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 Q2	$43.4M	Sell	104,330 -615,473	-86%	-$228M	0.97%	35
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 $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

Magellan Asset Management's UNH Position: Q2 2026 in Review

Magellan Asset Management reduced its UnitedHealth (UNH) stake by 86% in Q2 2026, selling an estimated $228M and leaving 104,330 shares worth $43.4M. The position accounts for 0.97% of the portfolio, ranked #35.

Magellan Asset Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $454M in Q2 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Magellan Asset Management held 104,330 shares of UnitedHealth worth $43.4M as of Q2 2026.
Magellan Asset Management sold 615,473 UnitedHealth shares in Q2 2026, an estimated $228M.
UnitedHealth made up 0.97% of Magellan Asset Management's portfolio in Q2 2026, its #35 holding.
Magellan Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
Magellan Asset Management's UnitedHealth position peaked at $454M in Q2 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Magellan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.