Question 1

How many shares of UNH does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 123,068 shares of UNH (UNITEDHEALTH GROUP INC).

Question 2

What is &PARTNERS's UNH position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's UNH position is worth $51.1M.

Question 3

Is &PARTNERS buying or selling UNH?

Accepted Answer

In 2026-Q2, &PARTNERS increased their UNH position (+18.0% change in shares).

Question 4

When did &PARTNERS first buy UNH?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in UNH in 2024-Q3. They have held the position across 24 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	123,068	+18.0%	$51.1M	0.2%	$415.63	41
2026-Q1	Decreased	104,316	-7.4%	$27.8M	0.1%	$289.21	0
2025-Q4	Increased	112,627	+4.0%	$36.1M	0.2%	$332.16	36
2025-Q3	Decreased	108,323	-18.8%	$37.3M	0.2%	$342.87	0
2025-Q2	Increased	133,418	+35.9%	$41.6M	0.3%	$305.12	45
2025-Q1	Decreased	98,181	-11.9%	$50.6M	0.5%	$505.79	0
2024-Q4	Increased	111,492	+72.0%	$57M	0.7%	$495.60	62
2024-Q3	Increased	64,825	+143.6%	$37.9M	0.7%	$565.70	66

UNHShowing 8 of 24 quarters

UNH
Showing 8 of 24 quarters