Marex Group’s UnitedHealth UNH Stock Holding History

Marex Group’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	$221M	Sell	817,599 -584,677	-42%	-$174M	1.4%	14
2025 Q4	$463M	Buy	1,402,276 +343,280	+32%	+$116M	2.91%	1
2025 Q3	$366M	Buy	1,058,996 +782,933	+284%	+$237M	2.58%	9
2025 Q2	$86.1M	Sell	276,063 -56,120	-17%	-$21.4M	0.75%	28
2025 Q1	$174M	Buy	332,183 +168,629	+103%	+$86.2M	3.33%	5
2024 Q4	$82.7M	Sell	163,554 -94,567	-37%	-$53.7M	1.41%	19
2024 Q3	$151M	Buy	258,121 +58,779	+29%	+$33.2M	3.44%	7
2024 Q2	$102M	Buy	199,342 +71,967	+57%	+$35.3M	2.73%	8
2024 Q1	$63M	Buy	127,375 +122,011	+2,275%	+$62M	2.05%	10
2023 Q4	$2.82M	Buy	+5,364	New	+$2.86M	0.11%	131

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

Marex Group's UNH Position: Q1 2026 in Review

Marex Group reduced its UnitedHealth (UNH) stake by 42% in Q1 2026, selling an estimated $174M and leaving 817,599 shares worth $221M. The position accounts for 1.4% of the portfolio, ranked #14.

Marex Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $463M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Marex Group held 817,599 shares of UnitedHealth worth $221M as of Q1 2026.
Marex Group sold 584,677 UnitedHealth shares in Q1 2026, an estimated $174M.
UnitedHealth made up 1.4% of Marex Group's portfolio in Q1 2026, its #14 holding.
Marex Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Marex Group's UnitedHealth position peaked at $463M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.