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Port Capital’s UnitedHealth UNH Stock Holding History

Port Capital’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
-30,394
Closed -$10M – 86
2025
Q4 		$10M Sell
30,394
-52,265
-63% -$17.7M 0.43% 38
2025
Q3 		$28.5M Sell
82,659
-2,470
-3% -$747K 1.19% 32
2025
Q2 		$26.6M Buy
85,129
+12,997
+18% +$4.97M 1.13% 33
2025
Q1 		$37.8M Sell
72,132
-660
-0.9% -$337K 1.71% 27
2024
Q4 		$36.8M Buy
72,792
+1,174
+2% +$667K 1.68% 27
2024
Q3 		$41.9M Buy
71,618
+1,103
+2% +$624K 1.88% 24
2024
Q2 		$35.9M Buy
70,515
+3,480
+5% +$1.71M 1.8% 26
2024
Q1 		$33.2M Sell
67,035
-2,374
-3% -$1.21M 1.66% 28
2023
Q4 		$36.5M Buy
69,409
+416
+0.6% +$222K 2.04% 23
2023
Q3 		$34.8M Buy
68,993
+1
+0% +$492 2.17% 22
2023
Q2 		$33.2M Buy
68,992
+9,740
+16% +$4.76M 2% 22
2023
Q1 		$28M Buy
59,252
+8,483
+17% +$4.09M 1.82% 25
2022
Q4 		$26.9M Buy
50,769
+9,500
+23% +$5.03M 1.95% 24
2022
Q3 		$20.8M Buy
41,269
+3,602
+10% +$1.89M 1.69% 27
2022
Q2 		$19.3M Buy
37,667
+7,929
+27% +$3.98M 1.52% 29
2022
Q1 		$15.2M Buy
+29,738
New +$14.3M 1.05% 33
2019
Q4 		– Sell
-1,681
Closed -$365K – 120
2019
Q3 		$365K Buy
1,681
+40
+2% +$9.65K 0.04% 95
2019
Q2 		$400K Hold
1,641
– – 0.05% 93
2019
Q1 		$406K Sell
1,641
-3,078
-65% -$785K 0.05% 93
2018
Q4 		$1.18M Sell
4,719
-4,340
-48% -$1.15M 0.18% 57
2018
Q3 		$2.41M Buy
9,059
+202
+2% +$52.5K 0.29% 67
2018
Q2 		$2.17M Buy
8,857
+105
+1% +$25.2K 0.28% 66
2018
Q1 		$1.87M Sell
8,752
-56
-0.6% -$12.8K 0.26% 70
2017
Q4 		$1.94M Buy
+8,808
New +$1.87M 0.27% 72

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

Port Capital's UNH Position: Q1 2026 in Review

Port Capital sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 30,394 shares — an estimated $10M sold.

Port Capital first reported a position in UNH in Q4 2017 and held it in 24 quarters. The position peaked at $41.9M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Port Capital reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Port Capital sold 30,394 UnitedHealth shares in Q1 2026, an estimated $10M.
  • Port Capital first reported a position in UnitedHealth in Q4 2017 and held it in 24 quarters.
  • Port Capital's UnitedHealth position peaked at $41.9M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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