Marathon Asset Management (New York)’s UnitedHealth UNH Stock Holding History

Marathon Asset Management (New York)’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	–	Sell	-10,000	Closed	-$2.87M	–	11
2025 Q4	$2.87M	Sell	10,000 -2,500	-20%	-$847K	4.46%	4
2025 Q3	$4.32M	Buy	12,500 +10,000	+400%	+$3.02M	5.75%	4
2025 Q2	$780K	Buy	+2,500	New	+$955K	1.77%	15

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

Marathon Asset Management (New York)'s UNH Position: Q1 2026 in Review

Marathon Asset Management (New York) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 10,000 shares — an estimated $2.87M sold.

Marathon Asset Management (New York) first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $4.32M in Q3 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Marathon Asset Management (New York) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Marathon Asset Management (New York) sold 10,000 UnitedHealth shares in Q1 2026, an estimated $2.87M.
Marathon Asset Management (New York) first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
Marathon Asset Management (New York)'s UnitedHealth position peaked at $4.32M in Q3 2025.
3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Marathon Asset Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.