Marshall Wace
UNH icon

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 		$23.4M Sell
86,400
-141,600
-62% -$42.2M 0.02% 648
2025
Q4 		$75.3M Sell
228,000
-165,900
-42% -$56.2M 0.07% 240
2025
Q3 		$136M Sell
393,900
-150,100
-28% -$45.4M 0.14% 119
2025
Q2 		$170M Buy
544,000
+534,200
+5,451% +$204M 0.19% 92
2025
Q1 		$5.13M Buy
9,800
+5,500
+128% +$2.81M 0.01% 1055
2024
Q4 		$2.18M Sell
4,300
-1,700
-28% -$966K ﹤0.01% 1397
2024
Q3 		$3.51M Buy
6,000
+5,900
+5,900% +$3.34M ﹤0.01% 1139
2024
Q2 		$50.9K Sell
100
-149,900
-100% -$73.5M ﹤0.01% 2448
2024
Q1 		$77.1M Buy
150,000
+129,000
+614% +$65.6M 0.12% 167
2023
Q4 		$11.1M Sell
21,000
-32,100
-60% -$17.1M 0.02% 661
2023
Q3 		$26.8M Buy
53,100
+35,300
+198% +$17.4M 0.05% 348
2023
Q2 		$8.56M Buy
17,800
+7,400
+71% +$3.62M 0.02% 804
2023
Q1 		$4.91M Sell
10,400
-83,500
-89% -$40.3M 0.01% 1006
2022
Q4 		$49.8M Buy
93,900
+75,100
+399% +$39.8M 0.11% 201
2022
Q3 		$9.51M Buy
+18,800
New +$9.89M 0.02% 925
2021
Q4 		– Sell
-3,700
Closed -$1.45M – 4295
2021
Q3 		$1.45M Buy
+3,700
New +$1.53M 0.01% 1780

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

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.