Palisade Capital Management’s UnitedHealth UNH Stock Holding History

Palisade 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 Q2	$346K	Sell	832 -52	-6%	-$19.3K	0.02%	275
2026 Q1	$239K	Buy	884 +264	+43%	+$78.6K	0.01%	298
2025 Q4	$205K	Buy	+620	New	+$210K	0.01%	377
2024 Q4	–	Sell	-380	Closed	-$222K	–	381
2024 Q3	$222K	Buy	+380	New	+$215K	0.01%	357
2024 Q2	–	Sell	-533	Closed	-$264K	–	376
2024 Q1	$264K	Sell	533 -25	-4%	-$12.7K	0.01%	345
2023 Q4	$294K	Buy	558 +25	+5%	+$13.3K	0.01%	356
2023 Q3	$269K	Buy	+533	New	+$262K	0.01%	349
2019 Q1	–	Sell	-1,074	Closed	-$268K	–	458
2018 Q4	$268K	Buy	+1,074	New	+$284K	0.01%	411

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Palisade Capital Management's UNH Position: Q2 2026 in Review

Palisade Capital Management reduced its UnitedHealth (UNH) stake by 5.9% in Q2 2026, selling an estimated $19.3K and leaving 832 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #275.

Palisade Capital Management first reported a position in UNH in Q4 2018 and has held it in 8 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Palisade Capital Management held 832 shares of UnitedHealth worth $346K as of Q2 2026.
Palisade Capital Management sold 52 UnitedHealth shares in Q2 2026, an estimated $19.3K.
UnitedHealth made up 0.02% of Palisade Capital Management's portfolio in Q2 2026, its #275 holding.
Palisade Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 8 quarters since.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.