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	$3.11M	Buy	+11,501	New	+$3.43M	0.14%	148

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.