Deseret Mutual Benefit Administrators’s UnitedHealth UNH Stock Holding History

Deseret Mutual Benefit Administrators’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	$1.12M	Buy	4,148 +2,213	+114%	+$659K	0.38%	58
2025 Q4	$639K	Buy	1,935 +311	+19%	+$105K	0.27%	60
2025 Q3	$561K	Buy	1,624 +541	+50%	+$164K	0.24%	62
2025 Q2	$338K	Hold	1,083	–	–	0.16%	88
2025 Q1	$567K	Buy	1,083 +54	+5%	+$27.6K	0.28%	57
2024 Q4	$521K	Buy	1,029 +27	+3%	+$15.3K	0.26%	59
2024 Q3	$586K	Buy	1,002 +27	+3%	+$15.3K	0.3%	54
2024 Q2	$497K	Buy	975 +63	+7%	+$30.9K	0.23%	59
2024 Q1	$451K	Buy	912 +36	+4%	+$18.3K	0.23%	63
2023 Q4	$461K	Sell	876 -239	-21%	-$127K	0.27%	59
2023 Q3	$562K	Sell	1,115 -87	-7%	-$42.8K	0.28%	57
2023 Q2	$578K	Hold	1,202	–	–	0.22%	62
2023 Q1	$568K	Sell	1,202 -12	-1%	-$5.79K	0.22%	60
2022 Q4	$644K	Sell	1,214 -1,021	-46%	-$541K	0.26%	53
2022 Q3	$1.13M	Sell	2,235 -622	-22%	-$327K	0.32%	46
2022 Q2	$1.47M	Hold	2,857	–	–	0.33%	46
2022 Q1	$1.46M	Sell	2,857 -540	-16%	-$260K	0.29%	54
2021 Q4	$1.71M	Buy	3,397 +22	+0.7%	+$9.96K	0.29%	56
2021 Q3	$1.32M	Sell	3,375 -954	-22%	-$395K	0.24%	62
2021 Q2	$1.73M	Buy	+4,329	New	+$1.73M	0.42%	22

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

Deseret Mutual Benefit Administrators's UNH Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its UnitedHealth (UNH) stake by 114% in Q1 2026, buying an estimated $659K and bringing the position to 4,148 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #58.

Deseret Mutual Benefit Administrators first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.73M in Q2 2021. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Deseret Mutual Benefit Administrators held 4,148 shares of UnitedHealth worth $1.12M as of Q1 2026.
Deseret Mutual Benefit Administrators bought 2,213 UnitedHealth shares in Q1 2026, an estimated $659K.
UnitedHealth made up 0.38% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #58 holding.
Deseret Mutual Benefit Administrators first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's UnitedHealth position peaked at $1.73M in Q2 2021.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.