PCM
UNH icon

Polymer Capital Management’s UnitedHealth UNH Stock Holding History

Polymer 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 		$243K Sell
585
-311
-35% -$115K 0.03% 544
2026
Q1 		$242K Sell
896
-127
-12% -$37.8K 0.02% 693
2025
Q4 		$338K Sell
1,023
-392
-28% -$133K 0.04% 609
2025
Q3 		$489K Buy
+1,415
New +$428K 0.05% 434

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Polymer Capital Management reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $115K and leaving 585 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #544.

Polymer Capital Management first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $489K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Polymer Capital Management held 585 shares of UnitedHealth worth $243K as of Q2 2026.
  • Polymer Capital Management sold 311 UnitedHealth shares in Q2 2026, an estimated $115K.
  • UnitedHealth made up 0.03% of Polymer Capital Management's portfolio in Q2 2026, its #544 holding.
  • Polymer Capital Management first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's UnitedHealth position peaked at $489K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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