Y-Intercept (HK)’s UnitedHealth UNH Stock Holding History

Y-Intercept (HK)’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 Q3	$547K	Sell	1,491 -33,518	-96%	-$13.5M	0.01%	1261
2026 Q2	$14.6M	Buy	+35,009	New	+$13M	0.29%	43
2026 Q1	–	Sell	-27,100	Closed	-$8.95M	–	2076
2025 Q4	$8.95M	Buy	+27,100	New	+$9.18M	0.2%	86
2025 Q3	–	Sell	-99,543	Closed	-$31.1M	–	2068
2025 Q2	$31.1M	Buy	99,543 +98,932	+16,192%	+$37.8M	0.76%	2
2025 Q1	$320K	Sell	611 -7,841	-93%	-$4.01M	0.02%	886
2024 Q4	$4.28M	Buy	8,452 +2,483	+42%	+$1.41M	0.29%	68
2024 Q3	$3.49M	Sell	5,969 -14,944	-71%	-$8.45M	0.21%	95
2024 Q2	$10.7M	Buy	+20,913	New	+$10.3M	0.58%	12
2024 Q1	–	Sell	-891	Closed	-$469K	–	1779
2023 Q4	$469K	Buy	+891	New	+$475K	0.04%	628
2023 Q3	–	Sell	-6,031	Closed	-$2.9M	–	1631
2023 Q2	$2.9M	Buy	+6,031	New	+$2.95M	0.31%	58
2022 Q4	–	Sell	-2,535	Closed	-$1.28M	–	1364
2022 Q3	$1.28M	Buy	+2,535	New	+$1.33M	0.13%	239
2021 Q3	–	Sell	-11,088	Closed	-$4.44M	–	922
2021 Q2	$4.44M	Buy	11,088 +6,531	+143%	+$2.6M	1.13%	6
2021 Q1	$1.7M	Buy	+4,557	New	+$1.58M	0.46%	38

Other funds holding UNH

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Y-Intercept (HK)'s UNH Position: Q3 2026 in Review

Y-Intercept (HK) reduced its UnitedHealth (UNH) stake by 96% in Q3 2026, selling an estimated $13.5M and leaving 1,491 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #1261.

Y-Intercept (HK) first reported a position in UNH in Q1 2021 and has held it in 13 quarters since. The position peaked at $31.1M in Q2 2025. 2,416 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Y-Intercept (HK) held 1,491 shares of UnitedHealth worth $547K as of Q3 2026.
Y-Intercept (HK) sold 33,518 UnitedHealth shares in Q3 2026, an estimated $13.5M.
UnitedHealth made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1261 holding.
Y-Intercept (HK) first reported a position in UnitedHealth in Q1 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s UnitedHealth position peaked at $31.1M in Q2 2025.
2,416 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.