Fayez Sarofim & Co
UNH icon

Fayez Sarofim & Co’s UnitedHealth UNH Stock Holding History

Fayez Sarofim & Co’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 		$434M Buy
1,603,772
+49,627
+3% +$14.8M 1.11% 27
2025
Q4 		$513M Sell
1,554,145
-16,197
-1% -$5.49M 1.23% 26
2025
Q3 		$548M Buy
1,570,342
+454,529
+41% +$137M 1.27% 24
2025
Q2 		$350M Sell
1,115,813
-47,778
-4% -$18.3M 0.84% 35
2025
Q1 		$613M Sell
1,163,591
-378,858
-25% -$194M 1.53% 20
2024
Q4 		$784M Buy
1,542,449
+57,630
+4% +$32.7M 1.91% 16
2024
Q3 		$868M Buy
1,484,819
+29,634
+2% +$16.8M 2.21% 11
2024
Q2 		$741M Buy
1,455,185
+69,546
+5% +$34.1M 2% 13
2024
Q1 		$685M Buy
1,385,639
+19,430
+1% +$9.88M 2.04% 15
2023
Q4 		$708M Buy
1,366,209
+85,204
+7% +$45.4M 2.16% 13
2023
Q3 		$646M Buy
1,281,005
+165,527
+15% +$81.5M 2.18% 13
2023
Q2 		$536M Buy
1,115,478
+41,087
+4% +$20.1M 1.88% 18
2023
Q1 		$508M Buy
1,074,391
+62,981
+6% +$30.4M 1.78% 19
2022
Q4 		$536M Buy
1,011,410
+26,501
+3% +$14M 1.98% 15
2022
Q3 		$497M Sell
984,909
-23,106
-2% -$12.1M 1.97% 17
2022
Q2 		$518M Buy
1,008,015
+6,479
+0.6% +$3.25M 1.89% 17
2022
Q1 		$511M Sell
1,001,536
-12,512
-1% -$6.03M 1.62% 21
2021
Q4 		$509M Sell
1,014,048
-13,732
-1% -$6.22M 1.53% 21
2021
Q3 		$402M Buy
1,027,780
+70,869
+7% +$29.4M 1.33% 24
2021
Q2 		$383M Buy
956,911
+13,042
+1% +$5.2M 1.29% 25
2021
Q1 		$351M Buy
943,869
+643
+0.1% +$223K 1.29% 25
2020
Q4 		$331M Buy
943,226
+7,672
+0.8% +$2.57M 1.27% 28
2020
Q3 		$292M Buy
935,554
+12,880
+1% +$3.96M 1.25% 28
2020
Q2 		$272M Buy
922,674
+211,349
+30% +$60.6M 1.26% 32
2020
Q1 		$177M Sell
711,325
-1,989
-0.3% -$547K 1.09% 35
2019
Q4 		$210M Sell
713,314
-14,086
-2% -$3.69M 1.01% 36
2019
Q3 		$158M Buy
727,400
+176,643
+32% +$42.6M 0.81% 39
2019
Q2 		$134M Buy
550,757
+72,798
+15% +$17.5M 0.69% 42
2019
Q1 		$118M Buy
477,959
+12,020
+3% +$3.07M 0.62% 43
2018
Q4 		$116M Sell
465,939
-3,958
-0.8% -$1.05M 0.7% 40
2018
Q3 		$125M Sell
469,897
-12,646
-3% -$3.29M 0.65% 41
2018
Q2 		$118M Sell
482,543
-339
-0.1% -$81.4K 0.64% 41
2018
Q1 		$103M Sell
482,882
-1,287
-0.3% -$294K 0.56% 45
2017
Q4 		$107M Sell
484,169
-47,923
-9% -$10.2M 0.55% 45
2017
Q3 		$104M Buy
532,092
+15,902
+3% +$3.07M 0.55% 45
2017
Q2 		$95.7M Buy
516,190
+134,546
+35% +$23.6M 0.51% 48
2017
Q1 		$62.6M Sell
381,644
-3,607
-0.9% -$591K 0.34% 62
2016
Q4 		$61.7M Buy
385,251
+3,489
+0.9% +$521K 0.34% 63
2016
Q3 		$53.3M Buy
+381,762
New +$53.5M 0.29% 65

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

Fayez Sarofim & Co's UNH Position: Q1 2026 in Review

Fayez Sarofim & Co increased its UnitedHealth (UNH) stake by 3.2% in Q1 2026, buying an estimated $14.8M and bringing the position to 1,603,772 shares worth $434M. The position accounts for 1.11% of the portfolio, ranked #27.

Fayez Sarofim & Co first reported a position in UNH in Q3 2016 and has held it in 39 quarters since. The position peaked at $868M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Fayez Sarofim & Co held 1,603,772 shares of UnitedHealth worth $434M as of Q1 2026.
  • Fayez Sarofim & Co bought 49,627 UnitedHealth shares in Q1 2026, an estimated $14.8M.
  • UnitedHealth made up 1.11% of Fayez Sarofim & Co's portfolio in Q1 2026, its #27 holding.
  • Fayez Sarofim & Co first reported a position in UnitedHealth in Q3 2016 and has held it in 39 quarters since.
  • Fayez Sarofim & Co's UnitedHealth position peaked at $868M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.