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McDonald Partners’s UnitedHealth UNH Stock Holding History

McDonald Partners’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 		$671K Buy
2,479
+291
+13% +$86.7K 0.16% 123
2025
Q4 		$722K Sell
2,188
-1,625
-43% -$551K 0.23% 107
2025
Q3 		$1.32M Buy
3,813
+115
+3% +$34.8K 0.39% 71
2025
Q2 		$1.17M Buy
3,698
+787
+27% +$301K 0.28% 102
2025
Q1 		$1.55M Buy
2,911
+85
+3% +$43.5K 0.4% 76
2024
Q4 		$1.43M Buy
2,826
+109
+4% +$61.9K 0.37% 85
2024
Q3 		$1.59M Sell
2,717
-2,053
-43% -$1.16M 0.4% 75
2024
Q2 		$2.43M Buy
4,770
+49
+1% +$24K 0.65% 41
2024
Q1 		$2.34M Buy
4,721
+59
+1% +$30K 0.64% 42
2023
Q4 		$2.45M Buy
4,662
+40
+0.9% +$21.3K 0.73% 39
2023
Q3 		$2.33M Sell
4,622
-31
-0.7% -$15.3K 0.76% 37
2023
Q2 		$2.24M Buy
4,653
+108
+2% +$52.8K 0.68% 41
2023
Q1 		$2.15M Buy
4,545
+180
+4% +$86.9K 0.7% 40
2022
Q4 		$2.31M Sell
4,365
-37
-0.8% -$19.6K 0.79% 35
2022
Q3 		$2.22M Sell
4,402
-865
-16% -$455K 0.85% 32
2022
Q2 		$2.71M Buy
5,267
+47
+0.9% +$23.6K 0.69% 41
2022
Q1 		$2.66M Buy
5,220
+3,618
+226% +$1.74M 0.58% 48
2021
Q4 		$804K Sell
1,602
-3,615
-69% -$1.64M 0.75% 39
2021
Q3 		$2.04M Buy
5,217
+237
+5% +$98.2K 0.48% 55
2021
Q2 		$1.99M Buy
4,980
+315
+7% +$126K 0.47% 58
2021
Q1 		$1.74M Buy
4,665
+317
+7% +$110K 0.45% 67
2020
Q4 		$1.52M Buy
+4,348
New +$1.46M 0.43% 70

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

McDonald Partners's UNH Position: Q1 2026 in Review

McDonald Partners increased its UnitedHealth (UNH) stake by 13% in Q1 2026, buying an estimated $86.7K and bringing the position to 2,479 shares worth $671K. The position accounts for 0.16% of the portfolio, ranked #123.

McDonald Partners first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.71M in Q2 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • McDonald Partners held 2,479 shares of UnitedHealth worth $671K as of Q1 2026.
  • McDonald Partners bought 291 UnitedHealth shares in Q1 2026, an estimated $86.7K.
  • UnitedHealth made up 0.16% of McDonald Partners's portfolio in Q1 2026, its #123 holding.
  • McDonald Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's UnitedHealth position peaked at $2.71M in Q2 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.