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Xponance’s UnitedHealth UNH Stock Holding History

Xponance’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 		$46M Buy
169,906
+21,957
+15% +$6.54M 0.33% 40
2025
Q4 		$48.8M Buy
147,949
+9,293
+7% +$3.15M 0.37% 33
2025
Q3 		$47.9M Sell
138,656
-6,730
-5% -$2.04M 0.38% 31
2025
Q2 		$45.4M Sell
145,386
-6,308
-4% -$2.41M 0.38% 34
2025
Q1 		$79.4M Buy
151,694
+5,918
+4% +$3.03M 0.77% 18
2024
Q4 		$73.7M Buy
145,776
+3,470
+2% +$1.97M 0.67% 18
2024
Q3 		$83.2M Buy
142,306
+1,940
+1% +$1.1M 0.8% 17
2024
Q2 		$71.5M Sell
140,366
-65,816
-32% -$32.3M 0.73% 18
2024
Q1 		$102M Buy
206,182
+4,276
+2% +$2.17M 1.07% 12
2023
Q4 		$106M Buy
201,906
+8,226
+4% +$4.39M 1.27% 11
2023
Q3 		$97.7M Sell
193,680
-4,513
-2% -$2.22M 1.33% 10
2023
Q2 		$95.3M Sell
198,193
-5,879
-3% -$2.87M 1.27% 9
2023
Q1 		$96.4M Buy
204,072
+3,077
+2% +$1.48M 1.41% 8
2022
Q4 		$107M Buy
200,995
+17,388
+9% +$9.21M 1.73% 5
2022
Q3 		$92.7M Buy
183,607
+18,046
+11% +$9.49M 1.78% 7
2022
Q2 		$85M Buy
165,561
+79,885
+93% +$40.1M 1.71% 7
2022
Q1 		$43.7M Buy
85,676
+1,712
+2% +$826K 0.73% 17
2021
Q4 		$42.2M Buy
83,964
+4,196
+5% +$1.9M 0.66% 20
2021
Q3 		$31.2M Sell
79,768
-4,726
-6% -$1.96M 0.59% 22
2021
Q2 		$33.8M Sell
84,494
-71,970
-46% -$28.7M 0.62% 20
2021
Q1 		$58.2M Sell
156,464
-521
-0.3% -$181K 1.23% 9
2020
Q4 		$55.1M Buy
156,985
+880
+0.6% +$295K 1.2% 11
2020
Q3 		$48.7M Sell
156,105
-7,550
-5% -$2.32M 1.2% 9
2020
Q2 		$48.3M Buy
+163,655
New +$46.9M 1.25% 9

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Xponance's UNH Position: Q1 2026 in Review

Xponance increased its UnitedHealth (UNH) stake by 15% in Q1 2026, buying an estimated $6.54M and bringing the position to 169,906 shares worth $46M. The position accounts for 0.33% of the portfolio, ranked #40.

Xponance first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $107M in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Xponance held 169,906 shares of UnitedHealth worth $46M as of Q1 2026.
  • Xponance bought 21,957 UnitedHealth shares in Q1 2026, an estimated $6.54M.
  • UnitedHealth made up 0.33% of Xponance's portfolio in Q1 2026, its #40 holding.
  • Xponance first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Xponance's UnitedHealth position peaked at $107M in Q4 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.