MCM
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Mill Capital Management’s UnitedHealth UNH Stock Holding History

Mill Capital Management’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 		$16.1M Sell
59,471
-804
-1% -$239K 1.22% 27
2025
Q4 		$19.9M Buy
60,275
+157
+0.3% +$53.2K 1.44% 22
2025
Q3 		$20.8M Buy
60,118
+9,811
+20% +$2.97M 1.54% 20
2025
Q2 		$15.7M Buy
50,307
+2,550
+5% +$975K 1.23% 27
2025
Q1 		$25M Sell
47,757
-2,062
-4% -$1.05M 2% 17
2024
Q4 		$25.2M Buy
49,819
+5
+0% +$2.84K 1.99% 16
2024
Q3 		$29.1M Buy
49,814
+53
+0.1% +$30K 2.28% 14
2024
Q2 		$25.3M Buy
49,761
+842
+2% +$413K 2.09% 14
2024
Q1 		$24.2M Buy
48,919
+5,891
+14% +$2.99M 2.02% 16
2023
Q4 		$22.7M Buy
43,028
+17
+0% +$9.07K 2.02% 16
2023
Q3 		$21.7M Buy
43,011
+58
+0.1% +$28.5K 2.12% 14
2023
Q2 		$20.6M Buy
42,953
+415
+1% +$203K 1.94% 16
2023
Q1 		$20.1M Buy
42,538
+960
+2% +$463K 2.04% 16
2022
Q4 		$22M Buy
41,578
+350
+0.8% +$185K 2.42% 12
2022
Q3 		$20.8M Buy
41,228
+506
+1% +$266K 2.43% 10
2022
Q2 		$20.9M Buy
40,722
+1,029
+3% +$517K 2.32% 11
2022
Q1 		$20.2M Buy
39,693
+7,066
+22% +$3.41M 1.93% 15
2021
Q4 		$16.4M Buy
+32,627
New +$14.8M 1.68% 16

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

Mill Capital Management's UNH Position: Q1 2026 in Review

Mill Capital Management reduced its UnitedHealth (UNH) stake by 1.3% in Q1 2026, selling an estimated $239K and leaving 59,471 shares worth $16.1M. The position accounts for 1.22% of the portfolio, ranked #27.

Mill Capital Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.1M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mill Capital Management held 59,471 shares of UnitedHealth worth $16.1M as of Q1 2026.
  • Mill Capital Management sold 804 UnitedHealth shares in Q1 2026, an estimated $239K.
  • UnitedHealth made up 1.22% of Mill Capital Management's portfolio in Q1 2026, its #27 holding.
  • Mill Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Mill Capital Management's UnitedHealth position peaked at $29.1M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.