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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
Q2 		$588K Sell
1,415
-10,087
-88% -$3.74M 0.15% 46
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 $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 $3.37T AUM 44.26% 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

Michael J. Puzo's UNH Position: Q2 2026 in Review

Michael J. Puzo reduced its UnitedHealth (UNH) stake by 88% in Q2 2026, selling an estimated $3.74M and leaving 1,415 shares worth $588K. The position accounts for 0.15% of the portfolio, ranked #46.

Michael J. Puzo first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.73M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Michael J. Puzo held 1,415 shares of UnitedHealth worth $588K as of Q2 2026.
  • Michael J. Puzo sold 10,087 UnitedHealth shares in Q2 2026, an estimated $3.74M.
  • UnitedHealth made up 0.15% of Michael J. Puzo's portfolio in Q2 2026, its #46 holding.
  • Michael J. Puzo first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Michael J. Puzo's UnitedHealth position peaked at $9.73M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.