David Tepper's Appaloosa Management exited UnitedHealth Group Incorporated (UNH) during 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, selling all 90K shares. The position had been worth about $24.4M at the prior quarter-end and carried 0.41% of the book. UNH had been in the portfolio for about 9 years, since the quarter ended March 31, 2017.
What did the 2026 Q2 filing report for UNH?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 90K | 0 |
| Reported value | $24.4M | $0 |
| Portfolio weight | 0.41% | 0% |
| Held since | 2017 Q1 | sold out in 2026 Q2 |
| Quarters held | 37 |
What did David Tepper sell?
David Tepper sold 90K shares of UNH between the quarter ended March 31, 2026 and June 30, 2026. The UNH exit was the 26th largest of the quarter's 34 position changes by percent change to portfolio.
Where does UNH sit in the David Tepper portfolio?
Before the sale, UNH carried 0.41% of the David Tepper portfolio, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
How long has David Tepper held UNH?
David Tepper held UNH for about 9 years, from the quarter ended March 31, 2017 to March 31, 2026. The weight peaked at 11.85% in 2025 Q2. Last quarter the fund had already cut the position by 55%, so the exit finishes a two-quarter unwind. Every reported trade is on the David Tepper UNH trade history page.
Did other funds buy or sell UNH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 18 still hold UNH. One other tracked fund sold out of it this quarter as well. Meanwhile one opened it. The largest buyers of UNH this quarter were Donald Yacktman, Sarah Ketterer, Tweedy and Browne Co All Funds (US). The largest sellers were Dodge & Cox Stock Fund, Lewis Sanders and Eagle Capital Management. Every tracked holder of UNH is on the UNH ownership page.
FAQ
How many UNH shares did David Tepper sell?
David Tepper sold all 90K shares of UNH it reported a quarter earlier, worth about $24.4M.
When did David Tepper first buy UNH?
David Tepper first reported UNH in the quarter ended March 31, 2017.
How much of the David Tepper portfolio was UNH?
UNH was 0.41% of the David Tepper portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell UNH in 2026 Q2?
One other tracked fund sold out of UNH in 2026 Q2 and 11 trimmed it; 18 still hold it.