Franklin Resources’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54B | Sell |
5,674,123
-745,580
| -12% | -$222M | 0.38% | 59 |
|
|
2025
Q4 | $2.12B | Buy |
6,419,703
+583,226
| +10% | +$198M | 0.52% | 36 |
|
|
2025
Q3 | $2.02B | Buy |
5,836,477
+959,038
| +20% | +$290M | 0.5% | 37 |
|
|
2025
Q2 | $1.52B | Sell |
4,877,439
-3,971,789
| -45% | -$1.52B | 0.4% | 46 |
|
|
2025
Q1 | $4.63B | Sell |
8,849,228
-74,542
| -0.8% | -$38.1M | 1.33% | 7 |
|
|
2024
Q4 | $4.51B | Buy |
8,923,770
+861,854
| +11% | +$490M | 1.25% | 7 |
|
|
2024
Q3 | $4.88B | Buy |
8,061,916
+193,800
| +2% | +$110M | 1.37% | 5 |
|
|
2024
Q2 | $4.01B | Buy |
7,868,116
+392,679
| +5% | +$192M | 1.23% | 6 |
|
|
2024
Q1 | $3.7B | Buy |
7,475,437
+2,778,195
| +59% | +$1.41B | 1.17% | 6 |
|
|
2023
Q4 | $2.47B | Sell |
4,697,242
-202,439
| -4% | -$108M | 1.16% | 7 |
|
|
2023
Q3 | $2.47B | Sell |
4,899,681
-140,255
| -3% | -$69M | 1.26% | 6 |
|
|
2023
Q2 | $2.42B | Buy |
5,039,936
+123,729
| +3% | +$60.5M | 1.15% | 6 |
|
|
2023
Q1 | $2.32B | Buy |
4,916,207
+161,514
| +3% | +$77.9M | 1.17% | 5 |
|
|
2022
Q4 | $2.52B | Buy |
4,754,693
+94,214
| +2% | +$49.9M | 1.31% | 5 |
|
|
2022
Q3 | $2.35B | Sell |
4,660,479
-34,830
| -0.7% | -$18.3M | 1.28% | 4 |
|
|
2022
Q2 | $2.41B | Sell |
4,695,309
-172,352
| -4% | -$86.6M | 1.2% | 5 |
|
|
2022
Q1 | $2.48B | Buy |
4,867,661
+106,838
| +2% | +$51.5M | 0.99% | 7 |
|
|
2021
Q4 | $2.39B | Buy |
4,760,823
+130,428
| +3% | +$59M | 0.86% | 11 |
|
|
2021
Q3 | $1.81B | Buy |
4,630,395
+157,294
| +4% | +$65.1M | 0.68% | 21 |
|
|
2021
Q2 | $1.79B | Buy |
4,473,101
+528,424
| +13% | +$211M | 0.68% | 21 |
|
|
2021
Q1 | $1.47B | Buy |
3,944,677
+522,460
| +15% | +$181M | 0.6% | 26 |
|
|
2020
Q4 | $1.2B | Buy |
3,422,217
+306,917
| +10% | +$103M | 0.51% | 41 |
|
|
2020
Q3 | $971M | Buy |
3,115,300
+280,544
| +10% | +$86.2M | 0.47% | 50 |
|
|
2020
Q2 | $869M | Buy |
2,834,756
+392,500
| +16% | +$112M | 0.45% | 55 |
|
|
2020
Q1 | $609M | Buy |
2,442,256
+943,181
| +63% | +$260M | 0.41% | 60 |
|
|
2019
Q4 | $441M | Sell |
1,499,075
-1,496
| -0.1% | -$391K | 0.23% | 116 |
|
|
2019
Q3 | $326M | Sell |
1,500,571
-113,692
| -7% | -$27.4M | 0.18% | 150 |
|
|
2019
Q2 | $394M | Sell |
1,614,263
-7,012
| -0.4% | -$1.69M | 0.21% | 131 |
|
|
2019
Q1 | $401M | Buy |
1,621,275
+46,101
| +3% | +$11.8M | 0.21% | 124 |
|
|
2018
Q4 | $392M | Sell |
1,575,174
-27,257
| -2% | -$7.2M | 0.24% | 113 |
|
|
2018
Q3 | $426M | Buy |
1,602,431
+28,068
| +2% | +$7.3M | 0.21% | 129 |
|
|
