Exome Asset Management’s UnitedHealth UNH Stock Holding History

Exome Asset Management’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
2025 Q3	–	Sell	-1,400	Closed	-$437K	–	95
2025 Q2	$437K	Buy	+1,400	New	+$535K	0.32%	53

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

Exome Asset Management's UNH Position: Q1 2026 in Review

Exome Asset Management increased its UnitedHealth (UNH) stake by 120% in Q1 2026, buying an estimated $2.09M and bringing the position to 12,862 shares worth $3.48M. The position accounts for 1.8% of the portfolio, ranked #20.

Exome Asset Management first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Exome Asset Management held 12,862 shares of UnitedHealth worth $3.48M as of Q1 2026.
Exome Asset Management bought 7,027 UnitedHealth shares in Q1 2026, an estimated $2.09M.
UnitedHealth made up 1.8% of Exome Asset Management's portfolio in Q1 2026, its #20 holding.
Exome Asset Management first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Exome Asset Management's 13F filing for Q1 2026, filed 15 May 2026.