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 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 $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

Palisade Capital Management's UNH Position: Q1 2026 in Review

Palisade Capital Management increased its UnitedHealth (UNH) stake by 43% in Q1 2026, buying an estimated $78.6K and bringing the position to 884 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #298.

Palisade Capital Management first reported a position in UNH in Q4 2018 and has held it in 7 quarters since. The position peaked at $294K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Palisade Capital Management held 884 shares of UnitedHealth worth $239K as of Q1 2026.
Palisade Capital Management bought 264 UnitedHealth shares in Q1 2026, an estimated $78.6K.
UnitedHealth made up 0.01% of Palisade Capital Management's portfolio in Q1 2026, its #298 holding.
Palisade Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 7 quarters since.
Palisade Capital Management's UnitedHealth position peaked at $294K in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.