MJP
UNH icon

Michael J. Puzo’s UnitedHealth UNH Stock Holding History

Michael J. Puzo’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 		$3.11M Sell
11,502
-7,035
-38% -$2.1M 0.91% 31
2025
Q4 		$6.12M Sell
18,537
-1,068
-5% -$362K 1.67% 26
2025
Q3 		$6.77M Buy
19,605
+2,952
+18% +$893K 1.85% 25
2025
Q2 		$5.2M Buy
16,653
+670
+4% +$256K 1.48% 28
2025
Q1 		$8.37M Buy
15,983
+150
+0.9% +$76.7K 2.4% 20
2024
Q4 		$8.01M Sell
15,833
-804
-5% -$457K 2.24% 23
2024
Q3 		$9.73M Buy
16,637
+123
+0.7% +$69.6K 2.54% 20
2024
Q2 		$8.41M Buy
16,514
+957
+6% +$469K 2.33% 23
2024
Q1 		$7.7M Buy
15,557
+1,755
+13% +$892K 2.13% 24
2023
Q4 		$7.27M Buy
13,802
+1,012
+8% +$540K 2.31% 22
2023
Q3 		$6.45M Buy
12,790
+1,014
+9% +$499K 2.19% 24
2023
Q2 		$5.66M Buy
11,776
+160
+1% +$78.2K 1.79% 26
2023
Q1 		$5.49M Buy
11,616
+232
+2% +$112K 1.83% 24
2022
Q4 		$6.04M Sell
11,384
-80
-0.7% -$42.4K 2.18% 21
2022
Q3 		$5.79M Buy
11,464
+39
+0.3% +$20.5K 2.2% 22
2022
Q2 		$5.87M Sell
11,425
-45
-0.4% -$22.6K 2.08% 20
2022
Q1 		$5.85M Sell
11,470
-160
-1% -$77.2K 1.76% 26
2021
Q4 		$5.84M Buy
11,630
+200
+2% +$90.5K 1.65% 26
2021
Q3 		$4.47M Buy
11,430
+35
+0.3% +$14.5K 1.42% 31
2021
Q2 		$4.56M Sell
11,395
-150
-1% -$59.8K 1.42% 32
2021
Q1 		$4.29M Buy
11,545
+125
+1% +$43.3K 1.37% 31
2020
Q4 		$4M Buy
11,420
+295
+3% +$98.9K 1.31% 31
2020
Q3 		$3.47M Buy
11,125
+2,896
+35% +$890K 1.23% 33
2020
Q2 		$2.43M Buy
8,229
+4,024
+96% +$1.15M 0.91% 37
2020
Q1 		$1.05M Buy
+4,205
New +$1.16M 0.46% 41

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

Michael J. Puzo's UNH Position: Q1 2026 in Review

Michael J. Puzo reduced its UnitedHealth (UNH) stake by 38% in Q1 2026, selling an estimated $2.1M and leaving 11,502 shares worth $3.11M. The position accounts for 0.91% of the portfolio, ranked #31.

Michael J. Puzo first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $9.73M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Michael J. Puzo held 11,502 shares of UnitedHealth worth $3.11M as of Q1 2026.
  • Michael J. Puzo sold 7,035 UnitedHealth shares in Q1 2026, an estimated $2.1M.
  • UnitedHealth made up 0.91% of Michael J. Puzo's portfolio in Q1 2026, its #31 holding.
  • Michael J. Puzo first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Michael J. Puzo's UnitedHealth position peaked at $9.73M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.