Marshall Wace’s UnitedHealth UNH Stock Holding History

Marshall Wace’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	$4.46M	Sell	16,500 -8,500	-34%	-$2.53M	﹤0.01%	1361
2025 Q4	$8.25M	Buy	25,000 +8,600	+52%	+$2.91M	0.01%	942
2025 Q3	$5.66M	Buy	16,400 +3,700	+29%	+$1.12M	0.01%	1142
2025 Q2	$3.96M	Buy	+12,700	New	+$4.85M	﹤0.01%	1261
2025 Q1	–	Sell	-400	Closed	-$202K	–	3116
2024 Q4	$202K	Sell	400 -3,700	-90%	-$2.1M	﹤0.01%	2347
2024 Q3	$2.4M	Buy	4,100 +1,500	+58%	+$848K	﹤0.01%	1301
2024 Q2	$1.32M	Sell	2,600 -10,500	-80%	-$5.15M	﹤0.01%	1555
2024 Q1	$6.73M	Buy	13,100 +9,400	+254%	+$4.78M	0.01%	879
2023 Q4	$1.95M	Sell	3,700 -32,900	-90%	-$17.5M	﹤0.01%	1231
2023 Q3	$18.5M	Sell	36,600 -3,200	-8%	-$1.57M	0.04%	461
2023 Q2	$19.1M	Buy	39,800 +15,600	+64%	+$7.63M	0.04%	498
2023 Q1	$11.4M	Sell	24,200 -19,600	-45%	-$9.46M	0.02%	663
2022 Q4	$23.2M	Buy	43,800 +8,200	+23%	+$4.34M	0.05%	400
2022 Q3	$18M	Buy	+35,600	New	+$18.7M	0.04%	513
2021 Q4	–	Sell	-700	Closed	-$273K	–	4294
2021 Q3	$273K	Buy	+700	New	+$290K	﹤0.01%	2690

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

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. 3,018 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.
3,018 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.