McDonald Partners
UNH icon

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
Q3 		$484K Sell
1,318
-230
-15% -$92.6K 0.11% 148
2026
Q2 		$643K Sell
1,548
-931
-38% -$345K 0.16% 133
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 		$2.7M 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

McDonald Partners's UNH Position: Q3 2026 in Review

McDonald Partners reduced its UnitedHealth (UNH) stake by 15% in Q3 2026, selling an estimated $92.6K and leaving 1,318 shares worth $484K. The position accounts for 0.11% of the portfolio, ranked #148.

McDonald Partners first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.7M in Q2 2022. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • McDonald Partners held 1,318 shares of UnitedHealth worth $484K as of Q3 2026.
  • McDonald Partners sold 230 UnitedHealth shares in Q3 2026, an estimated $92.6K.
  • UnitedHealth made up 0.11% of McDonald Partners's portfolio in Q3 2026, its #148 holding.
  • McDonald Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • McDonald Partners's UnitedHealth position peaked at $2.7M in Q2 2022.
  • 2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.