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
2025 Q1	–	Sell	-12,300	Closed	-$6.22M	–	56
2024 Q4	$6.22M	Buy	+12,300	New	+$6.99M	0.21%	37
2023 Q4	–	Sell	-10,800	Closed	-$5.45M	–	57
2023 Q3	$5.45M	Buy	+10,800	New	+$5.32M	0.23%	40
2023 Q1	–	Sell	-900	Closed	-$477K	–	61
2022 Q4	$477K	Hold	900	–	–	0.03%	53
2022 Q3	$455K	Hold	900	–	–	0.03%	47
2022 Q2	$462K	Sell	900 -1,500	-63%	-$753K	0.03%	48
2022 Q1	$1.22M	Sell	2,400 -51,800	-96%	-$25M	0.07%	41
2021 Q4	$27.2M	Hold	54,200	–	–	1.36%	28
2021 Q3	$21.2M	Hold	54,200	–	–	1.15%	33
2021 Q2	$21.7M	Sell	54,200 -2,200	-4%	-$877K	1.25%	32
2021 Q1	$21M	Sell	56,400 -3,300	-6%	-$1.14M	1.23%	33
2020 Q4	$20.9M	Hold	59,700	–	–	1.19%	33
2020 Q3	$18.6M	Hold	59,700	–	–	1.2%	34
2020 Q2	$17.6M	Hold	59,700	–	–	1.09%	34
2020 Q1	$14.9M	Sell	59,700 -6,100	-9%	-$1.68M	1.26%	28
2019 Q4	$19.3M	Buy	+65,800	New	+$17.2M	1.43%	30

Other funds holding UNH

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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. 2,635 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.
2,635 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.