MIM
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Marco Investment Management’s UnitedHealth UNH Stock Holding History

Marco 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
Q1 		$20.7M Buy
76,378
+355
+0.5% +$106K 1.56% 18
2025
Q4 		$25.1M Sell
76,023
-142
-0.2% -$48.1K 1.88% 17
2025
Q3 		$26.3M Buy
76,165
+20,511
+37% +$6.2M 2.01% 15
2025
Q2 		$17.4M Buy
55,654
+18,739
+51% +$7.16M 1.45% 22
2025
Q1 		$19.3M Sell
36,915
-320
-0.9% -$164K 1.79% 16
2024
Q4 		$18.8M Buy
37,235
+570
+2% +$324K 1.63% 18
2024
Q3 		$21.4M Buy
36,665
+120
+0.3% +$67.9K 1.85% 15
2024
Q2 		$18.6M Sell
36,545
-447
-1% -$219K 1.72% 17
2024
Q1 		$18.3M Buy
36,992
+255
+0.7% +$130K 1.73% 16
2023
Q4 		$19.3M Sell
36,737
-286
-0.8% -$153K 1.98% 13
2023
Q3 		$18.7M Buy
37,023
+80
+0.2% +$39.4K 2.15% 12
2023
Q2 		$17.8M Buy
36,943
+242
+0.7% +$118K 1.92% 12
2023
Q1 		$17.3M Sell
36,701
-305
-0.8% -$147K 1.95% 13
2022
Q4 		$19.6M Sell
37,006
-1,321
-3% -$700K 2.29% 11
2022
Q3 		$19.4M Sell
38,327
-1,945
-5% -$1.02M 2.45% 9
2022
Q2 		$20.7M Sell
40,272
-151
-0.4% -$75.8K 2.41% 9
2022
Q1 		$20.6M Sell
40,423
-572
-1% -$276K 2.09% 11
2021
Q4 		$20.6M Sell
40,995
-10,409
-20% -$4.71M 2.02% 12
2021
Q3 		$20.1M Buy
51,404
+253
+0.5% +$105K 2.21% 10
2021
Q2 		$20.5M Sell
51,151
-236
-0.5% -$94.1K 2.38% 8
2021
Q1 		$19.1M Sell
51,387
-1,000
-2% -$347K 2.5% 6
2020
Q4 		$18.4M Sell
52,387
-676
-1% -$227K 2.64% 7
2020
Q3 		$16.5M Sell
53,063
-124
-0.2% -$38.1K 2.71% 7
2020
Q2 		$15.7M Sell
53,187
-20,685
-28% -$5.93M 2.87% 6
2020
Q1 		$18.4M Sell
73,872
-15,935
-18% -$4.39M 3.91% 2
2019
Q4 		$26.4M Sell
89,807
-535
-0.6% -$140K 4.1% 2
2019
Q3 		$19.6M Buy
90,342
+22,560
+33% +$5.44M 3.35% 3
2019
Q2 		$16.5M Buy
67,782
+8,371
+14% +$2.01M 2.95% 6
2019
Q1 		$14.7M Buy
59,411
+23,485
+65% +$5.99M 2.73% 6
2018
Q4 		$8.95M Sell
35,926
-165
-0.5% -$43.6K 1.77% 15
2018
Q3 		$9.6M Sell
36,091
-29
-0.1% -$7.54K 1.37% 22
2018
Q2 		$8.86M Sell
36,120
-5,619
-13% -$1.35M 1.37% 22
2018
Q1 		$8.93M Sell
41,739
-4,696
-10% -$1.07M 1.39% 22
2017
Q4 		$10.2M Sell
46,435
-5,839
-11% -$1.24M 1.56% 20
2017
Q3 		$10.2M Sell
52,274
-1,199
-2% -$232K 1.6% 19
2017
Q2 		$9.91M Sell
53,473
-1,849
-3% -$324K 1.64% 16
2017
Q1 		$9.07M Sell
55,322
-760
-1% -$124K 1.54% 18
2016
Q4 		$8.97M Sell
56,082
-2,449
-4% -$366K 1.56% 16
2016
Q3 		$8.19M Sell
58,531
-522
-0.9% -$73.1K 1.47% 18
2016
Q2 		$8.34M Sell
59,053
-99
-0.2% -$13.2K 1.55% 16
2016
Q1 		$7.26K Sell
59,152
-2,349
-4% -$278K 1.05% 25
2015
Q4 		$7.24M Sell
61,501
-1,599
-3% -$187K 1.35% 23
2015
Q3 		$7.32M Sell
63,100
-42,030
-40% -$5.03M 1.45% 18
2015
Q2 		$12.8M Sell
105,130
-99
-0.1% -$11.7K 2.14% 6
2015
Q1 		$12.4M Buy
105,229
+1,201
+1% +$133K 2.16% 8
2014
Q4 		$10.5M Sell
104,028
-1,249
-1% -$118K 1.32% 15
2014
Q3 		$9.08M Buy
105,277
+11,924
+13% +$1.01M 1.25% 15
2014
Q2 		$7.63M Buy
93,353
+3,168
+4% +$249K 1.46% 20
2014
Q1 		$7.39M Buy
90,185
+2,581
+3% +$194K 1.54% 17
2013
Q4 		$6.6K Buy
87,604
+2,500
+3% +$180K 0.35% 21
2013
Q3 		$6.09M Buy
+85,104
New +$6.09M 1.4% 19

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

Marco Investment Management's UNH Position: Q1 2026 in Review

Marco Investment Management increased its UnitedHealth (UNH) stake by 0.47% in Q1 2026, buying an estimated $106K and bringing the position to 76,378 shares worth $20.7M. The position accounts for 1.56% of the portfolio, ranked #18.

Marco Investment Management first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $26.4M in Q4 2019. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Marco Investment Management held 76,378 shares of UnitedHealth worth $20.7M as of Q1 2026.
  • Marco Investment Management bought 355 UnitedHealth shares in Q1 2026, an estimated $106K.
  • UnitedHealth made up 1.56% of Marco Investment Management's portfolio in Q1 2026, its #18 holding.
  • Marco Investment Management first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
  • Marco Investment Management's UnitedHealth position peaked at $26.4M in Q4 2019.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.