Mondrian Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $154M | Buy |
370,657
+24,887
| +7% | +$9.22M | 2.38% | 14 |
|
|
2026
Q1 | $93.6M | Buy |
345,770
+45,418
| +15% | +$13.5M | 1.4% | 32 |
|
|
2025
Q4 | $99.1M | Sell |
300,352
-6,360
| -2% | -$2.16M | 1.64% | 30 |
|
|
2025
Q3 | $106M | Buy |
+306,712
| New | +$92.8M | 1.77% | 28 |
|
|
2025
Q1 | $119M | Sell |
227,338
-2,373
| -1% | -$1.21M | 2.04% | 24 |
|
|
2024
Q4 | $125M | Sell |
229,711
-2,373
| -1% | -$1.35M | 2.06% | 22 |
|
|
2024
Q3 | $136M | Buy |
232,084
+584
| +0.3% | +$330K | 2.05% | 18 |
|
|
2024
Q2 | $133M | Buy |
231,500
+17,164
| +8% | +$8.41M | 2.05% | 20 |
|
|
2024
Q1 | $106M | Buy |
214,336
+25,916
| +14% | +$13.2M | 1.46% | 34 |
|
|
2023
Q4 | $99.2M | Buy |
+188,420
| New | +$100M | 1.57% | 33 |
|
|
2018
Q3 | – | Sell |
-247,495
| Closed | -$60.7M | – | 126 |
|
|
2018
Q2 | $60.7M | Sell |
247,495
-19,901
| -7% | -$4.78M | 1.77% | 16 |
|
|
2018
Q1 | $63.2M | Sell |
267,396
-41,421
| -13% | -$9.46M | 1.72% | 15 |
|
|
2017
Q4 | $68.1M | Buy |
308,817
+2,905
| +0.9% | +$616K | 1.66% | 14 |
|
|
2017
Q3 | $59.9M | Sell |
305,912
-5,239
| -2% | -$1.01M | 1.52% | 20 |
|
|
2017
Q2 | $57.7M | Sell |
311,151
-27,596
| -8% | -$4.84M | 1.65% | 18 |
|
|
2017
Q1 | $55.6M | Sell |
338,747
-50,143
| -13% | -$8.21M | 1.56% | 21 |
|
|
2016
Q4 | $62.2M | Sell |
388,890
-62,849
| -14% | -$9.39M | 1.8% | 17 |
|
|
2016
Q3 | $63.2M | Sell |
451,739
-63,578
| -12% | -$8.9M | 1.55% | 18 |
|
|
2016
Q2 | $72.8M | Sell |
515,317
-45,481
| -8% | -$6.06M | 1.72% | 16 |
|
|
2016
Q1 | $72.3M | Sell |
560,798
-6,376
| -1% | -$754K | 1.6% | 18 |
|
|
2015
Q4 | $66.7M | Sell |
567,174
-6,500
| -1% | -$760K | 1.47% | 20 |
|
|
2015
Q3 | $66.6M | Sell |
573,674
-172,708
| -23% | -$20.7M | 1.41% | 20 |
|
|
2015
Q2 | $91.1M | Sell |
746,382
-98,016
| -12% | -$11.6M | 1.54% | 19 |
|
|
2015
Q1 | $99.9M | Sell |
844,398
-37,008
| -4% | -$4.11M | 1.63% | 17 |
|
|
2014
Q4 | $89.1M | Sell |
881,406
-80,494
| -8% | -$7.63M | 1.44% | 20 |
|
|
2014
Q3 | $83M | Sell |
961,900
-7,800
| -0.8% | -$659K | 1.15% | 20 |
|
|
2014
Q2 | $79.3M | Sell |
969,700
-16,000
| -2% | -$1.26M | 1.11% | 23 |
|
|
2014
Q1 | $80.8M | Sell |
985,700
-107,400
| -10% | -$8.08M | 1.19% | 20 |
|
|
2013
Q4 | $82.3M | Sell |
1,093,100
-45,000
| -4% | -$3.23M | 1.15% | 23 |
|
|
2013
Q3 | $81.5M | Sell |
1,138,100
-25,900
| -2% | -$1.85M | 1.2% | 21 |
|
|
2013
Q2 | $76.2M | Buy |
+1,164,000
| New | +$72.4M | 1.16% | 24 |
|
Other funds holding UNH
Mondrian Investment Partners's UNH Position: Q2 2026 in Review
Mondrian Investment Partners increased its UnitedHealth (UNH) stake by 7.2% in Q2 2026, buying an estimated $9.22M and bringing the position to 370,657 shares worth $154M. The position accounts for 2.38% of the portfolio, ranked #14.
Mondrian Investment Partners first reported a position in UNH in Q2 2013 and has held it in 31 quarters since. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Mondrian Investment Partners held 370,657 shares of UnitedHealth worth $154M as of Q2 2026.
- Mondrian Investment Partners bought 24,887 UnitedHealth shares in Q2 2026, an estimated $9.22M.
- UnitedHealth made up 2.38% of Mondrian Investment Partners's portfolio in Q2 2026, its #14 holding.
- Mondrian Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 31 quarters since.
- 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.