11
UNH
UNITEDHEALTH GROUP INC · Financials
Consensus score 11/100 · #52 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+1.5%
21-day momentum
+5.2%
recent volume
1.30×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+7.3%
30-wk MA slope
+3.6%
rel. strength
+7.5
52-wk range
68%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
11
tracked managers
New this Q
1
opened a position
Avg weight
3.1%
of their portfolios
Combined value
$4.19B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 14.9% | $634M | TRIM |
| Eagle Capital Quality value | 7.3% | $2.40B | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 4.6% | $293M | TRIM |
| Smead Capital Concentrated | 2.9% | $136M | TRIM |
| Davis Advisors Concentrated | 2.3% | $530M | ADD |
| Yacktman Asset Management Quality value | 0.9% | $71M | ADD |
| Tiger Global Management Concentrated | 0.5% | $124M | TRIM |
| Hound Partners Concentrated | 0.1% | $1M | TRIM |
| Tweedy Browne Graham/global value | 0.1% | $2M | ADD |
| Horizon Kinetics Franchise/inflation | 0.0% | $725K | ADD |
| Brave Warrior Concentrated | 0.0% | $207K | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.