NS 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
Q1 | $40M | Sell |
147,955
-2,955
| -2% | -$880K | 1.79% | 15 |
|
|
2025
Q4 | $49.8M | Buy |
150,910
+1,398
| +0.9% | +$474K | 1.95% | 11 |
|
|
2025
Q3 | $51.6M | Buy |
149,512
+24,032
| +19% | +$7.27M | 2% | 10 |
|
|
2025
Q2 | $39.1M | Buy |
125,480
+45,552
| +57% | +$17.4M | 1.6% | 17 |
|
|
2025
Q1 | $41.9M | Sell |
79,928
-887
| -1% | -$453K | 1.84% | 14 |
|
|
2024
Q4 | $40.9M | Sell |
80,815
-851
| -1% | -$484K | 1.69% | 16 |
|
|
2024
Q3 | $47.7M | Buy |
81,666
+1,330
| +2% | +$752K | 2.01% | 10 |
|
|
2024
Q2 | $40.9M | Sell |
80,336
-1,360
| -2% | -$667K | 1.86% | 11 |
|
|
2024
Q1 | $40.4M | Sell |
81,696
-3,897
| -5% | -$1.98M | 1.86% | 14 |
|
|
2023
Q4 | $45.1M | Sell |
85,593
-14
| -0% | -$7.47K | 2.19% | 10 |
|
|
2023
Q3 | $43.2M | Sell |
85,607
-708
| -0.8% | -$348K | 2.32% | 9 |
|
|
2023
Q2 | $41.5M | Sell |
86,315
-2,888
| -3% | -$1.41M | 2.18% | 9 |
|
|
2023
Q1 | $42.2M | Sell |
89,203
-8,276
| -8% | -$3.99M | 2.37% | 8 |
|
|
2022
Q4 | $51.7M | Buy |
97,479
+1,190
| +1% | +$630K | 3.12% | 4 |
|
|
2022
Q3 | $48.6M | Buy |
96,289
+2,414
| +3% | +$1.27M | 3.15% | 5 |
|
|
2022
Q2 | $48.2M | Sell |
93,875
-493
| -0.5% | -$248K | 2.93% | 4 |
|
|
2022
Q1 | $48.1M | Sell |
94,368
-4,592
| -5% | -$2.21M | 2.56% | 5 |
|
|
2021
Q4 | $49.7M | Sell |
98,960
-1,141
| -1% | -$516K | 2.33% | 8 |
|
|
2021
Q3 | $39.1M | Buy |
100,101
+16
| +0% | +$6.63K | 1.99% | 12 |
|
|
2021
Q2 | $40.1M | Sell |
100,085
-2,110
| -2% | -$841K | 2.11% | 14 |
|
|
2021
Q1 | $38M | Sell |
102,195
-10,196
| -9% | -$3.53M | 2.2% | 12 |
|
|
2020
Q4 | $39.4M | Sell |
112,391
-79
| -0.1% | -$26.5K | 2.3% | 10 |
|
|
2020
Q3 | $35.1M | Buy |
112,470
+578
| +0.5% | +$178K | 2.31% | 10 |
|
|
2020
Q2 | $33M | Sell |
111,892
-13
| -0% | -$3.73K | 2.44% | 7 |
|
|
2020
Q1 | $27.9M | Buy |
111,905
+7,579
| +7% | +$2.09M | 2.59% | 7 |
|
|
2019
Q4 | $30.7M | Buy |
104,326
+4,103
| +4% | +$1.07M | 2.44% | 9 |
|
|
2019
Q3 | $21.8M | Buy |
100,223
+395
| +0.4% | +$95.3K | 1.96% | 18 |
|
|
2019
Q2 | $24.4M | Buy |
99,828
+2,800
| +3% | +$673K | 2.24% | 11 |
|
|
2019
Q1 | $24M | Buy |
97,028
+645
| +0.7% | +$164K | 2.22% | 9 |
|
|
2018
Q4 | $24M | Buy |
96,383
+6,064
| +7% | +$1.6M | 2.57% | 6 |
|
|
2018
Q3 | $24M | Buy |
90,319
+110
| +0.1% | +$28.6K | 2.3% | 8 |
|
|
2018
Q2 | $22.1M | Sell |
90,209
-170
| -0.2% | -$40.8K | 2.27% | 7 |
|
|
2018
Q1 | $19.3M | Buy |
90,379
+582
| +0.6% | +$133K | 2.07% | 8 |
|
|
2017
Q4 | $19.8M | Buy |
89,797
+2,132
| +2% | +$452K | 2.17% | 7 |
|
|
2017
Q3 | $17.2M | Buy |
87,665
+11,554
| +15% | +$2.23M | 2.05% | 7 |
|
|
2017
Q2 | $14.1M | Buy |
76,111
+8,548
| +13% | +$1.5M | 1.85% | 12 |
|
|
2017
Q1 | $11.1M | Buy |
67,563
+148
| +0.2% | +$24.2K | 1.6% | 15 |
|
|
2016
Q4 | $10.8M | Buy |
67,415
+7,766
| +13% | +$1.16M | 1.69% | 12 |
|
|
2016
Q3 | $8.35M | Buy |
59,649
+4,237
| +8% | +$593K | 1.36% | 24 |
|
|
2016
Q2 | $7.82M | Buy |
55,412
+3
| +0% | +$400 | 1.33% | 25 |
|
|
2016
Q1 | $7.14M | Buy |
55,409
+3,000
| +6% | +$355K | 1.29% | 27 |
|
|
2015
Q4 | $6.17M | Sell |
52,409
-4,233
| -7% | -$495K | 1.1% | 35 |
|
|
2015
Q3 | $6.57M | Sell |
56,642
-1,210
| -2% | -$145K | 1.15% | 30 |
|
|
2015
Q2 | $7.06M | Buy |
+57,852
| New | +$6.84M | 1.12% | 35 |
|
Other funds holding UNH
VCM
VPM
NS Partners's UNH Position: Q1 2026 in Review
NS Partners reduced its UnitedHealth (UNH) stake by 2% in Q1 2026, selling an estimated $880K and leaving 147,955 shares worth $40M. The position accounts for 1.79% of the portfolio, ranked #15.
NS Partners first reported a position in UNH in Q2 2015 and has held it in 44 quarters since. The position peaked at $51.7M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- NS Partners held 147,955 shares of UnitedHealth worth $40M as of Q1 2026.
- NS Partners sold 2,955 UnitedHealth shares in Q1 2026, an estimated $880K.
- UnitedHealth made up 1.79% of NS Partners's portfolio in Q1 2026, its #15 holding.
- NS Partners first reported a position in UnitedHealth in Q2 2015 and has held it in 44 quarters since.
- NS Partners's UnitedHealth position peaked at $51.7M in Q4 2022.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.