Polen Capital Management
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Polen Capital Management’s UnitedHealth UNH Stock Holding History

Polen 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
-1,197
Closed -$395K – 291
2025
Q4 		$395K Sell
1,197
-286
-19% -$96.9K ﹤0.01% 195
2025
Q3 		$512K Sell
1,483
-4,691
-76% -$1.42M ﹤0.01% 183
2025
Q2 		$1.93M Sell
6,174
-1,031,401
-99% -$394M 0.01% 80
2025
Q1 		$543M Sell
1,037,575
-88,018
-8% -$45M 1.71% 22
2024
Q4 		$569M Sell
1,125,593
-870,829
-44% -$495M 1.54% 21
2024
Q3 		$1.17B Sell
1,996,422
-252,630
-11% -$143M 3.01% 18
2024
Q2 		$1.15B Sell
2,249,052
-144,729
-6% -$70.9M 2.87% 15
2024
Q1 		$1.18B Sell
2,393,781
-41,293
-2% -$21M 2.73% 16
2023
Q4 		$1.28B Sell
2,435,074
-103,060
-4% -$55M 3.09% 13
2023
Q3 		$1.28B Sell
2,538,134
-118,140
-4% -$58.1M 3.37% 13
2023
Q2 		$1.28B Sell
2,656,274
-56,360
-2% -$27.6M 3.17% 14
2023
Q1 		$1.28B Sell
2,712,634
-13,041
-0.5% -$6.29M 3.38% 15
2022
Q4 		$1.45B Sell
2,725,675
-123,918
-4% -$65.6M 4.22% 12
2022
Q3 		$1.44B Sell
2,849,593
-67,080
-2% -$35.3M 4.02% 14
2022
Q2 		$1.5B Sell
2,916,673
-846,099
-22% -$425M 3.95% 11
2022
Q1 		$1.92B Sell
3,762,772
-114,675
-3% -$55.3M 3.74% 12
2021
Q4 		$1.95B Buy
3,877,447
+70,473
+2% +$31.9M 3.27% 14
2021
Q3 		$1.49B Buy
3,806,974
+70,893
+2% +$29.4M 2.73% 18
2021
Q2 		$1.5B Buy
3,736,081
+166,431
+5% +$66.4M 2.87% 16
2021
Q1 		$1.33B Buy
3,569,650
+95,941
+3% +$33.2M 2.99% 16
2020
Q4 		$1.22B Buy
3,473,709
+54,656
+2% +$18.3M 2.83% 17
2020
Q3 		$1.07B Buy
+3,419,053
New +$1.05B 2.85% 17

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Polen Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,197 shares — an estimated $395K sold.

Polen Capital Management first reported a position in UNH in Q3 2020 and held it in 22 quarters. The position peaked at $1.95B in Q4 2021. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Polen Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 1,197 UnitedHealth shares in Q1 2026, an estimated $395K.
  • Polen Capital Management first reported a position in UnitedHealth in Q3 2020 and held it in 22 quarters.
  • Polen Capital Management's UnitedHealth position peaked at $1.95B in Q4 2021.
  • 3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.