Aberdeen Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229M | Buy |
845,099
+1,357
| +0.2% | +$404K | 0.37% | 44 |
|
|
2025
Q4 | $279M | Sell |
843,742
-87,866
| -9% | -$29.8M | 0.43% | 32 |
|
|
2025
Q3 | $320M | Sell |
931,608
-350,363
| -27% | -$106M | 0.51% | 26 |
|
|
2025
Q2 | $398M | Buy |
1,281,971
+104,795
| +9% | +$40.1M | 0.68% | 19 |
|
|
2025
Q1 | $617M | Buy |
1,177,176
+81,260
| +7% | +$41.5M | 1.2% | 11 |
|
|
2024
Q4 | $553M | Sell |
1,095,916
-31,131
| -3% | -$17.7M | 1.04% | 11 |
|
|
2024
Q3 | $656M | Sell |
1,127,047
-135,080
| -11% | -$76.4M | 1.2% | 10 |
|
|
2024
Q2 | $643M | Buy |
1,262,127
+28,967
| +2% | +$14.2M | 1.23% | 9 |
|
|
2024
Q1 | $610M | Buy |
1,233,160
+82,575
| +7% | +$42M | 1.2% | 10 |
|
|
2023
Q4 | $606M | Buy |
1,150,585
+9,989
| +0.9% | +$5.33M | 1.31% | 8 |
|
|
2023
Q3 | $575M | Sell |
1,140,596
-30,735
| -3% | -$15.1M | 1.47% | 7 |
|
|
2023
Q2 | $563M | Buy |
1,171,331
+63,985
| +6% | +$31.3M | 1.31% | 10 |
|
|
2023
Q1 | $523M | Buy |
1,107,346
+26,351
| +2% | +$12.7M | 1.31% | 9 |
|
|
2022
Q4 | $573M | Buy |
1,080,995
+143,403
| +15% | +$76M | 1.56% | 7 |
|
|
2022
Q3 | $474M | Sell |
937,592
-40,139
| -4% | -$21.1M | 1.41% | 6 |
|
|
2022
Q2 | $502M | Buy |
977,731
+30,218
| +3% | +$15.2M | 1.58% | 6 |
|
|
2022
Q1 | $494M | Sell |
947,513
-86,904
| -8% | -$41.9M | 1.26% | 8 |
|
|
2021
Q4 | $519M | Sell |
1,034,417
-108,037
| -9% | -$48.9M | 1.14% | 9 |
|
|
2021
Q3 | $449M | Sell |
1,142,454
-70,608
| -6% | -$29.2M | 1.01% | 12 |
|
|
2021
Q2 | $486M | Buy |
1,213,062
+49,381
| +4% | +$19.7M | 1.06% | 12 |
|
|
2021
Q1 | $434M | Sell |
1,163,681
-184,280
| -14% | -$63.9M | 0.99% | 15 |
|
|
2020
Q4 | $473M | Sell |
1,347,961
-181,753
| -12% | -$60.9M | 1.15% | 10 |
|
|
2020
Q3 | $477M | Sell |
1,529,714
-47,070
| -3% | -$14.5M | 1.27% | 8 |
|
|
2020
Q2 | $465M | Sell |
1,576,784
-296,349
| -16% | -$84.9M | 1.26% | 8 |
|
|
2020
Q1 | $467M | Sell |
1,873,133
-69,062
| -4% | -$19M | 1.48% | 6 |
|
|
2019
Q4 | $571M | Sell |
1,942,195
-28,738
| -1% | -$7.52M | 1.38% | 10 |
|
|
2019
Q3 | $428M | Sell |
1,970,933
-349,364
| -15% | -$84.3M | 1.07% | 17 |
|
|
2019
Q2 | $566M | Sell |
2,320,297
-73,908
| -3% | -$17.8M | 1.26% | 11 |
|
|
2019
Q1 | $592M | Sell |
2,394,205
-195,240
| -8% | -$49.8M | 1.28% | 13 |
|
|
2018
Q4 | $637M | Sell |
2,589,445
-245,067
| -9% | -$64.7M | 1.51% | 11 |
|
|
2018
Q3 | $754M | Sell |
2,834,512
-272,989
| -9% | -$71M | 1.41% | 11 |
|
|
2018
Q2 | $763M | Buy |
3,107,501
+16,555
| +0.5% | +$3.98M | 1.47% | 11 |
|
|
2018
Q1 | $680M | Sell |
3,090,946
-171,488
| -5% | -$39.2M | 1.35% | 9 |
|
|
2017
Q4 | $720M | Sell |
3,262,434
-151,182
| -4% | -$32M | 1.38% | 10 |
|
|
2017
Q3 | $669M | Buy |
+3,413,616
| New | +$659M | 1.22% | 13 |
|
Other funds holding UNH
VCM
VPM
Aberdeen Group's UNH Position: Q1 2026 in Review
Aberdeen Group increased its UnitedHealth (UNH) stake by 0.16% in Q1 2026, buying an estimated $404K and bringing the position to 845,099 shares worth $229M. The position accounts for 0.37% of the portfolio, ranked #44.
Aberdeen Group first reported a position in UNH in Q3 2017 and has held it in 35 quarters since. The position peaked at $763M in Q2 2018. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Aberdeen Group held 845,099 shares of UnitedHealth worth $229M as of Q1 2026.
- Aberdeen Group bought 1,357 UnitedHealth shares in Q1 2026, an estimated $404K.
- UnitedHealth made up 0.37% of Aberdeen Group's portfolio in Q1 2026, its #44 holding.
- Aberdeen Group first reported a position in UnitedHealth in Q3 2017 and has held it in 35 quarters since.
- Aberdeen Group's UnitedHealth position peaked at $763M in Q2 2018.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Aberdeen Group's 13F filing for Q1 2026, filed 29 Apr 2026.