MGP
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Metis Global Partners’s UnitedHealth UNH Stock Holding History

Metis Global 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 		$10.3M Sell
38,164
-1,226
-3% -$365K 0.25% 63
2025
Q4 		$13M Sell
39,390
-8,640
-18% -$2.93M 0.31% 51
2025
Q3 		$16.6M Sell
48,030
-3,010
-6% -$910K 0.39% 37
2025
Q2 		$15.9M Sell
51,040
-7,698
-13% -$2.94M 0.41% 34
2025
Q1 		$30.8M Buy
58,738
+5,535
+10% +$2.83M 0.87% 18
2024
Q4 		$26.9M Buy
53,203
+1,027
+2% +$584K 0.81% 17
2024
Q3 		$30.5M Sell
52,176
-88
-0.2% -$49.8K 0.95% 17
2024
Q2 		$26.6M Buy
52,264
+266
+0.5% +$130K 0.91% 18
2024
Q1 		$25.7M Buy
51,998
+177
+0.3% +$90K 0.93% 19
2023
Q4 		$27.3M Buy
51,821
+6,887
+15% +$3.67M 1.09% 13
2023
Q3 		$22.7M Buy
44,934
+6,270
+16% +$3.09M 1.09% 13
2023
Q2 		$18.6M Buy
38,664
+358
+0.9% +$175K 1% 11
2023
Q1 		$18.1M Buy
38,306
+9,472
+33% +$4.57M 1.16% 10
2022
Q4 		$15.3M Buy
28,834
+12,101
+72% +$6.41M 1.36% 5
2022
Q3 		$8.45M Buy
16,733
+1,066
+7% +$561K 1.36% 8
2022
Q2 		$8.05M Buy
15,667
+692
+5% +$348K 1.29% 8
2022
Q1 		$7.64M Buy
14,975
+6,467
+76% +$3.12M 0.92% 11
2021
Q4 		$4.27M Buy
+8,508
New +$3.85M 1.19% 10

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

Metis Global Partners's UNH Position: Q1 2026 in Review

Metis Global Partners reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $365K and leaving 38,164 shares worth $10.3M. The position accounts for 0.25% of the portfolio, ranked #63.

Metis Global Partners first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.8M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Metis Global Partners held 38,164 shares of UnitedHealth worth $10.3M as of Q1 2026.
  • Metis Global Partners sold 1,226 UnitedHealth shares in Q1 2026, an estimated $365K.
  • UnitedHealth made up 0.25% of Metis Global Partners's portfolio in Q1 2026, its #63 holding.
  • Metis Global Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Metis Global Partners's UnitedHealth position peaked at $30.8M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.