Epoch Investment Partners’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 | $20.2M | Sell |
74,628
-2,382
| -3% | -$709K | 0.12% | 182 |
|
|
2025
Q4 | $25.4M | Buy |
77,010
+11,976
| +18% | +$4.06M | 0.14% | 171 |
|
|
2025
Q3 | $22.5M | Sell |
65,034
-44,399
| -41% | -$13.4M | 0.12% | 173 |
|
|
2025
Q2 | $34.1M | Sell |
109,433
-499,798
| -82% | -$191M | 0.18% | 155 |
|
|
2025
Q1 | $319M | Sell |
609,231
-103,493
| -15% | -$52.9M | 1.65% | 4 |
|
|
2024
Q4 | $361M | Sell |
712,724
-69,026
| -9% | -$39.2M | 1.75% | 5 |
|
|
2024
Q3 | $457M | Sell |
781,750
-84,027
| -10% | -$47.5M | 2.05% | 4 |
|
|
2024
Q2 | $441M | Buy |
865,777
+84,167
| +11% | +$41.3M | 2.01% | 4 |
|
|
2024
Q1 | $387M | Sell |
781,610
-129,704
| -14% | -$65.9M | 1.72% | 4 |
|
|
2023
Q4 | $480M | Buy |
911,314
+366,728
| +67% | +$196M | 2.18% | 3 |
|
|
2023
Q3 | $275M | Buy |
544,586
+40,994
| +8% | +$20.2M | 1.75% | 3 |
|
|
2023
Q2 | $242M | Buy |
503,592
+1,594
| +0.3% | +$779K | 1.4% | 5 |
|
|
2023
Q1 | $237M | Sell |
501,998
-10,298
| -2% | -$4.97M | 1.41% | 5 |
|
|
2022
Q4 | $272M | Buy |
512,296
+51,439
| +11% | +$27.2M | 1.62% | 2 |
|
|
2022
Q3 | $233M | Sell |
460,857
-5,818
| -1% | -$3.06M | 1.52% | 3 |
|
|
2022
Q2 | $240M | Sell |
466,675
-34,784
| -7% | -$17.5M | 1.4% | 4 |
|
|
2022
Q1 | $256M | Buy |
501,459
+37,428
| +8% | +$18.1M | 1.25% | 9 |
|
|
2021
Q4 | $233M | Sell |
464,031
-16,043
| -3% | -$7.26M | 1.18% | 11 |
|
|
2021
Q3 | $188M | Sell |
480,074
-11,827
| -2% | -$4.9M | 1.04% | 21 |
|
|
2021
Q2 | $197M | Sell |
491,901
-217,578
| -31% | -$86.8M | 1.06% | 14 |
|
|
2021
Q1 | $264M | Sell |
709,479
-42,513
| -6% | -$14.7M | 1.23% | 9 |
|
|
2020
Q4 | $264M | Sell |
751,992
-451,747
| -38% | -$151M | 1.21% | 12 |
|
|
2020
Q3 | $375M | Sell |
1,203,739
-134,267
| -10% | -$41.2M | 1.87% | 5 |
|
|
2020
Q2 | $395M | Sell |
1,338,006
-225,055
| -14% | -$64.5M | 2.04% | 3 |
|
|
2020
Q1 | $390M | Sell |
1,563,061
-263,897
| -14% | -$72.6M | 2.36% | 2 |
|
|
2019
Q4 | $537M | Buy |
1,826,958
+81,166
| +5% | +$21.2M | 2.32% | 2 |
|
|
2019
Q3 | $379M | Buy |
1,745,792
+196,223
| +13% | +$47.3M | 1.73% | 4 |
|
|
2019
Q2 | $378M | Buy |
1,549,569
+93,649
| +6% | +$22.5M | 1.71% | 5 |
|
|
2019
Q1 | $360M | Sell |
1,455,920
-345,842
| -19% | -$88.2M | 1.57% | 7 |
|
|
2018
Q4 | $449M | Sell |
1,801,762
-239,507
| -12% | -$63.3M | 2.09% | 3 |
|
|
2018
Q3 | $543M | Sell |
2,041,269
-283,956
| -12% | -$73.9M | 2.06% | 5 |
|
|
2018
Q2 | $570K | Sell |
2,325,225
-240,543
| -9% | -$57.8M | 1.76% | 6 |
|
