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Ruane, Cunniff & Goldfarb’s UnitedHealth UNH Stock Holding History

Ruane, Cunniff & Goldfarb’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 		$197M Sell
728,407
-17,592
-2% -$5.24M 3.27% 13
2025
Q4 		$246M Sell
745,999
-12,224
-2% -$4.14M 3.85% 12
2025
Q3 		$262M Sell
758,223
-5,216
-0.7% -$1.58M 4.34% 12
2025
Q2 		$238M Sell
763,439
-58,729
-7% -$22.4M 4.08% 11
2025
Q1 		$431M Sell
822,168
-15,828
-2% -$8.09M 7.82% 5
2024
Q4 		$424M Sell
837,996
-128,319
-13% -$72.9M 7.2% 5
2024
Q3 		$565M Sell
966,315
-17,511
-2% -$9.9M 8.84% 2
2024
Q2 		$501M Sell
983,826
-44,037
-4% -$21.6M 7.81% 6
2024
Q1 		$508M Sell
1,027,863
-41,556
-4% -$21.1M 7.89% 4
2023
Q4 		$563M Sell
1,069,419
-26,040
-2% -$13.9M 9% 3
2023
Q3 		$552M Sell
1,095,459
-33,171
-3% -$16.3M 9.17% 2
2023
Q2 		$542M Buy
1,128,630
+25,811
+2% +$12.6M 8.56% 2
2023
Q1 		$521M Sell
1,102,819
-26,803
-2% -$12.9M 8.52% 3
2022
Q4 		$599M Sell
1,129,622
-190,469
-14% -$101M 9.36% 3
2022
Q3 		$667M Sell
1,320,091
-21,404
-2% -$11.3M 9.9% 1
2022
Q2 		$689M Sell
1,341,495
-478,903
-26% -$241M 8.98% 1
2022
Q1 		$928M Sell
1,820,398
-50,296
-3% -$24.3M 9.14% 1
2021
Q4 		$939M Sell
1,870,694
-30,777
-2% -$13.9M 8.02% 1
2021
Q3 		$743M Sell
1,901,471
-27,567
-1% -$11.4M 6.68% 5
2021
Q2 		$772M Buy
1,929,038
+49,889
+3% +$19.9M 6.85% 3
2021
Q1 		$699M Buy
1,879,149
+41,532
+2% +$14.4M 6.57% 4
2020
Q4 		$644M Sell
1,837,617
-8,400
-0.5% -$2.82M 6.87% 2
2020
Q3 		$576M Buy
1,846,017
+412,062
+29% +$127M 6.85% 5
2020
Q2 		$423M Buy
1,433,955
+17,902
+1% +$5.13M 5.67% 6
2020
Q1 		$353M Buy
1,416,053
+1,056,896
+294% +$291M 5.66% 6
2019
Q4 		$106M Buy
+359,157
New +$94M 1.31% 20

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

Ruane, Cunniff & Goldfarb's UNH Position: Q1 2026 in Review

Ruane, Cunniff & Goldfarb reduced its UnitedHealth (UNH) stake by 2.4% in Q1 2026, selling an estimated $5.24M and leaving 728,407 shares worth $197M. The position accounts for 3.27% of the portfolio, ranked #13.

Ruane, Cunniff & Goldfarb first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $939M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ruane, Cunniff & Goldfarb held 728,407 shares of UnitedHealth worth $197M as of Q1 2026.
  • Ruane, Cunniff & Goldfarb sold 17,592 UnitedHealth shares in Q1 2026, an estimated $5.24M.
  • UnitedHealth made up 3.27% of Ruane, Cunniff & Goldfarb's portfolio in Q1 2026, its #13 holding.
  • Ruane, Cunniff & Goldfarb first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Ruane, Cunniff & Goldfarb's UnitedHealth position peaked at $939M in Q4 2021.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2026, filed 15 May 2026.