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Munro Partners’s UnitedHealth UNH Stock Holding History

Munro 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
2024
Q1 		– Sell
-114,178
Closed -$60.1M – 61
2023
Q4 		$60.1M Buy
114,178
+28,940
+34% +$15.4M 2.69% 17
2023
Q3 		$43M Sell
85,238
-33,797
-28% -$16.6M 2.17% 19
2023
Q2 		$57.2M Sell
119,035
-157,780
-57% -$77.2M 2.64% 19
2023
Q1 		$131M Buy
276,815
+2,050
+0.7% +$989K 6.4% 3
2022
Q4 		$146M Buy
274,765
+19,440
+8% +$10.3M 8.33% 2
2022
Q3 		$129M Buy
255,325
+8,685
+4% +$4.57M 7.65% 2
2022
Q2 		$127M Buy
246,640
+41,225
+20% +$20.7M 7.45% 4
2022
Q1 		$105M Buy
+205,415
New +$99.1M 3.76% 14
2019
Q4 		– Sell
-19,650
Closed -$4.27M – 33
2019
Q3 		$4.27M Buy
19,650
+550
+3% +$133K 0.7% 27
2019
Q2 		$4.66M Sell
19,100
-30,089
-61% -$7.24M 0.8% 25
2019
Q1 		$12.2M Buy
49,189
+21,775
+79% +$5.55M 1.82% 23
2018
Q4 		$6.83M Buy
27,414
+6,414
+31% +$1.69M 6.11% 6
2018
Q3 		$5.59M Buy
+21,000
New +$5.46M 3.25% 12

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Munro Partners's UNH Position: Q1 2024 in Review

Munro Partners sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 114,178 shares — an estimated $60.1M sold.

Munro Partners first reported a position in UNH in Q3 2018 and held it in 13 quarters. The position peaked at $146M in Q4 2022. 3,377 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Munro Partners reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Munro Partners sold 114,178 UnitedHealth shares in Q1 2024, an estimated $60.1M.
  • Munro Partners first reported a position in UnitedHealth in Q3 2018 and held it in 13 quarters.
  • Munro Partners's UnitedHealth position peaked at $146M in Q4 2022.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Munro Partners's 13F filing for Q1 2024, filed 21 Oct 2025.