Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s UnitedHealth UNH Stock Holding History

Kovitz Investment Group 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 		$52.5M Sell
126,388
-1,355
-1% -$502K 1.16% 16
2026
Q1 		$34.6M Sell
127,743
-1,200
-0.9% -$357K 0.8% 25
2025
Q4 		$42.6M Sell
128,943
-37,263
-22% -$12.6M 0.94% 20
2025
Q3 		$57.4M Sell
166,206
-29,133
-15% -$8.81M 0.22% 96
2025
Q2 		$60.9M Sell
195,339
-185,020
-49% -$70.7M 0.26% 88
2025
Q1 		$199M Buy
380,359
+27,754
+8% +$14.2M 1% 20
2024
Q4 		$178M Buy
352,605
+170,704
+94% +$97M 0.87% 23
2024
Q3 		$97.4M Buy
181,901
+24,639
+16% +$13.9M 0.69% 38
2024
Q2 		$80.1M Buy
157,262
+120,922
+333% +$59.3M 0.68% 40
2024
Q1 		$18M Buy
36,340
+20,424
+128% +$10.4M 0.23% 63
2023
Q4 		$8.38M Sell
15,916
-1,112
-7% -$593K 0.14% 87
2023
Q3 		$8.59M Buy
17,028
+141
+0.8% +$69.4K 0.15% 80
2023
Q2 		$8.12M Buy
16,887
+763
+5% +$373K 0.12% 87
2023
Q1 		$7.62M Sell
16,124
-211
-1% -$102K 0.13% 98
2022
Q4 		$8.66M Buy
16,335
+3,593
+28% +$1.9M 0.17% 81
2022
Q3 		$6.43M Sell
12,742
-55
-0.4% -$28.9K 0.15% 98
2022
Q2 		$6.57M Sell
12,797
-1,197
-9% -$601K 0.15% 107
2022
Q1 		$7.14M Buy
13,994
+2,028
+17% +$978K 0.14% 113
2021
Q4 		$4.2M Sell
11,966
-3,869
-24% -$1.75M 0.1% 143
2021
Q3 		$6.19M Buy
15,835
+420
+3% +$174K 0.12% 123
2021
Q2 		$6.17M Buy
15,415
+1,624
+12% +$648K 0.12% 131
2021
Q1 		$5.13M Buy
13,791
+1,860
+16% +$644K 0.12% 130
2020
Q4 		$4.18M Buy
11,931
+145
+1% +$48.6K 0.1% 137
2020
Q3 		$3.67M Buy
11,786
+3,893
+49% +$1.2M 0.1% 139
2020
Q2 		$2.33M Sell
7,893
-2,284
-22% -$654K 0.07% 176
2020
Q1 		$2.54M Buy
10,177
+587
+6% +$162K 0.09% 151
2019
Q4 		$2.82M Sell
9,590
-406
-4% -$106K 0.08% 167
2019
Q3 		$2.17M Buy
9,996
+307
+3% +$74.1K 0.07% 190
2019
Q2 		$2.36M Buy
9,689
+1,499
+18% +$361K 0.07% 181
2019
Q1 		$2.02M Buy
+8,190
New +$2.09M 0.06% 193

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

Kovitz Investment Group Partners's UNH Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2026, selling an estimated $502K and leaving 126,388 shares worth $52.5M. The position accounts for 1.16% of the portfolio, ranked #16.

Kovitz Investment Group Partners first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $199M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kovitz Investment Group Partners held 126,388 shares of UnitedHealth worth $52.5M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,355 UnitedHealth shares in Q2 2026, an estimated $502K.
  • UnitedHealth made up 1.16% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #16 holding.
  • Kovitz Investment Group Partners first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's UnitedHealth position peaked at $199M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.