EH
UNH icon

Equitable Holdings’s UnitedHealth UNH Stock Holding History

Equitable Holdings’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 		$13.3M Buy
41,722
+11,715
+39% +$3.49M 0.09% 227
2025
Q4 		$9.91M Buy
30,007
+4,085
+16% +$1.38M 0.07% 240
2025
Q3 		$8.95M Sell
25,922
-467
-2% -$141K 0.07% 240
2025
Q2 		$8.23M Sell
26,389
-653
-2% -$250K 0.07% 234
2025
Q1 		$14.2M Buy
27,042
+3,133
+13% +$1.6M 0.13% 138
2024
Q4 		$12.1M Sell
23,909
-6,534
-21% -$3.71M 0.12% 149
2024
Q3 		$17.8M Buy
30,443
+4,763
+19% +$2.69M 0.17% 112
2024
Q2 		$13.1M Sell
25,680
-270
-1% -$132K 0.14% 126
2024
Q1 		$12.8M Buy
25,950
+1,383
+6% +$703K 0.14% 120
2023
Q4 		$12.9M Buy
24,567
+3,481
+17% +$1.86M 0.16% 112
2023
Q3 		$10.6M Buy
21,086
+1,794
+9% +$883K 0.15% 116
2023
Q2 		$9.27M Buy
19,292
+5,504
+40% +$2.69M 0.13% 124
2023
Q1 		$6.52M Buy
13,788
+2,137
+18% +$1.03M 0.1% 147
2022
Q4 		$6.18M Sell
11,651
-153
-1% -$81K 0.11% 139
2022
Q3 		$5.96M Buy
11,804
+899
+8% +$473K 0.12% 132
2022
Q2 		$5.6M Buy
10,905
+685
+7% +$344K 0.11% 139
2022
Q1 		$5.21M Buy
10,220
+363
+4% +$175K 0.09% 151
2021
Q4 		$4.95M Buy
9,857
+912
+10% +$413K 0.08% 163
2021
Q3 		$3.5M Buy
8,945
+1,184
+15% +$490K 0.06% 190
2021
Q2 		$3.11M Sell
7,761
-454
-6% -$181K 0.05% 195
2021
Q1 		$3.06M Buy
8,215
+191
+2% +$66.2K 0.06% 180
2020
Q4 		$2.81M Buy
8,024
+63
+0.8% +$21.1K 0.06% 182
2020
Q3 		$2.48M Sell
7,961
-479
-6% -$147K 0.06% 178
2020
Q2 		$2.49M Buy
8,440
+636
+8% +$182K 0.07% 175
2020
Q1 		$1.95M Buy
7,804
+181
+2% +$49.8K 0.07% 172
2019
Q4 		$2.24M Buy
+7,623
New +$1.99M 0.07% 173

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Equitable Holdings's UNH Position: Q1 2026 in Review

Equitable Holdings increased its UnitedHealth (UNH) stake by 39% in Q1 2026, buying an estimated $3.49M and bringing the position to 41,722 shares worth $13.3M. The position accounts for 0.09% of the portfolio, ranked #227.

Equitable Holdings first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.8M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Equitable Holdings held 41,722 shares of UnitedHealth worth $13.3M as of Q1 2026.
  • Equitable Holdings bought 11,715 UnitedHealth shares in Q1 2026, an estimated $3.49M.
  • UnitedHealth made up 0.09% of Equitable Holdings's portfolio in Q1 2026, its #227 holding.
  • Equitable Holdings first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's UnitedHealth position peaked at $17.8M in Q3 2024.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.