2018
Q2 | $386M | Buy |
1,574,363
+86,242
| +6% | +$20.7M | 0.2% | 135 |
|
|
2018
Q1 | $318M | Buy |
1,488,121
+38,293
| +3% | +$8.75M | 0.16% | 168 |
|
|
2017
Q4 | $320M | Buy |
1,449,828
+134,785
| +10% | +$28.6M | 0.15% | 174 |
|
|
2017
Q3 | $258M | Buy |
1,315,043
+119,707
| +10% | +$23.1M | 0.13% | 201 |
|
|
2017
Q2 | $222M | Buy |
1,195,336
+188,584
| +19% | +$33.1M | 0.11% | 212 |
|
|
2017
Q1 | $165M | Buy |
1,006,752
+196,705
| +24% | +$32.2M | 0.08% | 249 |
|
|
2016
Q4 | $130M | Buy |
810,047
+291,423
| +56% | +$43.5M | 0.07% | 281 |
|
|
2016
Q3 | $72.6M | Buy |
518,624
+5,798
| +1% | +$812K | 0.04% | 423 |
|
|
2016
Q2 | $72.4M | Buy |
512,826
+45,339
| +10% | +$6.05M | 0.04% | 425 |
|
|
2016
Q1 | $60.3M | Buy |
467,487
+2,699
| +0.6% | +$319K | 0.03% | 483 |
|
|
2015
Q4 | $54.7M | Sell |
464,788
-1,229
| -0.3% | -$144K | 0.03% | 523 |
|
|
2015
Q3 | $54.1M | Buy |
466,017
+53,940
| +13% | +$6.46M | 0.03% | 535 |
|
|
2015
Q2 | $50.3M | Buy |
412,077
+45,092
| +12% | +$5.33M | 0.02% | 606 |
|
|
2015
Q1 | $43.4M | Buy |
366,985
+94
| +0% | +$10.4K | 0.02% | 650 |
|
|
2014
Q4 | $37.1M | Sell |
366,891
-5,266
| -1% | -$499K | 0.02% | 703 |
|
|
2014
Q3 | $32.1M | Sell |
372,157
-426,493
| -53% | -$36M | 0.01% | 727 |
|
|
2014
Q2 | $65.3M | Buy |
798,650
+31,456
| +4% | +$2.47M | 0.03% | 515 |
|
|
2014
Q1 | $62.9M | Sell |
767,194
-574,762
| -43% | -$43.3M | 0.03% | 505 |
|
|
2013
Q4 | $101M | Buy |
1,341,956
+66,205
| +5% | +$4.76M | 0.05% | 368 |
|
|
2013
Q3 | $91.4M | Sell |
1,275,751
-67,266
| -5% | -$4.81M | 0.05% | 376 |
|
|
2013
Q2 | $87.9M | Buy |
+1,343,017
| New | +$83.6M | 0.05% | 352 |
|
Other funds holding UNH
VCM
VPM
Franklin Resources's UNH Position: Q1 2026 in Review
Franklin Resources reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $222M and leaving 5,674,123 shares worth $1.54B. The position accounts for 0.38% of the portfolio, ranked #59.
Franklin Resources first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.88B in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Franklin Resources held 5,674,123 shares of UnitedHealth worth $1.54B as of Q1 2026.
- Franklin Resources sold 745,580 UnitedHealth shares in Q1 2026, an estimated $222M.
- UnitedHealth made up 0.38% of Franklin Resources's portfolio in Q1 2026, its #59 holding.
- Franklin Resources first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Franklin Resources's UnitedHealth position peaked at $4.88B in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.