Longfellow Investment Management’s UnitedHealth UNH Stock Holding History

Longfellow Investment 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	$1.79M	Buy	6,614 +1,188	+22%	+$354K	0.37%	53
2025 Q4	$1.79M	Buy	5,426 +8	+0.1%	+$2.71K	0.4%	37
2025 Q3	$1.87M	Buy	5,418 +3,449	+175%	+$1.04M	0.44%	38
2025 Q2	$614K	Buy	1,969 +1,951	+10,839%	+$746K	0.15%	96
2025 Q1	$9.43K	Hold	18	–	–	﹤0.01%	180
2024 Q4	$9.11K	Hold	18	–	–	﹤0.01%	184
2024 Q3	$10.5K	Hold	18	–	–	﹤0.01%	180
2024 Q2	$9.17K	Buy	18 +2	+13%	+$980	﹤0.01%	174
2024 Q1	$7.92K	Hold	16	–	–	﹤0.01%	190
2023 Q4	$8.42K	Hold	16	–	–	﹤0.01%	164
2023 Q3	$8.07K	Hold	16	–	–	﹤0.01%	148
2023 Q2	$7.69K	Buy	16 +2	+14%	+$978	﹤0.01%	174
2023 Q1	$6.62K	Hold	14	–	–	﹤0.01%	182
2022 Q4	$7.42K	Sell	14 -5	-26%	-$2.65K	﹤0.01%	193
2022 Q3	$10K	Hold	19	–	–	﹤0.01%	248
2022 Q2	$10K	Hold	19	–	–	﹤0.01%	255
2022 Q1	$10K	Hold	19	–	–	﹤0.01%	288
2021 Q4	$10K	Hold	19	–	–	﹤0.01%	301
2021 Q3	$8K	Hold	19	–	–	﹤0.01%	326
2021 Q2	$8K	Hold	19	–	–	﹤0.01%	339
2021 Q1	$8K	Hold	19	–	–	﹤0.01%	406
2020 Q4	$7K	Buy	+19	New	+$6.37K	﹤0.01%	428

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

Longfellow Investment Management's UNH Position: Q1 2026 in Review

Longfellow Investment Management increased its UnitedHealth (UNH) stake by 22% in Q1 2026, buying an estimated $354K and bringing the position to 6,614 shares worth $1.79M. The position accounts for 0.37% of the portfolio, ranked #53.

Longfellow Investment Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.87M in Q3 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Longfellow Investment Management held 6,614 shares of UnitedHealth worth $1.79M as of Q1 2026.
Longfellow Investment Management bought 1,188 UnitedHealth shares in Q1 2026, an estimated $354K.
UnitedHealth made up 0.37% of Longfellow Investment Management's portfolio in Q1 2026, its #53 holding.
Longfellow Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Longfellow Investment Management's UnitedHealth position peaked at $1.87M in Q3 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.