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Route One Investment Company’s UnitedHealth UNH Stock Holding History

Route One Investment Company’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 		$203M Sell
487,725
-45,150
-8% -$16.7M 8.14% 5
2026
Q1 		$144M Buy
532,875
+25,575
+5% +$7.62M 6.14% 7
2025
Q4 		$167M Hold
507,300
– – 6.22% 8
2025
Q3 		$175M Buy
507,300
+37,000
+8% +$11.2M 6.48% 8
2025
Q2 		$147M Buy
470,300
+34,700
+8% +$13.3M 6.42% 6
2025
Q1 		$228M Hold
435,600
– – 9.51% 5
2024
Q4 		$220M Hold
435,600
– – 8.61% 5
2024
Q3 		$255M Hold
435,600
– – 8.93% 4
2024
Q2 		$222M Buy
435,600
+52,350
+14% +$25.7M 7.68% 4
2024
Q1 		$190M Buy
383,250
+99,850
+35% +$50.8M 6.91% 4
2023
Q4 		$149M Hold
283,400
– – 3.02% 12
2023
Q3 		$143M Buy
283,400
+64,150
+29% +$31.6M 4.91% 12
2023
Q2 		$105M Hold
219,250
– – 3.72% 13
2023
Q1 		$104M Sell
219,250
-53,250
-20% -$25.7M 3.85% 12
2022
Q4 		$144M Sell
272,500
-62,400
-19% -$33.1M 6.54% 7
2022
Q3 		$169M Sell
334,900
-39,350
-11% -$20.7M 6.4% 7
2022
Q2 		$192M Sell
374,250
-141,250
-27% -$70.9M 6.96% 5
2022
Q1 		$263M Sell
515,500
-161,350
-24% -$77.8M 8.19% 5
2021
Q4 		$340M Sell
676,850
-157,000
-19% -$71.1M 7.54% 5
2021
Q3 		$326M Hold
833,850
– – 8.38% 4
2021
Q2 		$334M Sell
833,850
-120,300
-13% -$48M 8.03% 4
2021
Q1 		$355M Sell
954,150
-72,000
-7% -$24.9M 8.95% 3
2020
Q4 		$360M Sell
1,026,150
-203,250
-17% -$68.1M 10.12% 3
2020
Q3 		$383M Sell
1,229,400
-63,500
-5% -$19.5M 10.06% 3
2020
Q2 		$381M Sell
1,292,900
-55,500
-4% -$15.9M 10.88% 3
2020
Q1 		$336M Buy
1,348,400
+305,200
+29% +$84M 11.02% 3
2019
Q4 		$307M Hold
1,043,200
– – 8.66% 4
2019
Q3 		$227M Buy
1,043,200
+120,200
+13% +$29M 6.84% 7
2019
Q2 		$225M Buy
+923,000
New +$222M 6.9% 7

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
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

Route One Investment Company's UNH Position: Q2 2026 in Review

Route One Investment Company reduced its UnitedHealth (UNH) stake by 8.5% in Q2 2026, selling an estimated $16.7M and leaving 487,725 shares worth $203M. The position accounts for 8.14% of the portfolio, ranked #5.

Route One Investment Company first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $383M in Q3 2020. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Route One Investment Company held 487,725 shares of UnitedHealth worth $203M as of Q2 2026.
  • Route One Investment Company sold 45,150 UnitedHealth shares in Q2 2026, an estimated $16.7M.
  • UnitedHealth made up 8.14% of Route One Investment Company's portfolio in Q2 2026, its #5 holding.
  • Route One Investment Company first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Route One Investment Company's UnitedHealth position peaked at $383M in Q3 2020.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.