10,688
New +$2.27M 0.73% 35

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

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

Ironvine Capital Partners increased its UnitedHealth (UNH) stake by 1.1% in Q1 2026, buying an estimated $215K and bringing the position to 65,781 shares worth $17.8M. The position accounts for 1.96% of the portfolio, ranked #19.

Ironvine Capital Partners first reported a position in UNH in Q4 2017 and has held it in 25 quarters since. The position peaked at $37.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ironvine Capital Partners held 65,781 shares of UnitedHealth worth $17.8M as of Q1 2026.
  • Ironvine Capital Partners bought 723 UnitedHealth shares in Q1 2026, an estimated $215K.
  • UnitedHealth made up 1.96% of Ironvine Capital Partners's portfolio in Q1 2026, its #19 holding.
  • Ironvine Capital Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 25 quarters since.
  • Ironvine Capital Partners's UnitedHealth position peaked at $37.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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