Carmignac Gestion’s UnitedHealth UNH Stock Holding History

Carmignac Gestion’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
2025 Q4	–	Hold	0	–	–	–	170
2025 Q3	–	Hold	0	–	–	–	166
2025 Q2	–	Hold	0	–	–	–	171
2024 Q4	–	Sell	-358,361	Closed	-$210M	–	176
2024 Q3	$210M	Buy	358,361 +10,209	+3%	+$5.77M	3.5%	9
2024 Q2	$177M	Buy	+348,152	New	+$171M	3.04%	9
2023 Q2	–	Sell	-2,000	Closed	-$945K	–	183
2023 Q1	$945K	Hold	2,000	–	–	0.02%	113
2022 Q4	$1.06M	Hold	2,000	–	–	0.02%	103
2022 Q3	$1.01M	Buy	+2,000	New	+$1.05M	0.02%	90
2022 Q2	–	Sell	-309,518	Closed	-$158M	–	130
2022 Q1	$158M	Buy	309,518 +38,906	+14%	+$18.8M	2.56%	17
2021 Q4	$136M	Sell	270,612 -54,591	-17%	-$24.7M	1.91%	17
2021 Q3	$127M	Sell	325,203 -108,997	-25%	-$45.1M	1.59%	23
2021 Q2	$174M	Sell	434,200 -63,010	-13%	-$25.1M	2.03%	17
2021 Q1	$185M	Buy	497,210 +312,812	+170%	+$108M	2.13%	15
2020 Q4	$64.7M	Buy	+184,398	New	+$61.8M	0.68%	43

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return