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Polaris Capital Management’s UnitedHealth UNH Stock Holding History

Polaris 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 		– Sell
-44,712
Closed -$14.8M – 91
2025
Q4 		$14.8M Sell
44,712
-4,600
-9% -$1.56M 1.22% 32
2025
Q3 		$17M Sell
49,312
-1,200
-2% -$363K 1.12% 34
2025
Q2 		$15.8M Sell
50,512
-1,000
-2% -$382K 1.05% 37
2025
Q1 		$27M Sell
51,512
-7,040
-12% -$3.6M 1.54% 35
2024
Q4 		$29.6M Sell
58,552
-600
-1% -$341K 1.43% 32
2024
Q3 		$34.6M Sell
59,152
-5,190
-8% -$2.94M 1.7% 30
2024
Q2 		$32.9M Sell
64,342
-2,010
-3% -$985K 1.76% 25
2024
Q1 		$32.8M Sell
66,352
-7,800
-11% -$3.97M 1.64% 32
2023
Q4 		$39M Sell
74,152
-2,300
-3% -$1.23M 1.89% 25
2023
Q3 		$38.5M Sell
76,452
-30,800
-29% -$15.2M 2.08% 16
2023
Q2 		$51.5M Sell
107,252
-3,204
-3% -$1.57M 1.94% 22
2023
Q1 		$52.2M Hold
110,456
– – 1.95% 20
2022
Q4 		$58.6M Buy
110,456
+1,800
+2% +$953K 2.04% 15
2022
Q3 		$54.9M Sell
108,656
-1,900
-2% -$999K 2.15% 11
2022
Q2 		$56.8M Sell
110,556
-1,800
-2% -$904K 2.03% 13
2022
Q1 		$57.3M Sell
112,356
-5,700
-5% -$2.75M 1.82% 20
2021
Q4 		$59.3M Sell
118,056
-3,400
-3% -$1.54M 1.91% 22
2021
Q3 		$47.5M Sell
121,456
-800
-0.7% -$331K 1.51% 30
2021
Q2 		$49M Buy
122,256
+2,400
+2% +$957K 1.58% 27
2021
Q1 		$50.4M Sell
119,856
-10,400
-8% -$3.6M 1.65% 27
2020
Q4 		$45.7M Buy
130,256
+1,300
+1% +$436K 1.72% 27
2020
Q3 		$40.2M Buy
128,956
+52,881
+70% +$16.2M 1.98% 18
2020
Q2 		$22.4M Buy
76,075
+5,000
+7% +$1.43M 1.11% 33
2020
Q1 		$17.7M Sell
71,075
-136,900
-66% -$37.7M 1.07% 34
2019
Q4 		$61.1M Buy
207,975
+6,833
+3% +$1.79M 2.52% 10
2019
Q3 		$43.7M Buy
201,142
+1,200
+0.6% +$290K 1.96% 22
2019
Q2 		$48.8M Hold
199,942
– – 2.06% 12
2019
Q1 		$49.4M Buy
199,942
+1,600
+0.8% +$408K 2.06% 11
2018
Q4 		$49.4M Sell
198,342
-2,400
-1% -$634K 2.26% 9
2018
Q3 		$53.4M Buy
200,742
+9,987
+5% +$2.6M 2.33% 9
2018
Q2 		$46.8M Sell
190,755
-102,000
-35% -$24.5M 2.16% 10
2018
Q1 		$62.6M Buy
292,755
+37,800
+15% +$8.63M 2.31% 14
2017
Q4 		$56.2M Buy
254,955
+6,300
+3% +$1.34M 2.63% 8
2017
Q3 		$48.7M Buy
248,655
+15,300
+7% +$2.96M 2.72% 7
2017
Q2 		$43.3M Buy
233,355
+23,400
+11% +$4.1M 2.55% 8
2017
Q1 		$34.4M Buy
209,955
+175
+0.1% +$28.7K 2.45% 9
2016
Q4 		$33.6M Buy
209,780
+39,884
+23% +$5.96M 2.17% 12
2016
Q3 		$23.8M Buy
169,896
+500
+0.3% +$70K 1.85% 10
2016
Q2 		$23.9M Buy
169,396
+500
+0.3% +$66.7K 2.08% 10
2016
Q1 		$22.2M Buy
168,896
+16,420
+11% +$1.94M 1.91% 10
2015
Q4 		$17.9M Buy
152,476
+18,454
+14% +$2.16M 1.82% 11
2015
Q3 		$15.5M Buy
134,022
+8,800
+7% +$1.05M 1.88% 8
2015
Q2 		$15.3M Hold
125,222
– – 1.87% 9
2015
Q1 		$14.8M Sell
125,222
-7,700
-6% -$855K 2.07% 8
2014
Q4 		$13.4M Buy
+132,922
New +$12.6M 2.25% 8

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

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

Polaris Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 44,712 shares — an estimated $14.8M sold.

Polaris Capital Management first reported a position in UNH in Q4 2014 and held it in 45 quarters. The position peaked at $62.6M in Q1 2018. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Polaris Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Polaris Capital Management sold 44,712 UnitedHealth shares in Q1 2026, an estimated $14.8M.
  • Polaris Capital Management first reported a position in UnitedHealth in Q4 2014 and held it in 45 quarters.
  • Polaris Capital Management's UnitedHealth position peaked at $62.6M in Q1 2018.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Polaris Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.