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Wedge Capital Management’s UnitedHealth UNH Stock Holding History

Wedge 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 		$573K Sell
1,378
-13,450
-91% -$4.99M 0.01% 437
2026
Q1 		$4.01M Sell
14,828
-3,817
-20% -$1.14M 0.07% 230
2025
Q4 		$6.15M Sell
18,645
-6,786
-27% -$2.3M 0.11% 189
2025
Q3 		$8.78M Buy
25,431
+972
+4% +$294K 0.15% 168
2025
Q2 		$7.63M Buy
24,459
+3,998
+20% +$1.53M 0.14% 162
2025
Q1 		$10.7M Buy
20,461
+1,997
+11% +$1.02M 0.21% 124
2024
Q4 		$9.34M Sell
18,464
-94
-0.5% -$53.4K 0.17% 154
2024
Q3 		$10.9M Sell
18,558
-2,590
-12% -$1.46M 0.19% 150
2024
Q2 		$10.8M Buy
21,148
+1,367
+7% +$670K 0.19% 139
2024
Q1 		$9.79M Buy
19,781
+5,290
+37% +$2.69M 0.16% 158
2023
Q4 		$7.63M Sell
14,491
-2,904
-17% -$1.55M 0.14% 179
2023
Q3 		$8.77M Sell
17,395
-1,175
-6% -$578K 0.17% 157
2023
Q2 		$8.93M Sell
18,570
-261
-1% -$128K 0.14% 206
2023
Q1 		$8.9M Buy
18,831
+5,394
+40% +$2.6M 0.15% 199
2022
Q4 		$7.12M Buy
13,437
+69
+0.5% +$36.5K 0.11% 224
2022
Q3 		$6.75M Sell
13,368
-1,813
-12% -$953K 0.11% 221
2022
Q2 		$7.8M Sell
15,181
-1,827
-11% -$918K 0.12% 230
2022
Q1 		$8.67M Buy
17,008
+83
+0.5% +$40K 0.12% 233
2021
Q4 		$8.5M Sell
16,925
-5,681
-25% -$2.57M 0.11% 255
2021
Q3 		$8.83M Buy
22,606
+969
+4% +$401K 0.11% 238
2021
Q2 		$8.66M Sell
21,637
-964
-4% -$384K 0.11% 251
2021
Q1 		$8.41M Buy
22,601
+423
+2% +$147K 0.1% 253
2020
Q4 		$7.78M Sell
22,178
-25
-0.1% -$8.38K 0.09% 248
2020
Q3 		$6.92M Sell
22,203
-2,110
-9% -$648K 0.09% 228
2020
Q2 		$7.17M Buy
24,313
+4,458
+22% +$1.28M 0.1% 219
2020
Q1 		$4.95M Buy
19,855
+83
+0.4% +$22.8K 0.09% 240
2019
Q4 		$5.81M Sell
19,772
-3,912
-17% -$1.02M 0.06% 263
2019
Q3 		$5.15M Buy
23,684
+9,453
+66% +$2.28M 0.06% 255
2019
Q2 		$3.47M Sell
14,231
-29,329
-67% -$7.05M 0.04% 269
2019
Q1 		$10.8M Buy
43,560
+390
+0.9% +$99.5K 0.12% 214
2018
Q4 		$10.8M Sell
43,170
-2,136
-5% -$564K 0.13% 217
2018
Q3 		$12.1M Sell
45,306
-7,003
-13% -$1.82M 0.12% 233
2018
Q2 		$12.8M Sell
52,309
-13,736
-21% -$3.3M 0.13% 217
2018
Q1 		$14.1M Buy
66,045
+13,651
+26% +$3.12M 0.14% 213
2017
Q4 		$11.6M Sell
52,394
-224,499
-81% -$47.6M 0.1% 237
2017
Q3 		$54.2M Sell
276,893
-24,915
-8% -$4.81M 0.5% 48
2017
Q2 		$56M Sell
301,808
-60,215
-17% -$10.6M 0.54% 52
2017
Q1 		$59.4M Sell
362,023
-65,261
-15% -$10.7M 0.57% 50
2016
Q4 		$68.4M Sell
427,284
-46,337
-10% -$6.92M 0.66% 37
2016
Q3 		$66.3M Buy
473,621
+34,007
+8% +$4.76M 0.67% 40
2016
Q2 		$62.1M Buy
439,614
+16,765
+4% +$2.24M 0.64% 44
2016
Q1 		$54.5M Sell
422,849
-11,967
-3% -$1.42M 0.57% 50
2015
Q4 		$51.2M Buy
434,816
+3,377
+0.8% +$395K 0.54% 41
2015
Q3 		$50.1M Sell
431,439
-32,450
-7% -$3.88M 0.53% 44
2015
Q2 		$56.6M Sell
463,889
-112,442
-20% -$13.3M 0.55% 46
2015
Q1 		$68.2M Sell
576,331
-53,925
-9% -$5.99M 0.68% 33
2014
Q4 		$63.7M Sell
630,256
-1,632
-0.3% -$155K 0.64% 34
2014
Q3 		$54.5M Sell
631,888
-133,795
-17% -$11.3M 0.58% 39
2014
Q2 		$62.6M Sell
765,683
-34,720
-4% -$2.73M 0.64% 35
2014
Q1 		$65.6M Sell
800,403
-16,382
-2% -$1.23M 0.69% 33
2013
Q4 		$61.5M Buy
816,785
+115,603
+16% +$8.3M 0.65% 37
2013
Q3 		$50.2M Buy
701,182
+512,712
+272% +$36.7M 0.58% 51
2013
Q2 		$12.3M Buy
+188,470
New +$11.7M 0.15% 207

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wedge Capital Management's UNH Position: Q2 2026 in Review

Wedge Capital Management reduced its UnitedHealth (UNH) stake by 91% in Q2 2026, selling an estimated $4.99M and leaving 1,378 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #437.

Wedge Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $68.4M in Q4 2016. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wedge Capital Management held 1,378 shares of UnitedHealth worth $573K as of Q2 2026.
  • Wedge Capital Management sold 13,450 UnitedHealth shares in Q2 2026, an estimated $4.99M.
  • UnitedHealth made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #437 holding.
  • Wedge Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's UnitedHealth position peaked at $68.4M in Q4 2016.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.