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 Q2	$1.63M	Sell	3,930 -2,684	-41%	-$995K	0.33%	62
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Longfellow Investment Management's UNH Position: Q2 2026 in Review

Longfellow Investment Management reduced its UnitedHealth (UNH) stake by 41% in Q2 2026, selling an estimated $995K and leaving 3,930 shares worth $1.63M. The position accounts for 0.33% of the portfolio, ranked #62.

Longfellow Investment Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q3 2025. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Longfellow Investment Management held 3,930 shares of UnitedHealth worth $1.63M as of Q2 2026.
Longfellow Investment Management sold 2,684 UnitedHealth shares in Q2 2026, an estimated $995K.
UnitedHealth made up 0.33% of Longfellow Investment Management's portfolio in Q2 2026, its #62 holding.
Longfellow Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's UnitedHealth position peaked at $1.87M in Q3 2025.
3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.