11
UNH
UNITEDHEALTH GROUP INC · Financials
Consensus score 11/100 · #40 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+6.9%
21-day momentum
+2.8%
recent volume
0.73×
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
+25.5%
30-wk MA slope
+3.9%
rel. strength
+12.7
52-wk range
95%
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
2.2%
of their portfolios
Combined value
$2.87B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Marshfield Associates Concentrated | 10.2% | $512M | ADD |
| Eagle Capital Quality value | 5.3% | $1.59B | ADD |
| Ruane Cunniff / Sequoia Quality compounder | 3.3% | $197M | TRIM |
| Smead Capital Concentrated | 2.0% | $94M | ADD |
| Davis Advisors Concentrated | 1.5% | $338M | TRIM |
| Yacktman Asset Management Quality value | 0.6% | $46M | ADD |
| Tiger Global Management Concentrated | 0.4% | $95M | TRIM |
| Hound Partners Concentrated | 0.2% | $1M | NEW |
| Tweedy Browne Graham/global value | 0.1% | $992K | ADD |
| Markel Group Concentrated | 0.0% | $5M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $459K | ADD |
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.