Mattern Capital Management
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
Q3 		$12.5M Sell
33,919
-1,321
-4% -$532K 1.45% 7
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 		$9.7M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mattern Capital Management's UNH Position: Q3 2026 in Review

Mattern Capital Management reduced its UnitedHealth (UNH) stake by 3.7% in Q3 2026, selling an estimated $532K and leaving 33,919 shares worth $12.5M. The position accounts for 1.45% of the portfolio, ranked #7.

Mattern Capital Management first reported a position in UNH in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.6M in Q2 2026. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Mattern Capital Management held 33,919 shares of UnitedHealth worth $12.5M as of Q3 2026.
  • Mattern Capital Management sold 1,321 UnitedHealth shares in Q3 2026, an estimated $532K.
  • UnitedHealth made up 1.45% of Mattern Capital Management's portfolio in Q3 2026, its #7 holding.
  • Mattern Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 28 quarters since.
  • Mattern Capital Management's UnitedHealth position peaked at $14.6M in Q2 2026.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Mattern Capital Management's 13F filing for Q3 2026, filed 2 Nov 2026.