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
Q2 		$13.4M Sell
32,289
-9,433
-23% -$3.5M 0.08% 226
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Equitable Holdings's UNH Position: Q2 2026 in Review

Equitable Holdings reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $3.5M and leaving 32,289 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #226.

Equitable Holdings first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.8M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Equitable Holdings held 32,289 shares of UnitedHealth worth $13.4M as of Q2 2026.
  • Equitable Holdings sold 9,433 UnitedHealth shares in Q2 2026, an estimated $3.5M.
  • UnitedHealth made up 0.08% of Equitable Holdings's portfolio in Q2 2026, its #226 holding.
  • Equitable Holdings first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's UnitedHealth position peaked at $17.8M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.