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B. Metzler seel. Sohn & Co’s UnitedHealth UNH Stock Holding History

B. Metzler seel. Sohn & Co’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8M Buy
86,196
+28,435
+49% +$10.5M 0.31% 52
2026
Q1 		$15.6M Sell
57,761
-5,011
-8% -$1.49M 0.15% 85
2025
Q4 		$20.7M Sell
62,772
-24,912
-28% -$8.44M 0.18% 75
2025
Q3 		$30.3M Buy
87,684
+35,484
+68% +$10.7M 0.27% 58
2025
Q2 		$16.3M Sell
52,200
-391,640
-88% -$150M 0.16% 76
2025
Q1 		$232M Buy
443,840
+40,759
+10% +$20.8M 2.39% 10
2024
Q4 		$204M Sell
403,081
-70,317
-15% -$40M 2.1% 11
2024
Q3 		$277M Sell
473,398
-26,066
-5% -$14.7M 2.75% 7
2024
Q2 		$254M Buy
499,464
+21,858
+5% +$10.7M 2.45% 10
2024
Q1 		$236M Buy
477,606
+155,104
+48% +$78.9M 2.6% 9
2023
Q4 		$170M Buy
322,502
+35,459
+12% +$18.9M 2.17% 9
2023
Q3 		$145M Sell
287,043
-1,179
-0.4% -$580K 2.18% 10
2023
Q2 		$139M Buy
288,222
+174,107
+153% +$85.1M 1.88% 11
2023
Q1 		$53.9M Sell
114,115
-4,439
-4% -$2.14M 0.84% 17
2022
Q4 		$62.9M Buy
118,554
+13,830
+13% +$7.33M 1.07% 16
2022
Q3 		$52.9M Buy
104,724
+11,212
+12% +$5.9M 0.96% 17
2022
Q2 		$48M Buy
93,512
+5,892
+7% +$2.96M 0.79% 23
2022
Q1 		$44.7M Buy
87,620
+16,779
+24% +$8.09M 0.6% 32
2021
Q4 		$35.7M Sell
70,841
-2,100
-3% -$951K 0.46% 43
2021
Q3 		$28.5M Buy
72,941
+2,918
+4% +$1.21M 0.41% 40
2021
Q2 		$28M Sell
70,023
-286
-0.4% -$114K 0.42% 40
2021
Q1 		$26.2M Buy
70,309
+1,598
+2% +$554K 0.43% 35
2020
Q4 		$26.1M Buy
+68,711
New +$23M 0.48% 33

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UNH Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co increased its UnitedHealth (UNH) stake by 49% in Q2 2026, buying an estimated $10.5M and bringing the position to 86,196 shares worth $35.8M. The position accounts for 0.31% of the portfolio, ranked #52.

B. Metzler seel. Sohn & Co first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $277M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 86,196 shares of UnitedHealth worth $35.8M as of Q2 2026.
  • B. Metzler seel. Sohn & Co bought 28,435 UnitedHealth shares in Q2 2026, an estimated $10.5M.
  • UnitedHealth made up 0.31% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #52 holding.
  • B. Metzler seel. Sohn & Co first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • B. Metzler seel. Sohn & Co's UnitedHealth position peaked at $277M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.