EI
UNH icon

Ethic Inc’s UnitedHealth UNH Stock Holding History

Ethic Inc’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 		$25.2M Sell
93,211
-799
-0.8% -$238K 0.4% 34
2025
Q4 		$31M Buy
94,010
+2,458
+3% +$833K 0.48% 25
2025
Q3 		$31.6M Buy
91,552
+263
+0.3% +$79.5K 0.52% 19
2025
Q2 		$28.2M Buy
91,289
+35
+0% +$13.4K 0.51% 22
2025
Q1 		$47.7M Buy
91,254
+5,515
+6% +$2.82M 0.97% 12
2024
Q4 		$43.4M Buy
85,739
+8,716
+11% +$4.95M 0.88% 13
2024
Q3 		$38.1M Sell
77,023
-1,592
-2% -$900K 0.96% 10
2024
Q2 		$40M Buy
78,615
+1,592
+2% +$780K 0.94% 10
2024
Q1 		$38.1M Buy
77,023
+4,627
+6% +$2.35M 0.96% 10
2023
Q4 		$38.1M Buy
72,396
+7,645
+12% +$4.08M 1.13% 7
2023
Q3 		$32.6M Buy
64,751
+4,467
+7% +$2.2M 1.15% 7
2023
Q2 		$29M Buy
60,284
+5,415
+10% +$2.65M 1.07% 7
2023
Q1 		$25.9M Buy
54,869
+9,455
+21% +$4.56M 1.05% 7
2022
Q4 		$24.1M Buy
45,414
+1,114
+3% +$590K 1.3% 4
2022
Q3 		$22.4M Buy
44,300
+2,717
+7% +$1.43M 1.52% 5
2022
Q2 		$21.4M Buy
41,583
+4,950
+14% +$2.49M 1.49% 5
2022
Q1 		$18.7M Buy
36,633
+4,868
+15% +$2.35M 1.29% 7
2021
Q4 		$15.9M Buy
31,765
+4,194
+15% +$1.9M 1.23% 7
2021
Q3 		$10.8M Buy
27,571
+3,709
+16% +$1.54M 1.1% 7
2021
Q2 		$9.55M Buy
23,862
+6,539
+38% +$2.61M 1.16% 7
2021
Q1 		$6.45M Buy
17,323
+5,050
+41% +$1.75M 1.15% 5
2020
Q4 		$4.3M Buy
12,273
+2,436
+25% +$817K 1.14% 7
2020
Q3 		$3.07M Buy
9,837
+2,328
+31% +$715K 1.17% 10
2020
Q2 		$2.21M Buy
7,509
+473
+7% +$136K 1.26% 9
2020
Q1 		$1.75M Buy
7,036
+330
+5% +$90.8K 1.47% 8
2019
Q4 		$1.97M Buy
+6,706
New +$1.75M 1.45% 7

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

Ethic Inc's UNH Position: Q1 2026 in Review

Ethic Inc reduced its UnitedHealth (UNH) stake by 0.85% in Q1 2026, selling an estimated $238K and leaving 93,211 shares worth $25.2M. The position accounts for 0.4% of the portfolio, ranked #34.

Ethic Inc first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $47.7M in Q1 2025. 3,023 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ethic Inc held 93,211 shares of UnitedHealth worth $25.2M as of Q1 2026.
  • Ethic Inc sold 799 UnitedHealth shares in Q1 2026, an estimated $238K.
  • UnitedHealth made up 0.4% of Ethic Inc's portfolio in Q1 2026, its #34 holding.
  • Ethic Inc first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Ethic Inc's UnitedHealth position peaked at $47.7M in Q1 2025.
  • 3,023 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.