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Warwick Investment Management’s UnitedHealth UNH Stock Holding History

Warwick Investment 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 		$436K Buy
1,048
+176
+20% +$65.2K 0.05% 87
2026
Q1 		$236K Sell
872
-142
-14% -$42.3K 0.03% 118
2025
Q4 		$335K Buy
1,014
+134
+15% +$45.4K 0.05% 105
2025
Q3 		$304K Buy
880
+138
+19% +$41.7K 0.05% 112
2025
Q2 		$231K Buy
742
+150
+25% +$57.3K 0.04% 110
2025
Q1 		$310K Buy
592
+24
+4% +$12.3K 0.06% 86
2024
Q4 		$287K Sell
568
-34
-6% -$19.3K 0.06% 76
2024
Q3 		$352K Buy
602
+71
+13% +$40.2K 0.08% 60
2024
Q2 		$270K Buy
+531
New +$260K 0.06% 82

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

Warwick Investment Management's UNH Position: Q2 2026 in Review

Warwick Investment Management increased its UnitedHealth (UNH) stake by 20% in Q2 2026, buying an estimated $65.2K and bringing the position to 1,048 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #87.

Warwick Investment Management first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Warwick Investment Management held 1,048 shares of UnitedHealth worth $436K as of Q2 2026.
  • Warwick Investment Management bought 176 UnitedHealth shares in Q2 2026, an estimated $65.2K.
  • UnitedHealth made up 0.05% of Warwick Investment Management's portfolio in Q2 2026, its #87 holding.
  • Warwick Investment Management first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.