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Locust Wood Capital Advisers’s UnitedHealth UNH Stock Holding History

Locust Wood Capital 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 		$106M Buy
+254,400
New +$94.3M 2.55% 17
2025
Q1 		– Sell
-158,147
Closed -$80M – 57
2024
Q4 		$80M Sell
158,147
-51,835
-25% -$29.5M 2.76% 22
2024
Q3 		$123M Buy
209,982
+43,173
+26% +$24.4M 4.1% 7
2024
Q2 		$84.9M Buy
166,809
+36,010
+28% +$17.6M 3.04% 16
2024
Q1 		$64.7M Buy
130,799
+5,444
+4% +$2.77M 2.32% 22
2023
Q4 		$66M Sell
125,355
-91,983
-42% -$49.1M 2.51% 21
2023
Q3 		$110M Buy
217,338
+152,630
+236% +$75.1M 4.66% 3
2023
Q2 		$31.1M Buy
64,708
+4,035
+7% +$1.97M 1.44% 29
2023
Q1 		$28.7M Buy
60,673
+2,988
+5% +$1.44M 1.68% 26
2022
Q4 		$30.6M Sell
57,685
-954
-2% -$505K 1.71% 23
2022
Q3 		$29.6M Sell
58,639
-1,368
-2% -$719K 2.04% 23
2022
Q2 		$30.8M Sell
60,007
-30,668
-34% -$15.4M 1.91% 22
2022
Q1 		$46.2M Buy
90,675
+12,659
+16% +$6.11M 2.54% 18
2021
Q4 		$39.2M Buy
78,016
+10,387
+15% +$4.7M 1.96% 25
2021
Q3 		$26.4M Buy
67,629
+1,529
+2% +$633K 1.43% 30
2021
Q2 		$26.5M Buy
66,100
+1,101
+2% +$439K 1.52% 27
2021
Q1 		$24.2M Sell
64,999
-656
-1% -$227K 1.42% 29
2020
Q4 		$23M Sell
65,655
-700
-1% -$235K 1.31% 31
2020
Q3 		$20.7M Buy
66,355
+10,035
+18% +$3.08M 1.33% 31
2020
Q2 		$16.6M Buy
56,320
+40,765
+262% +$11.7M 1.03% 36
2020
Q1 		$3.88M Sell
15,555
-16,895
-52% -$4.65M 0.33% 46
2019
Q4 		$9.54M Buy
+32,450
New +$8.49M 0.71% 37

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

Locust Wood Capital Advisers's UNH Position: Q2 2026 in Review

Locust Wood Capital Advisers opened a new position in UnitedHealth (UNH) in Q2 2026: 254,400 shares worth $106M. The stake represents 2.55% of the portfolio and ranks #17 among its holdings. This is a return to the name: Locust Wood Capital Advisers previously reported a position in UNH as recently as Q4 2024.

Locust Wood Capital Advisers first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $123M in Q3 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Locust Wood Capital Advisers held 254,400 shares of UnitedHealth worth $106M as of Q2 2026.
  • UnitedHealth was a new Locust Wood Capital Advisers position in Q2 2026.
  • UnitedHealth made up 2.55% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #17 holding.
  • Locust Wood Capital Advisers first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
  • Locust Wood Capital Advisers's UnitedHealth position peaked at $123M in Q3 2024.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.