Cohen & Steers’s UnitedHealth UNH Stock Holding History

Cohen & Steers’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 Q1	$271K	Hold	1,000	–	–	﹤0.01%	333
2025 Q4	$330K	Hold	1,000	–	–	﹤0.01%	319
2025 Q3	$345K	Hold	1,000	–	–	﹤0.01%	319
2025 Q2	$312K	Buy	1,000 +130	+15%	+$49.7K	﹤0.01%	320
2025 Q1	$456K	Buy	870 +214	+33%	+$109K	﹤0.01%	286
2024 Q4	$332K	Buy	656 +174	+36%	+$98.9K	﹤0.01%	323
2024 Q3	$282K	Buy	482 +9	+2%	+$5.09K	﹤0.01%	323
2024 Q2	$241K	Sell	473 -9	-2%	-$4.41K	﹤0.01%	328
2024 Q1	$238K	Hold	482	–	–	﹤0.01%	334
2023 Q4	$254K	Hold	482	–	–	﹤0.01%	329
2023 Q3	$243K	Buy	+482	New	+$237K	﹤0.01%	307
2023 Q2	–	Sell	-865	Closed	-$409K	–	419
2023 Q1	$409K	Hold	865	–	–	﹤0.01%	288
2022 Q4	$459K	Hold	865	–	–	﹤0.01%	291
2022 Q3	$437K	Hold	865	–	–	﹤0.01%	291
2022 Q2	$444K	Buy	+865	New	+$434K	﹤0.01%	296
2014 Q1	–	Sell	-699,300	Closed	-$52.7M	–	446
2013 Q4	$52.7M	Sell	699,300 -315,100	-31%	-$22.6M	0.17%	88
2013 Q3	$72.6M	Sell	1,014,400 -53,250	-5%	-$3.81M	0.23%	73
2013 Q2	$69.9M	Buy	+1,067,650	New	+$66.4M	0.22%	83

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cohen & Steers's UNH Position: Q1 2026 in Review

Cohen & Steers held its UnitedHealth (UNH) position steady in Q1 2026 at 1,000 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Cohen & Steers first reported a position in UNH in Q2 2013 and has held it in 18 quarters since. The position peaked at $72.6M in Q3 2013. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Cohen & Steers held 1,000 shares of UnitedHealth worth $271K as of Q1 2026.
Cohen & Steers left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Cohen & Steers's portfolio in Q1 2026, its #333 holding.
Cohen & Steers first reported a position in UnitedHealth in Q2 2013 and has held it in 18 quarters since.
Cohen & Steers's UnitedHealth position peaked at $72.6M in Q3 2013.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Cohen & Steers's 13F filing for Q1 2026, filed 15 May 2026.