Skip to content
DISCOUNT! Back-to-Work Campaign: 50% off Yearly plans through September. Use code YEAR50

Vulcan Value Partners reduced its UNH position by 93%, from 6.55% to 0.85% of the portfolio.

Now holds 67,309 shares worth $27.98M.
Published · Based on SEC filings

High impact
Major trim
2026 Q2

UnitedHealth Group Incorporated (UNH) fell to 0.85% of the Vulcan Value Partners portfolio in 2026 Q2, from 6.55%, according to the 13F-HR filed with the SEC on August 10, 2026. The share count dropped 93% to 67.3K shares, and the position is worth about $28M and ranks 21st of 36 stocks by weight.

What did the 2026 Q2 filing report for UNH?

As of June 30, 2026, from the 13F-HR filed August 10, 2026.

Before After
Shares 913K 67.3K
Shares sold -845K (93%)
Reported value $247M $28M
Portfolio weight 6.55% 0.85%
Rank in portfolio 21st of 36

How much did Vulcan Value Partners cut UNH?

Vulcan Value Partners sold 845K shares of UNH during 2026 Q2, cutting the stake from 913K to 67.3K. The reported value of the position fell by about $219M, from about $247M to about $28M.

Where does UNH sit in the Vulcan Value Partners portfolio?

UNH ranks 21st of 36 stock positions in the Vulcan Value Partners portfolio at 0.85%, below the fund's average stock position of 3%. The largest stock position is EG at 11.28%. Next come MSFT at 11.21% and RYAN at 9.09%. The three largest stocks together are 31.58% of the book. The UNH cut was the largest of the quarter's 37 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Vulcan Value Partners reported 36 stock positions, with 4 opened and 1 closed. The total portfolio value is about $3.3B, down 13% from the prior quarter.

Vulcan Value Partners buys and sells, 2026 Q2

How long has Vulcan Value Partners held UNH?

Vulcan Value Partners first reported UNH in the quarter ended September 30, 2016. The fund sold out of the name in 2024 Q3 and came back in 2024 Q4. The weight peaked at 7.5% in 2025 Q3. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 16%. Every reported trade is on the Vulcan Value Partners UNH trade history page.

Vulcan Value Partners shares of UNH by quarter

Did other funds buy or sell UNH in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 10, 2026, 17 hold UNH. Of those, 3 added to the position this quarter and 10 trimmed 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 Vulcan Value Partners sell in 2026 Q2?

Vulcan Value Partners sold 845K shares of UNH, 93% of the position, leaving 67.3K shares.

What remains of the UNH position of Vulcan Value Partners?

Vulcan Value Partners still holds 67.3K shares of UNH, worth about $28M at June 30, 2026 prices.

How much of the Vulcan Value Partners portfolio is UNH now?

UNH is 0.85% of the Vulcan Value Partners portfolio, down from 6.55% a quarter earlier.

Did other funds trim UNH in 2026 Q2?

Among the 17 other tracked funds that hold UNH, 10 trimmed it in 2026 Q2 and 3 added to it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst