Waycross Partners’s UnitedHealth UNH Stock Holding History

Waycross 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
2025 Q4	–	Sell	-5,000	Closed	-$1.73M	–	98
2025 Q3	$1.73M	Hold	5,000	–	–	0.15%	51
2025 Q2	$1.56M	Sell	5,000 -28,795	-85%	-$11M	0.15%	50
2025 Q1	$17.7M	Buy	33,795 +6,001	+22%	+$3.07M	1.98%	24
2024 Q4	$14.1M	Buy	27,794 +658	+2%	+$374K	1.82%	26
2024 Q3	$15.9M	Buy	27,136 +3,449	+15%	+$1.95M	2.19%	22
2024 Q2	$12.1M	Buy	23,687 +19,687	+492%	+$9.65M	1.85%	25
2024 Q1	$1.98M	Hold	4,000	–	–	0.34%	46
2023 Q4	$2.11M	Hold	4,000	–	–	0.39%	46
2023 Q3	$2.02M	Hold	4,000	–	–	0.45%	40
2023 Q2	$1.92M	Hold	4,000	–	–	0.42%	43
2023 Q1	$1.89M	Hold	4,000	–	–	0.55%	43
2022 Q4	$2.12M	Sell	4,000 -500	-11%	-$265K	0.77%	39
2022 Q3	$2.27M	Hold	4,500	–	–	1.53%	23
2022 Q2	$2.31M	Hold	4,500	–	–	1.53%	23
2022 Q1	$2.29M	Hold	4,500	–	–	1.34%	30
2021 Q4	$2.26M	Hold	4,500	–	–	1.29%	30
2021 Q3	$1.76M	Hold	4,500	–	–	1.11%	37
2021 Q2	$1.8M	Hold	4,500	–	–	0.96%	34
2021 Q1	$1.67M	Buy	+4,500	New	+$1.56M	0.93%	35

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waycross Partners's UNH Position: Q4 2025 in Review

Waycross Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 5,000 shares — an estimated $1.73M sold.

Waycross Partners first reported a position in UNH in Q1 2021 and held it in 19 quarters. The position peaked at $17.7M in Q1 2025. 3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Waycross Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Waycross Partners sold 5,000 UnitedHealth shares in Q4 2025, an estimated $1.73M.
Waycross Partners first reported a position in UnitedHealth in Q1 2021 and held it in 19 quarters.
Waycross Partners's UnitedHealth position peaked at $17.7M in Q1 2025.
3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Waycross Partners's 13F filing for Q4 2025, filed 14 Jan 2026.