Marshall Wace’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382M | Sell |
1,410,334
-293,804
| -17% | -$87.5M | 0.38% | 28 |
|
|
2025
Q4 | $563M | Buy |
1,704,138
+1,484,817
| +677% | +$503M | 0.51% | 22 |
|
|
2025
Q3 | $75.7M | Sell |
219,321
-934,488
| -81% | -$283M | 0.08% | 224 |
|
|
2025
Q2 | $360M | Buy |
1,153,809
+222,643
| +24% | +$85.1M | 0.41% | 31 |
|
|
2025
Q1 | $488M | Sell |
931,166
-1,023,067
| -52% | -$523M | 0.62% | 17 |
|
|
2024
Q4 | $989M | Buy |
1,954,233
+1,645,530
| +533% | +$935M | 1.19% | 7 |
|
|
2024
Q3 | $180M | Sell |
308,703
-52,156
| -14% | -$29.5M | 0.22% | 75 |
|
|
2024
Q2 | $184M | Buy |
360,859
+264,801
| +276% | +$130M | 0.25% | 65 |
|
|
2024
Q1 | $47.5M | Sell |
96,058
-152,100
| -61% | -$77.3M | 0.07% | 269 |
|
|
2023
Q4 | $131M | Sell |
248,158
-14,129
| -5% | -$7.54M | 0.22% | 86 |
|
|
2023
Q3 | $132M | Sell |
262,287
-108,729
| -29% | -$53.5M | 0.27% | 69 |
|
|
2023
Q2 | $178M | Sell |
371,016
-91,991
| -20% | -$45M | 0.35% | 49 |
|
|
2023
Q1 | $219M | Buy |
463,007
+457,936
| +9,030% | +$221M | 0.46% | 34 |
|
|
2022
Q4 | $2.69M | Sell |
5,071
-127,261
| -96% | -$67.4M | 0.01% | 1562 |
|
|
2022
Q3 | $66.8M | Sell |
132,332
-877,539
| -87% | -$461M | 0.15% | 138 |
|
|
2022
Q2 | $519M | Sell |
1,009,871
-334,311
| -25% | -$168M | 1.07% | 5 |
|
|
2022
Q1 | $685M | Buy |
1,344,182
+482,384
| +56% | +$233M | 1.3% | 4 |
|
|
2021
Q4 | $433M | Buy |
861,798
+829,614
| +2,578% | +$376M | 0.8% | 11 |
|
|
2021
Q3 | $12.6M | Buy |
32,184
+17,797
| +124% | +$7.37M | 0.05% | 431 |
|
|
2021
Q2 | $5.76M | Sell |
14,387
-17,348
| -55% | -$6.92M | 0.03% | 768 |
|
|
2021
Q1 | $11.8M | Sell |
31,735
-27,518
| -46% | -$9.54M | 0.05% | 375 |
|
|
2020
Q4 | $20.8M | Buy |
59,253
+26,911
| +83% | +$9.02M | 0.11% | 185 |
|
|
2020
Q3 | $10.1M | Buy |
32,342
+14,477
| +81% | +$4.45M | 0.06% | 299 |
|
|
2020
Q2 | $5.27M | Sell |
17,865
-198,441
| -92% | -$56.9M | 0.04% | 450 |
|
|
2020
Q1 | $53.9M | Buy |
+216,306
| New | +$59.5M | 0.54% | 33 |
|
|
2019
Q4 | – | Sell |
-38,600
| Closed | -$8.39M | – | 2075 |
|
|
2019
Q3 | $8.39M | Buy |
+38,600
| New | +$9.31M | 0.07% | 345 |
|
|
2019
Q2 | – | Sell |
-45,151
| Closed | -$11.2M | – | 1858 |
|
|
2019
Q1 | $11.2M | Sell |
45,151
-5,326
| -11% | -$1.36M | 0.1% | 234 |
|
|
2018
Q4 | $12.6M | Sell |
50,477
-29,664
| -37% | -$7.84M | 0.13% | 190 |
|
|
2018
Q3 | $21.3M | Buy |
80,141
+65,615
| +452% | +$17.1M | 0.18% | 156 |
|
|
2018
Q2 | $3.56M | Sell |
14,526
-84,090
| -85% | -$20.2M | 0.05% | 350 |
|
|
2018
Q1 | $21.1M | Buy |
98,616
+61,606
| +166% | +$14.1M | 0.87% | 27 |
|
|
2017
Q4 | $8.16M | Buy |
37,010
+26,670
| +258% | +$5.65M | 0.34% | 64 |
|
|
2017
Q3 | $2.03M | Sell |
10,340
-3,595
| -26% | -$695K | 0.09% | 160 |
|
|
2017
Q2 | $2.58M | Buy |
13,935
+11,361
| +441% | +$1.99M | 0.11% | 126 |
|
|
2017
Q1 | $422K | Sell |
2,574
-719,230
| -100% | -$118M | 0.02% | 256 |
|
|
2016
Q4 | $116M | Buy |
721,804
+712,343
| +7,529% | +$106M | 0.76% | 16 |
|
|
2016
Q3 | $1.32M | Sell |
9,461
-708,759
| -99% | -$99.3M | 0.01% | 677 |
|
|
2016
Q2 | $101M | Buy |
718,220
+285,242
| +66% | +$38M | 0.85% | 18 |
|
|
2016
Q1 | $55.8M | Sell |
432,978
-53,586
| -11% | -$6.34M | 0.54% | 46 |
|
|
2015
Q4 | $57.2M | Buy |
486,564
+336,405
| +224% | +$39.3M | 0.54% | 41 |
|
|
2015
Q3 | $17.4M | Buy |
+150,159
| New | +$18M | 0.21% | 119 |
|
|
2014
Q3 | – | Sell |
-16,569
| Closed | -$1.35M | – | 1051 |
|
|
2014
Q2 | $1.35M | Buy |
+16,569
| New | +$1.3M | 0.02% | 457 |
|
Other funds holding UNH
VCM
VPM
Marshall Wace's UNH Position: Q1 2026 in Review
Marshall Wace reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $87.5M and leaving 1,410,334 shares worth $382M. The position accounts for 0.38% of the portfolio, ranked #28.
Marshall Wace first reported a position in UNH in Q2 2014 and has held it in 42 quarters since. The position peaked at $989M in Q4 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Marshall Wace held 1,410,334 shares of UnitedHealth worth $382M as of Q1 2026.
- Marshall Wace sold 293,804 UnitedHealth shares in Q1 2026, an estimated $87.5M.
- UnitedHealth made up 0.38% of Marshall Wace's portfolio in Q1 2026, its #28 holding.
- Marshall Wace first reported a position in UnitedHealth in Q2 2014 and has held it in 42 quarters since.
- Marshall Wace's UnitedHealth position peaked at $989M in Q4 2024.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.