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Westerkirk Capital’s UnitedHealth UNH Stock Holding History

Westerkirk Capital’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 		$8.8M Sell
21,165
-3,322
-14% -$1.23M 0.85% 23
2026
Q1 		$6.63M Sell
24,487
-347
-1% -$103K 0.71% 32
2025
Q4 		$8.2M Buy
24,834
+2,140
+9% +$725K 0.8% 27
2025
Q3 		$7.84M Sell
22,694
-874
-4% -$264K 0.9% 21
2025
Q2 		$7.35M Buy
+23,568
New +$9.01M 0.91% 21

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

Westerkirk Capital's UNH Position: Q2 2026 in Review

Westerkirk Capital reduced its UnitedHealth (UNH) stake by 14% in Q2 2026, selling an estimated $1.23M and leaving 21,165 shares worth $8.8M. The position accounts for 0.85% of the portfolio, ranked #23.

Westerkirk Capital first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Westerkirk Capital held 21,165 shares of UnitedHealth worth $8.8M as of Q2 2026.
  • Westerkirk Capital sold 3,322 UnitedHealth shares in Q2 2026, an estimated $1.23M.
  • UnitedHealth made up 0.85% of Westerkirk Capital's portfolio in Q2 2026, its #23 holding.
  • Westerkirk Capital first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.