VVP
UNH icon

Vulcan Value Partners’s UnitedHealth UNH Stock Holding History

Vulcan Value Partners’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 		$247M Sell
912,674
-170,593
-16% -$50.8M 6.55% 4
2025
Q4 		$358M Sell
1,083,267
-115,071
-10% -$39M 6.45% 5
2025
Q3 		$414M Sell
1,198,338
-24,487
-2% -$7.41M 7.5% 3
2025
Q2 		$395M Buy
1,222,825
+1,069,239
+696% +$409M 6.97% 4
2025
Q1 		$80.4M Buy
153,586
+40,097
+35% +$20.5M 1.51% 21
2024
Q4 		$57.4M Buy
+113,489
New +$64.5M 0.96% 23
2024
Q3 		– Sell
-167,470
Closed -$85.1M – 46
2024
Q2 		$85.1M Sell
167,470
-11,771
-7% -$5.77M 1.3% 23
2024
Q1 		$88.6M Buy
179,241
+73,997
+70% +$37.6M 1.29% 22
2023
Q4 		$55.5M Sell
105,244
-18,437
-15% -$9.83M 0.81% 30
2023
Q3 		$62.4M Buy
+123,681
New +$60.9M 0.95% 27
2020
Q1 		– Sell
-651
Closed -$191K – 53
2019
Q4 		$191K Buy
+651
New +$170K ﹤0.01% 51
2017
Q3 		– Sell
-579,873
Closed -$108M – 54
2017
Q2 		$108M Sell
579,873
-11,498
-2% -$2.02M 0.96% 30
2017
Q1 		$97M Sell
591,371
-6,123
-1% -$1M 0.84% 37
2016
Q4 		$95.6M Sell
597,494
-331,937
-36% -$49.6M 0.85% 34
2016
Q3 		$130M Buy
+929,431
New +$130M 1.2% 28

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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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