MGP
UNH icon

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
Q2 		$14.3M Sell
34,376
-3,788
-10% -$1.4M 0.32% 46
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 $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 $3.38T AUM 44.17% 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

Metis Global Partners's UNH Position: Q2 2026 in Review

Metis Global Partners reduced its UnitedHealth (UNH) stake by 9.9% in Q2 2026, selling an estimated $1.4M and leaving 34,376 shares worth $14.3M. The position accounts for 0.32% of the portfolio, ranked #46.

Metis Global Partners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.8M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Metis Global Partners held 34,376 shares of UnitedHealth worth $14.3M as of Q2 2026.
  • Metis Global Partners sold 3,788 UnitedHealth shares in Q2 2026, an estimated $1.4M.
  • UnitedHealth made up 0.32% of Metis Global Partners's portfolio in Q2 2026, its #46 holding.
  • Metis Global Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Metis Global Partners's UnitedHealth position peaked at $30.8M in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.