Magellan Asset Management’s UnitedHealth UNH Stock Holding History

Magellan 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	$195M	Sell	719,803 -91,935	-11%	-$27.4M	2.53%	12
2025 Q4	$268M	Buy	811,738 +212	+0%	+$71.8K	3.26%	8
2025 Q3	$280M	Sell	811,526 -11,341	-1%	-$3.43M	3.32%	8
2025 Q2	$257M	Buy	822,867 +264,955	+47%	+$101M	2.93%	13
2025 Q1	$292M	Sell	557,912 -77,638	-12%	-$39.7M	3.55%	8
2024 Q4	$321M	Buy	635,550 +14,713	+2%	+$8.36M	3.53%	6
2024 Q3	$363M	Sell	620,837 -270,440	-30%	-$153M	3.61%	7
2024 Q2	$454M	Buy	891,277 +8,547	+1%	+$4.19M	4.32%	4
2024 Q1	$437M	Buy	882,730 +184,024	+26%	+$93.6M	4.17%	4
2023 Q4	$368M	Sell	698,706 -85,414	-11%	-$45.6M	3.66%	8
2023 Q3	$395M	Buy	784,120 +73,921	+10%	+$36.4M	4.2%	7
2023 Q2	$341M	Sell	710,199 -79,310	-10%	-$38.8M	3.04%	13
2023 Q1	$373M	Buy	789,509 +379,731	+93%	+$183M	3.19%	16
2022 Q4	$217M	Buy	+409,778	New	+$217M	1.86%	25

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

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

Magellan Asset Management reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $27.4M and leaving 719,803 shares worth $195M. The position accounts for 2.53% of the portfolio, ranked #12.

Magellan Asset Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $454M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Magellan Asset Management held 719,803 shares of UnitedHealth worth $195M as of Q1 2026.
Magellan Asset Management sold 91,935 UnitedHealth shares in Q1 2026, an estimated $27.4M.
UnitedHealth made up 2.53% of Magellan Asset Management's portfolio in Q1 2026, its #12 holding.
Magellan Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Magellan Asset Management's UnitedHealth position peaked at $454M in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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