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Smead Capital Management’s UnitedHealth UNH Stock Holding History

Smead 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 		$93.9M Buy
347,102
+38,379
+12% +$11.4M 2.04% 22
2025
Q4 		$102M Sell
308,723
-21,395
-6% -$7.25M 2.11% 23
2025
Q3 		$114M Buy
330,118
+77,680
+31% +$23.5M 2.2% 22
2025
Q2 		$78.8M Buy
+252,438
New +$96.5M 1.58% 24

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

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

Smead Capital Management increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $11.4M and bringing the position to 347,102 shares worth $93.9M. The position accounts for 2.04% of the portfolio, ranked #22.

Smead Capital Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $114M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Smead Capital Management held 347,102 shares of UnitedHealth worth $93.9M as of Q1 2026.
  • Smead Capital Management bought 38,379 UnitedHealth shares in Q1 2026, an estimated $11.4M.
  • UnitedHealth made up 2.04% of Smead Capital Management's portfolio in Q1 2026, its #22 holding.
  • Smead Capital Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Smead Capital Management's UnitedHealth position peaked at $114M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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