Mondrian Investment Partners’s UnitedHealth UNH Stock Holding History

Mondrian Investment 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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mondrian Investment Partners's UNH Position: Q1 2026 in Review

Mondrian Investment Partners increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $13.5M and bringing the position to 345,770 shares worth $93.6M. The position accounts for 1.4% of the portfolio, ranked #32.

Mondrian Investment Partners first reported a position in UNH in Q2 2013 and has held it in 30 quarters since. The position peaked at $136M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mondrian Investment Partners held 345,770 shares of UnitedHealth worth $93.6M as of Q1 2026.
Mondrian Investment Partners bought 45,418 UnitedHealth shares in Q1 2026, an estimated $13.5M.
UnitedHealth made up 1.4% of Mondrian Investment Partners's portfolio in Q1 2026, its #32 holding.
Mondrian Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 30 quarters since.
Mondrian Investment Partners's UnitedHealth position peaked at $136M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.