Here’s Why UnitedHealth (UNH) Slid in Q1
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 8,785,300 | $2,377,214,327 | -9% | 0.38% | |
| 2. | 7,436,700 | $2,012,296,653 | -22% | 0.33% | |
| 3. | Eagle Capital Management Boykin Curry | 5,859,325 | $1,585,474,628 | +3% | 5.32% |
| 4. | Fisher Asset Management Ken Fisher | 5,237,701 | $1,417,269,746 | -2% | 0.48% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,425,381 | $926,873,845 | -8% | 0.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $291.12 | 17,175 | $4,999,919.02 | 203,796 | 2025-05-16 | Filing | |
| $288.57 | 86,700 | $25,019,019.00 | 679,493 | 2025-05-16 | Filing | |
| $320.80 | 1,533 | $491,786.40 | 6,033 | 2025-05-14 | Filing | |
| $271.17 | 3,700 | $1,003,329.00 | 3,818 | 2025-05-15 | Filing | |
| $312.16 | 300 | $93,646.89 | 6,063 | 2025-05-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $355.00 | 800 | $284,000.00 | 17,805 | 2026-04-23 | Filing | |
| $356.05 | 27 | $9,613.35 | 0 | 2025-09-11 | Filing | |
| $305.00 | 589 | $179,645.00 | 10,398 | 2025-06-10 | Filing | |
| $626.23 | 701 | $438,987.23 | 7,105 | 2024-11-11 | Filing | |
| $569.88 | 2,851 | $1,624,734.15 | 29,501 | 2024-07-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 73,467,531 | $19,879,579,128 | 0.35% | |
| 2. | 58,870,777 | $15,929,843,548 | 0.39% | |
| 3. | 45,332,186 | $12,266,436,210 | 0.42% | |
| 4. | 27,783,415 | $7,517,089,294 | 1.03% | |
| 5. | 24,036,504 | $6,504,037,617 | 0.33% |