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Value Partners Investments’s UnitedHealth UNH Stock Holding History

Value Partners Investments’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 		$4.16M Sell
10,035
-2,084
-17% -$772K 0.29% 31
2026
Q1 		$3.28M Sell
12,119
-8,335
-41% -$2.48M 0.25% 41
2025
Q4 		$6.76M Sell
20,454
-1,931
-9% -$654K 0.52% 27
2025
Q3 		$7.73M Buy
22,385
+7,179
+47% +$2.17M 0.63% 25
2025
Q2 		$4.74M Buy
15,206
+4,089
+37% +$1.56M 0.37% 31
2025
Q1 		$5.83M Buy
11,117
+6,785
+157% +$3.47M 0.5% 28
2024
Q4 		$2.19M Sell
4,332
-7,434
-63% -$4.22M 1.24% 33
2024
Q3 		$6.89M Buy
11,766
+169
+1% +$95.6K 0.56% 25
2024
Q2 		$5.9M Buy
11,597
+75
+0.7% +$36.8K 0.51% 25
2024
Q1 		$5.69M Buy
11,522
+650
+6% +$330K 0.47% 24
2023
Q4 		$5.71M Sell
10,872
-1,366
-11% -$729K 0.46% 25
2023
Q3 		$6.18M Buy
12,238
+161
+1% +$79.2K 0.51% 23
2023
Q2 		$5.8M Buy
12,077
+48
+0.4% +$23.5K 0.47% 25
2023
Q1 		$5.68M Sell
12,029
-1,460
-11% -$705K 0.47% 22
2022
Q4 		$7.15M Buy
13,489
+165
+1% +$87.4K 0.62% 20
2022
Q3 		$6.74M Sell
13,324
-1,368
-9% -$719K 0.67% 19
2022
Q2 		$7.54M Sell
14,692
-1,337
-8% -$671K 0.7% 20
2022
Q1 		$8.17M Sell
16,029
-1,924
-11% -$928K 0.69% 19
2021
Q4 		$8.98M Sell
17,953
-13,477
-43% -$6.1M 0.73% 20
2021
Q3 		$12.2M Buy
31,430
+200
+0.6% +$82.8K 1.04% 21
2021
Q2 		$12.5M Sell
31,230
-1,940
-6% -$774K 1.02% 20
2021
Q1 		$12.3M Sell
33,170
-1,361
-4% -$472K 1.07% 21
2020
Q4 		$12.1M Sell
34,531
-5,630
-14% -$1.89M 1.07% 21
2020
Q3 		$12.5M Buy
40,161
+10,442
+35% +$3.21M 1.27% 18
2020
Q2 		$8.76M Buy
+29,719
New +$8.52M 0.9% 20

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

Value Partners Investments's UNH Position: Q2 2026 in Review

Value Partners Investments reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $772K and leaving 10,035 shares worth $4.16M. The position accounts for 0.29% of the portfolio, ranked #31.

Value Partners Investments first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.5M in Q3 2020. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Value Partners Investments held 10,035 shares of UnitedHealth worth $4.16M as of Q2 2026.
  • Value Partners Investments sold 2,084 UnitedHealth shares in Q2 2026, an estimated $772K.
  • UnitedHealth made up 0.29% of Value Partners Investments's portfolio in Q2 2026, its #31 holding.
  • Value Partners Investments first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Value Partners Investments's UnitedHealth position peaked at $12.5M in Q3 2020.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.