Sullivan Wood Capital Management’s UnitedHealth UNH Stock Holding History

Sullivan Wood 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	$2.85M	Sell	6,859 -2,872	-30%	-$1.06M	3.9%	5
2026 Q1	$2.63M	Buy	9,731 +915	+10%	+$272K	4.61%	6
2025 Q4	$2.91M	Buy	8,816 +2,945	+50%	+$998K	4.39%	6
2025 Q3	$2.03M	Buy	5,871 +4,437	+309%	+$1.34M	2.99%	6
2025 Q2	$447K	Buy	+1,434	New	+$548K	0.93%	15

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sullivan Wood Capital Management's UNH Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $1.06M and leaving 6,859 shares worth $2.85M. The position accounts for 3.9% of the portfolio, ranked #5.

Sullivan Wood Capital Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q4 2025. 3,362 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Sullivan Wood Capital Management held 6,859 shares of UnitedHealth worth $2.85M as of Q2 2026.
Sullivan Wood Capital Management sold 2,872 UnitedHealth shares in Q2 2026, an estimated $1.06M.
UnitedHealth made up 3.9% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #5 holding.
Sullivan Wood Capital Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
Sullivan Wood Capital Management's UnitedHealth position peaked at $2.91M in Q4 2025.
3,362 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.