MCM
UNH icon

Mattern Capital Management’s UnitedHealth UNH Stock Holding History

Mattern Capital Management’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 		$14.6M Sell
35,240
-3,545
-9% -$1.31M 1.71% 4
2026
Q1 		$10.5M Buy
38,785
+12,654
+48% +$3.77M 1.26% 22
2025
Q4 		$8.63M Buy
26,131
+3,782
+17% +$1.28M 1.02% 49
2025
Q3 		$7.72M Buy
22,349
+2,295
+11% +$694K 0.91% 63
2025
Q2 		$6.26M Buy
20,054
+870
+5% +$333K 0.75% 72
2025
Q1 		$10M Buy
19,184
+471
+3% +$241K 1.28% 18
2024
Q4 		$9.47M Sell
18,713
-229
-1% -$130K 1.23% 30
2024
Q3 		$11.1M Sell
18,942
-65
-0.3% -$36.8K 1.39% 16
2024
Q2 		$9.68M Buy
19,007
+77
+0.4% +$37.7K 1.34% 21
2024
Q1 		$9.36M Buy
18,930
+1,271
+7% +$646K 1.27% 25
2023
Q4 		$9.3M Buy
17,659
+312
+2% +$166K 1.35% 18
2023
Q3 		$8.75M Buy
17,347
+1,175
+7% +$578K 1.41% 11
2023
Q2 		$7.77M Buy
16,172
+803
+5% +$393K 1.26% 18
2023
Q1 		$7.26M Buy
15,369
+562
+4% +$271K 1.28% 17
2022
Q4 		$7.85M Sell
14,807
-250
-2% -$132K 1.45% 5
2022
Q3 		$7.6M Sell
15,057
-367
-2% -$193K 1.58% 4
2022
Q2 		$7.92M Sell
15,424
-1,315
-8% -$660K 1.57% 4
2022
Q1 		$8.54M Buy
16,739
+56
+0.3% +$27K 1.53% 5
2021
Q4 		$8.38M Sell
16,683
-360
-2% -$163K 1.47% 6
2021
Q3 		$6.66M Buy
17,043
+107
+0.6% +$44.3K 1.31% 19
2021
Q2 		$6.78M Buy
16,936
+382
+2% +$152K 1.34% 15
2021
Q1 		$6.16M Buy
16,554
+262
+2% +$90.8K 1.33% 14
2020
Q4 		$5.71M Buy
16,292
+12
+0.1% +$4.02K 1.35% 16
2020
Q3 		$5.08M Buy
16,280
+346
+2% +$106K 1.33% 15
2020
Q2 		$4.7M Buy
15,934
+87
+0.5% +$24.9K 1.36% 12
2020
Q1 		$3.95M Sell
15,847
-283
-2% -$77.9K 1.34% 11
2019
Q4 		$4.74M Buy
+16,130
New +$4.22M 1.31% 16

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

Mattern Capital Management's UNH Position: Q2 2026 in Review

Mattern Capital Management reduced its UnitedHealth (UNH) stake by 9.1% in Q2 2026, selling an estimated $1.31M and leaving 35,240 shares worth $14.6M. The position accounts for 1.71% of the portfolio, ranked #4.

Mattern Capital Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mattern Capital Management held 35,240 shares of UnitedHealth worth $14.6M as of Q2 2026.
  • Mattern Capital Management sold 3,545 UnitedHealth shares in Q2 2026, an estimated $1.31M.
  • UnitedHealth made up 1.71% of Mattern Capital Management's portfolio in Q2 2026, its #4 holding.
  • Mattern Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.