Logan Capital Management’s UnitedHealth UNH Stock Holding History

Logan Capital Management’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	–	Sell	-10,665	Closed	-$3.18M	–	519
2025 Q4	$3.52M	Sell	10,665 -4,910	-32%	-$1.66M	0.15%	140
2025 Q3	$5.38M	Sell	15,575 -171	-1%	-$51.7K	0.23%	110
2025 Q2	$4.91M	Sell	15,746 -3,651	-19%	-$1.4M	0.23%	111
2025 Q1	$10.2M	Sell	19,397 -1,781	-8%	-$910K	0.46%	64
2024 Q4	$10.7M	Sell	21,178 -2,042	-9%	-$1.16M	0.45%	64
2024 Q3	$13.6M	Sell	23,220 -978	-4%	-$553K	0.56%	53
2024 Q2	$12.3M	Sell	24,198 -1,127	-4%	-$552K	0.53%	54
2024 Q1	$12.5M	Buy	25,325 +3,300	+15%	+$1.68M	0.54%	55
2023 Q4	$11.6M	Sell	22,025 -653	-3%	-$348K	0.54%	58
2023 Q3	$11.4M	Sell	22,678 -1,099	-5%	-$541K	0.58%	50
2023 Q2	$11.4M	Sell	23,777 -2,923	-11%	-$1.43M	0.55%	58
2023 Q1	$12.6M	Buy	26,700 +10	+0%	+$4.83K	0.61%	52
2022 Q4	$14.2M	Sell	26,690 -646	-2%	-$342K	0.73%	42
2022 Q3	$13.8M	Buy	27,336 +67	+0.2%	+$35.2K	0.83%	37
2022 Q2	$14M	Buy	27,269 +246	+0.9%	+$124K	0.8%	38
2022 Q1	$13.8M	Buy	27,023 +42	+0.2%	+$20.3K	0.67%	49
2021 Q4	$13.5M	Sell	26,981 -1,437	-5%	-$650K	0.59%	52
2021 Q3	$11.1M	Hold	28,418	–	–	0.52%	61
2021 Q2	$11.4M	Buy	28,418 +828	+3%	+$330K	0.53%	61
2021 Q1	$10.3M	Sell	27,590 -704	-2%	-$244K	0.51%	63
2020 Q4	$9.92M	Buy	28,294 +4,938	+21%	+$1.66M	0.5%	65
2020 Q3	$7.28M	Buy	23,356 +376	+2%	+$115K	0.39%	72
2020 Q2	$6.78M	Sell	22,980 -1,326	-5%	-$380K	0.39%	77
2020 Q1	$6.06M	Buy	24,306 +1,445	+6%	+$398K	0.42%	66
2019 Q4	$6.72M	Sell	22,861 -566	-2%	-$148K	0.37%	79
2019 Q3	$5.09M	Sell	23,427 -112	-0.5%	-$27K	0.3%	94
2019 Q2	$5.74M	Sell	23,539 -1,810	-7%	-$435K	0.34%	85
2019 Q1	$6.27M	Sell	25,349 -713	-3%	-$182K	0.39%	74
2018 Q4	$6.49M	Buy	26,062 +651	+3%	+$172K	0.51%	59
2018 Q3	$6.76M	Sell	25,411 -758	-3%	-$197K	0.44%	67
2018 Q2	$6.42M	Sell	26,169 -543	-2%	-$130K	0.45%	63
2018 Q1	$5.72M	Sell	26,712 -1,117	-4%	-$255K	0.4%	77
2017 Q4	$6.13M	Buy	27,829 +2,825	+11%	+$599K	0.43%	70
2017 Q3	$4.9M	Buy	25,004 +21,697	+656%	+$4.19M	0.35%	81
2017 Q2	$613K	Buy	3,307 +596	+22%	+$105K	0.05%	204
2017 Q1	$445K	Buy	2,711 +668	+33%	+$109K	0.03%	223
2016 Q4	$327K	Buy	2,043 +585	+40%	+$87.4K	0.03%	247
2016 Q3	$204K	Hold	1,458	–	–	0.02%	260
2016 Q2	$206K	Sell	1,458 -1,442	-50%	-$192K	0.02%	257
2016 Q1	$374K	Hold	2,900	–	–	0.03%	255
2015 Q4	$341K	Hold	2,900	–	–	0.03%	254
2015 Q3	$336K	Hold	2,900	–	–	0.03%	248
2015 Q2	$354K	Hold	2,900	–	–	0.03%	261
2015 Q1	$343K	Hold	2,900	–	–	0.02%	244
2014 Q4	$293K	Hold	2,900	–	–	0.02%	257
2014 Q3	$250K	Hold	2,900	–	–	0.02%	251
2014 Q2	$237K	Hold	2,900	–	–	0.02%	255
2014 Q1	$238K	Hold	2,900	–	–	0.02%	251
2013 Q4	$218K	Hold	2,900	–	–	0.02%	260
2013 Q3	$208K	Buy	+2,900	New	+$208K	0.02%	255

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Logan Capital Management's UNH Position: Q1 2026 in Review

Logan Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 10,665 shares — an estimated $3.18M sold.

Logan Capital Management first reported a position in UNH in Q3 2013 and held it in 50 quarters. The position peaked at $14.2M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Logan Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 10,665 UnitedHealth shares in Q1 2026, an estimated $3.18M.
Logan Capital Management first reported a position in UnitedHealth in Q3 2013 and held it in 50 quarters.
Logan Capital Management's UnitedHealth position peaked at $14.2M in Q4 2022.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.