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UNH icon

&Partners’s UnitedHealth UNH Stock Holding History

&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 		$27.8M Sell
104,316
-8,311
-7% -$2.48M 0.14% 137
2025
Q4 		$36.1M Buy
112,627
+4,304
+4% +$1.46M 0.19% 110
2025
Q3 		$37.3M Sell
108,323
-25,095
-19% -$7.59M 0.24% 94
2025
Q2 		$41.6M Buy
133,418
+35,237
+36% +$13.5M 0.32% 62
2025
Q1 		$50.6M Sell
98,181
-13,311
-12% -$6.8M 0.54% 37
2024
Q4 		$57M Buy
111,492
+46,667
+72% +$26.5M 0.68% 19
2024
Q3 		$37.9M Buy
64,825
+38,209
+144% +$21.6M 0.73% 14
2024
Q2 		$13.6M Buy
26,616
+21,812
+454% +$10.7M 0.59% 29
2024
Q1 		$2.36M Buy
4,804
+820
+21% +$417K 0.32% 61
2023
Q4 		$2.13M Buy
3,984
+2,764
+227% +$1.47M 0.52% 48
2023
Q3 		$615K Buy
1,220
+67
+6% +$33K 0.29% 67
2023
Q2 		$554K Buy
1,153
+150
+15% +$73.3K 0.25% 75
2023
Q1 		$474K Sell
1,003
-55
-5% -$26.5K 0.23% 89
2022
Q4 		$561K Sell
1,058
-286
-21% -$151K 0.28% 72
2022
Q3 		$679K Buy
1,344
+66
+5% +$34.7K 0.39% 57
2022
Q2 		$656K Buy
1,278
+595
+87% +$299K 0.38% 63
2022
Q1 		$348K Buy
683
+51
+8% +$24.6K 0.2% 112
2021
Q4 		$317K Hold
632
– – 0.19% 120
2021
Q3 		$247K Hold
632
– – 0.16% 146
2021
Q2 		$253K Buy
632
+6
+1% +$2.39K 0.16% 140
2021
Q1 		$233K Sell
626
-85
-12% -$29.5K 0.17% 132
2020
Q4 		$249K Hold
711
– – 0.21% 107
2020
Q3 		$222K Buy
+711
New +$218K 0.23% 108

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

&Partners's UNH Position: Q1 2026 in Review

&Partners reduced its UnitedHealth (UNH) stake by 7.4% in Q1 2026, selling an estimated $2.48M and leaving 104,316 shares worth $27.8M. The position accounts for 0.14% of the portfolio, ranked #137.

&Partners first reported a position in UNH in Q3 2020 and has held it in 23 quarters since. The position peaked at $57M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • &Partners held 104,316 shares of UnitedHealth worth $27.8M as of Q1 2026.
  • &Partners sold 8,311 UnitedHealth shares in Q1 2026, an estimated $2.48M.
  • UnitedHealth made up 0.14% of &Partners's portfolio in Q1 2026, its #137 holding.
  • &Partners first reported a position in UnitedHealth in Q3 2020 and has held it in 23 quarters since.
  • &Partners's UnitedHealth position peaked at $57M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.