Kerrisdale Advisers’s UnitedHealth UNH Stock Holding History

Kerrisdale Advisers’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	$2.13M	Sell	5,131 -3,718	-42%	-$1.38M	0.53%	38
2026 Q1	$2.39M	Buy	8,849 +3,021	+52%	+$900K	0.91%	34
2025 Q4	$1.92M	Sell	5,828 -7,192	-55%	-$2.44M	0.91%	32
2025 Q3	$4.5M	Sell	13,020 -26,465	-67%	-$8M	2.33%	15
2025 Q2	$12.3M	Buy	39,485 +38,563	+4,183%	+$14.7M	6.43%	2
2025 Q1	$483K	Sell	922 -930	-50%	-$475K	0.2%	59
2024 Q4	$937K	Sell	1,852 -265	-13%	-$151K	0.32%	60
2024 Q3	$1.24M	Hold	2,117	–	–	0.42%	54
2024 Q2	$1.08M	Sell	2,117 -1,758	-45%	-$862K	0.34%	55
2024 Q1	$1.92M	Sell	3,875 -2,425	-38%	-$1.23M	0.6%	39
2023 Q4	$3.32M	Sell	6,300 -740	-11%	-$395K	0.99%	36
2023 Q3	$3.55M	Sell	7,040 -1,608	-19%	-$791K	1.12%	32
2023 Q2	$4.16M	Hold	8,648	–	–	1.12%	32
2023 Q1	$4.09M	Hold	8,648	–	–	1.21%	30
2022 Q4	$4.58M	Buy	8,648 +478	+6%	+$253K	1.36%	24
2022 Q3	$4.13M	Sell	8,170 -960	-11%	-$505K	1%	26
2022 Q2	$4.69M	Buy	+9,130	New	+$4.59M	1.48%	23
2021 Q4	–	Sell	-5,000	Closed	-$1.95M	–	56
2021 Q3	$1.95M	Hold	5,000	–	–	0.21%	43
2021 Q2	$2M	Hold	5,000	–	–	0.18%	45
2021 Q1	$1.86M	Hold	5,000	–	–	0.14%	46
2020 Q4	$1.75M	Sell	5,000 -10,000	-67%	-$3.35M	0.14%	58
2020 Q3	$4.68M	Hold	15,000	–	–	0.35%	50
2020 Q2	$4.42M	Buy	+15,000	New	+$4.3M	0.5%	40
2015 Q4	–	Sell	-89,490	Closed	-$10.4M	–	53
2015 Q3	$10.4M	Sell	89,490 -89,141	-50%	-$10.7M	3.02%	16
2015 Q2	$21.8M	Buy	178,631 +81,103	+83%	+$9.59M	7.47%	6
2015 Q1	$11.5M	Buy	+97,528	New	+$10.8M	3.79%	10

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kerrisdale Advisers's UNH Position: Q2 2026 in Review

Kerrisdale Advisers reduced its UnitedHealth (UNH) stake by 42% in Q2 2026, selling an estimated $1.38M and leaving 5,131 shares worth $2.13M. The position accounts for 0.53% of the portfolio, ranked #38.

Kerrisdale Advisers first reported a position in UNH in Q1 2015 and has held it in 26 quarters since. The position peaked at $21.8M in Q2 2015. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Kerrisdale Advisers held 5,131 shares of UnitedHealth worth $2.13M as of Q2 2026.
Kerrisdale Advisers sold 3,718 UnitedHealth shares in Q2 2026, an estimated $1.38M.
UnitedHealth made up 0.53% of Kerrisdale Advisers's portfolio in Q2 2026, its #38 holding.
Kerrisdale Advisers first reported a position in UnitedHealth in Q1 2015 and has held it in 26 quarters since.
Kerrisdale Advisers's UnitedHealth position peaked at $21.8M in Q2 2015.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.