Mariner’s UnitedHealth UNH Stock Holding History

Mariner’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	$116M	Buy	428,226 +6,210	+1%	+$1.85M	0.14%	137
2025 Q4	$139M	Buy	422,016 +3,987	+1%	+$1.35M	0.17%	114
2025 Q3	$144M	Buy	418,029 +32,986	+9%	+$9.98M	0.19%	102
2025 Q2	$120M	Sell	385,043 -45,826	-11%	-$17.5M	0.17%	114
2025 Q1	$226M	Sell	430,869 -75,263	-15%	-$38.5M	0.38%	52
2024 Q4	$256M	Buy	506,132 +6,588	+1%	+$3.74M	0.43%	40
2024 Q3	$292M	Buy	499,544 +1,191	+0.2%	+$674K	0.52%	34
2024 Q2	$254M	Buy	498,353 +20,702	+4%	+$10.1M	0.49%	35
2024 Q1	$236M	Sell	477,651 -6,261	-1%	-$3.18M	0.49%	40
2023 Q4	$255M	Buy	483,912 +15,615	+3%	+$8.33M	0.6%	28
2023 Q3	$236M	Buy	468,297 +11,805	+3%	+$5.81M	0.63%	27
2023 Q2	$219M	Sell	456,492 -1,671	-0.4%	-$817K	0.59%	30
2023 Q1	$217M	Sell	458,163 -21,396	-4%	-$10.3M	0.63%	25
2022 Q4	$254M	Buy	479,559 +25,380	+6%	+$13.4M	0.82%	15
2022 Q3	$229M	Buy	454,179 +25,379	+6%	+$13.3M	0.92%	14
2022 Q2	$220M	Buy	428,800 +4,852	+1%	+$2.44M	0.9%	16
2022 Q1	$216M	Buy	423,948 +56,195	+15%	+$27.1M	0.82%	22
2021 Q4	$185M	Buy	367,753 +34,692	+10%	+$15.7M	0.78%	23
2021 Q3	$130M	Buy	333,061 +17,419	+6%	+$7.21M	0.68%	26
2021 Q2	$126M	Buy	315,642 +5,762	+2%	+$2.3M	0.78%	22
2021 Q1	$115M	Sell	309,880 -2,417	-0.8%	-$837K	0.8%	22
2020 Q4	$110M	Sell	312,297 -10,015	-3%	-$3.36M	0.84%	21
2020 Q3	$100M	Sell	322,312 -8,588	-3%	-$2.64M	0.95%	18
2020 Q2	$97.6M	Sell	330,900 -712	-0.2%	-$204K	0.98%	17
2020 Q1	$82.7M	Buy	331,612 +25,150	+8%	+$6.92M	1.03%	17
2019 Q4	$90.1M	Sell	306,462 -19,555	-6%	-$5.12M	0.94%	17
2019 Q3	$70.8M	Buy	326,017 +9,331	+3%	+$2.25M	0.85%	20
2019 Q2	$77.3M	Buy	316,686 +6,018	+2%	+$1.45M	0.92%	16
2019 Q1	$62.7M	Buy	310,668 +57,972	+23%	+$14.8M	0.89%	19
2018 Q4	$62.9M	Buy	252,696 +175,383	+227%	+$46.3M	1.12%	10
2018 Q3	$20.6M	Buy	77,313 +5,001	+7%	+$1.3M	0.53%	41
2018 Q2	$17.7M	Buy	72,312 +12,228	+20%	+$2.94M	0.5%	44
2018 Q1	$12.9M	Buy	60,084 +24,518	+69%	+$5.6M	0.46%	46
2017 Q4	$7.84M	Buy	35,566 +23,516	+195%	+$4.98M	0.3%	72
2017 Q3	$2.36M	Buy	12,050 +170	+1%	+$32.8K	0.11%	157
2017 Q2	$2.2M	Sell	11,880 -6,335	-35%	-$1.11M	0.1%	165
2017 Q1	$2.99M	Sell	18,215 -1,683	-8%	-$276K	0.13%	141
2016 Q4	$3.18M	Sell	19,898 -204	-1%	-$30.5K	0.15%	125
2016 Q3	$2.81M	Buy	20,102 +6,505	+48%	+$911K	0.14%	143
2016 Q2	$1.92M	Buy	13,597 +3,316	+32%	+$442K	0.1%	174
2016 Q1	$1.32M	Buy	10,281 +3,461	+51%	+$409K	0.08%	209
2015 Q4	$803K	Sell	6,820 -165,505	-96%	-$19.3M	0.05%	233
2015 Q3	$20M	Buy	172,325 +5,561	+3%	+$666K	0.89%	25
2015 Q2	$20.3M	Buy	166,764 +162,496	+3,807%	+$19.2M	0.94%	22
2015 Q1	$505K	Sell	4,268 -239	-5%	-$26.5K	0.04%	247
2014 Q4	$456K	Buy	4,507 +370	+9%	+$35.1K	0.04%	255
2014 Q3	$357K	Buy	4,137 +357	+9%	+$30.2K	0.04%	248
2014 Q2	$309K	Buy	3,780 +107	+3%	+$8.42K	0.03%	268
2014 Q1	$301K	Buy	3,673 +499	+16%	+$37.6K	0.04%	252
2013 Q4	$239K	Buy	+3,174	New	+$228K	0.03%	304

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

Mariner's UNH Position: Q1 2026 in Review

Mariner increased its UnitedHealth (UNH) stake by 1.5% in Q1 2026, buying an estimated $1.85M and bringing the position to 428,226 shares worth $116M. The position accounts for 0.14% of the portfolio, ranked #137.

Mariner first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $292M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mariner held 428,226 shares of UnitedHealth worth $116M as of Q1 2026.
Mariner bought 6,210 UnitedHealth shares in Q1 2026, an estimated $1.85M.
UnitedHealth made up 0.14% of Mariner's portfolio in Q1 2026, its #137 holding.
Mariner first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
Mariner's UnitedHealth position peaked at $292M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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