MAM
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Madison Asset Management’s UnitedHealth UNH Stock Holding History

Madison Asset 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 		$11.2M Buy
41,546
+5,923
+17% +$1.76M 0.14% 129
2025
Q4 		$11.8M Buy
35,623
+2,190
+7% +$742K 0.14% 123
2025
Q3 		$11.5M Buy
33,433
+8,124
+32% +$2.46M 0.13% 120
2025
Q2 		$7.9M Sell
25,309
-12,043
-32% -$4.6M 0.09% 144
2025
Q1 		$19.6M Sell
37,352
-261
-0.7% -$133K 0.22% 95
2024
Q4 		$19M Sell
37,613
-338
-0.9% -$192K 0.21% 99
2024
Q3 		$22.2M Sell
37,951
-591
-2% -$334K 0.25% 96
2024
Q2 		$19.6M Sell
38,542
-357
-0.9% -$175K 0.24% 99
2024
Q1 		$19.2M Buy
38,899
+801
+2% +$407K 0.24% 99
2023
Q4 		$20.1M Sell
38,098
-624
-2% -$333K 0.27% 98
2023
Q3 		$19.5M Buy
38,722
+2,250
+6% +$1.11M 0.29% 97
2023
Q2 		$17.5M Buy
36,472
+5,745
+19% +$2.81M 0.26% 103
2023
Q1 		$14.5M Sell
30,727
-494
-2% -$238K 0.22% 113
2022
Q4 		$16.6M Buy
31,221
+280
+0.9% +$148K 0.26% 109
2022
Q3 		$15.6M Buy
30,941
+662
+2% +$348K 0.26% 107
2022
Q2 		$15.6M Buy
30,279
+714
+2% +$359K 0.24% 106
2022
Q1 		$15.1M Buy
29,565
+1,640
+6% +$791K 0.22% 113
2021
Q4 		$14M Sell
27,925
-793
-3% -$359K 0.18% 119
2021
Q3 		$11.2M Buy
28,718
+748
+3% +$310K 0.15% 123
2021
Q2 		$11.2M Buy
27,970
+1,516
+6% +$604K 0.15% 127
2021
Q1 		$9.84M Buy
26,454
+700
+3% +$243K 0.14% 132
2020
Q4 		$9.03M Buy
25,754
+672
+3% +$225K 0.13% 124
2020
Q3 		$7.82M Sell
25,082
-270
-1% -$82.9K 0.13% 122
2020
Q2 		$7.48M Buy
25,352
+165
+0.7% +$47.3K 0.13% 125
2020
Q1 		$6.28M Buy
25,187
+289
+1% +$79.5K 0.13% 130
2019
Q4 		$7.32M Buy
+24,898
New +$6.51M 0.11% 147

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Madison Asset Management's UNH Position: Q1 2026 in Review

Madison Asset Management increased its UnitedHealth (UNH) stake by 17% in Q1 2026, buying an estimated $1.76M and bringing the position to 41,546 shares worth $11.2M. The position accounts for 0.14% of the portfolio, ranked #129.

Madison Asset Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $22.2M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Madison Asset Management held 41,546 shares of UnitedHealth worth $11.2M as of Q1 2026.
  • Madison Asset Management bought 5,923 UnitedHealth shares in Q1 2026, an estimated $1.76M.
  • UnitedHealth made up 0.14% of Madison Asset Management's portfolio in Q1 2026, its #129 holding.
  • Madison Asset Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Madison Asset Management's UnitedHealth position peaked at $22.2M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.