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Marshfield Associates’s UnitedHealth UNH Stock Holding History

Marshfield Associates’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
Q2 		$634M Sell
1,526,157
-364,532
-19% -$135M 14.87% 1
2026
Q1 		$512M Buy
1,890,689
+232,202
+14% +$69.2M 10.25% 2
2025
Q4 		$547M Buy
1,658,487
+45,239
+3% +$15.3M 9.6% 3
2025
Q3 		$557M Buy
1,613,248
+594,960
+58% +$180M 9.64% 3
2025
Q2 		$318M Buy
+1,018,288
New +$389M 6.49% 8

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshfield Associates's UNH Position: Q2 2026 in Review

Marshfield Associates reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $135M and leaving 1,526,157 shares worth $634M. The position accounts for 14.87% of the portfolio, ranked #1.

Marshfield Associates first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Marshfield Associates held 1,526,157 shares of UnitedHealth worth $634M as of Q2 2026.
  • Marshfield Associates sold 364,532 UnitedHealth shares in Q2 2026, an estimated $135M.
  • UnitedHealth made up 14.87% of Marshfield Associates's portfolio in Q2 2026, its #1 holding.
  • Marshfield Associates first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Marshfield Associates's 13F filing for Q2 2026, filed 14 Aug 2026.