|
2018
Q1 | $549M | Sell |
2,565,768
-3,037
| -0.1% | -$694K | 1.95% | 6 |
|
|
2017
Q4 | $566M | Sell |
2,568,805
-41,864
| -2% | -$8.87M | 1.87% | 5 |
|
|
2017
Q3 | $511M | Buy |
2,610,669
+3,754
| +0.1% | +$725K | 1.71% | 8 |
|
|
2017
Q2 | $483M | Buy |
2,606,915
+591,261
| +29% | +$104M | 1.63% | 4 |
|
|
2017
Q1 | $331M | Sell |
2,015,654
-391,264
| -16% | -$64.1M | 1.1% | 25 |
|
|
2016
Q4 | $385M | Sell |
2,406,918
-1,114,405
| -32% | -$166M | 1.45% | 13 |
|
|
2016
Q3 | $493M | Sell |
3,521,323
-548,596
| -13% | -$76.8M | 1.84% | 5 |
|
|
2016
Q2 | $575M | Sell |
4,069,919
-301,750
| -7% | -$40.2M | 2.16% | 3 |
|
|
2016
Q1 | $564M | Sell |
4,371,669
-399,376
| -8% | -$47.2M | 2.13% | 4 |
|
|
2015
Q4 | $561M | Sell |
4,771,045
-84,097
| -2% | -$9.83M | 2.22% | 5 |
|
|
2015
Q3 | $563M | Sell |
4,855,142
-129,643
| -3% | -$15.5M | 2.18% | 3 |
|
|
2015
Q2 | $608M | Sell |
4,984,785
-738,288
| -13% | -$87.3M | 2.25% | 3 |
|
|
2015
Q1 | $677M | Sell |
5,723,073
-1,149,360
| -17% | -$128M | 2.54% | 2 |
|
|
2014
Q4 | $695M | Buy |
6,872,433
+370,909
| +6% | +$35.2M | 2.51% | 5 |
|
|
2014
Q3 | $561M | Sell |
6,501,524
-52,704
| -0.8% | -$4.45M | 2.18% | 6 |
|
|
2014
Q2 | $536M | Buy |
6,554,228
+1,366,659
| +26% | +$108M | 2.09% | 6 |
|
|
2014
Q1 | $425M | Buy |
5,187,569
+2,092,569
| +68% | +$158M | 1.71% | 11 |
|
|
2013
Q4 | $233M | Sell |
3,095,000
-188,528
| -6% | -$13.5M | 0.98% | 28 |
|
|
2013
Q3 | $235M | Sell |
3,283,528
-2,793,118
| -46% | -$200M | 1.05% | 23 |
|
|
2013
Q2 | $398M | Buy |
+6,076,646
| New | +$378M | 1.98% | 6 |
|
Other funds holding UNH
VCM
VPM
Epoch Investment Partners's UNH Position: Q1 2026 in Review
Epoch Investment Partners reduced its UnitedHealth (UNH) stake by 3.1% in Q1 2026, selling an estimated $709K and leaving 74,628 shares worth $20.2M. The position accounts for 0.12% of the portfolio, ranked #182.
Epoch Investment Partners first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $695M in Q4 2014. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Epoch Investment Partners held 74,628 shares of UnitedHealth worth $20.2M as of Q1 2026.
- Epoch Investment Partners sold 2,382 UnitedHealth shares in Q1 2026, an estimated $709K.
- UnitedHealth made up 0.12% of Epoch Investment Partners's portfolio in Q1 2026, its #182 holding.
- Epoch Investment Partners first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Epoch Investment Partners's UnitedHealth position peaked at $695M in Q4 2014.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.