Grantham, Mayo, Van Otterloo & Co (GMO)
UNH icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s UnitedHealth UNH Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$855M Buy
3,158,451
+488,292
+18% +$145M 2.19% 14
2025
Q4 		$881M Buy
2,670,159
+3,536
+0.1% +$1.2M 2.25% 16
2025
Q3 		$921M Buy
2,666,623
+525,175
+25% +$159M 2.6% 11
2025
Q2 		$668M Sell
2,141,448
-82,898
-4% -$31.7M 2.01% 19
2025
Q1 		$1.17B Buy
2,224,346
+153,378
+7% +$78.4M 3.67% 5
2024
Q4 		$1.05B Buy
2,070,968
+380,459
+23% +$216M 3.41% 5
2024
Q3 		$988M Sell
1,690,509
-292,023
-15% -$165M 3.1% 7
2024
Q2 		$1.01B Buy
1,982,532
+171,215
+9% +$83.9M 3.41% 5
2024
Q1 		$896M Buy
1,811,317
+222,086
+14% +$113M 3.26% 4
2023
Q4 		$837M Buy
1,589,231
+54,511
+4% +$29.1M 3.69% 2
2023
Q3 		$774M Buy
1,534,720
+178,597
+13% +$87.9M 3.65% 2
2023
Q2 		$652M Buy
1,356,123
+227,882
+20% +$111M 3.02% 3
2023
Q1 		$533M Buy
1,128,241
+84,228
+8% +$40.6M 2.71% 3
2022
Q4 		$554M Sell
1,044,013
-46,639
-4% -$24.7M 2.95% 2
2022
Q3 		$551M Sell
1,090,652
-4,242
-0.4% -$2.23M 3.18% 2
2022
Q2 		$562M Sell
1,094,894
-344,391
-24% -$173M 3.05% 3
2022
Q1 		$734M Sell
1,439,285
-91,480
-6% -$44.1M 3.54% 3
2021
Q4 		$769M Sell
1,530,765
-15,541
-1% -$7.03M 3.69% 3
2021
Q3 		$604M Buy
1,546,306
+70,434
+5% +$29.2M 2.99% 3
2021
Q2 		$591M Buy
1,475,872
+3,348
+0.2% +$1.33M 2.95% 2
2021
Q1 		$548M Sell
1,472,524
-91,257
-6% -$31.6M 2.99% 2
2020
Q4 		$548M Sell
1,563,781
-1,552
-0.1% -$520K 3.37% 3
2020
Q3 		$488M Buy
1,565,333
+47,577
+3% +$14.6M 3.47% 3
2020
Q2 		$448M Buy
1,517,756
+58,271
+4% +$16.7M 3.32% 4
2020
Q1 		$364M Sell
1,459,485
-91,341
-6% -$25.1M 3.04% 3
2019
Q4 		$456M Sell
1,550,826
-7,747
-0.5% -$2.03M 3.04% 3
2019
Q3 		$339M Buy
1,558,573
+226,748
+17% +$54.7M 2.35% 5
2019
Q2 		$325M Buy
1,331,825
+282,967
+27% +$68.1M 2.29% 4
2019
Q1 		$259M Sell
1,048,858
-131,573
-11% -$33.6M 1.87% 13
2018
Q4 		$294M Sell
1,180,431
-390,189
-25% -$103M 2.35% 9
2018
Q3 		$418M Sell
1,570,620
-394,801
-20% -$103M 2.83% 5
2018
Q2 		$482M Sell
1,965,421
-800,328
-29% -$192M 3.42% 4
2018
Q1 		$592M Buy
2,765,749
+106,071
+4% +$24.2M 3.62% 5
2017
Q4 		$586M Sell
2,659,678
-210,519
-7% -$44.6M 3.46% 5
2017
Q3 		$562M Sell
2,870,197
-716,816
-20% -$138M 3.29% 5
2017
Q2 		$665M Buy
3,587,013
+65,329
+2% +$11.5M 3.67% 5
2017
Q1 		$578M Sell
3,521,684
-381,090
-10% -$62.4M 3.26% 5
2016
Q4 		$625M Sell
3,902,774
-627,072
-14% -$93.7M 3.37% 2
2016
Q3 		$634M Sell
4,529,846
-781,678
-15% -$109M 2.99% 6
2016
Q2 		$750M Buy
5,311,524
+499,594
+10% +$66.6M 3.08% 3
2016
Q1 		$620M Sell
4,811,930
-1,415,137
-23% -$167M 2.32% 10
2015
Q4 		$733M Sell
6,227,067
-336,807
-5% -$39.4M 2.63% 8
2015
Q3 		$761M Buy
6,563,874
+278,071
+4% +$33.3M 2.65% 11
2015
Q2 		$767M Buy
6,285,803
+1,622,200
+35% +$192M 2.47% 13
2015
Q1 		$552M Sell
4,663,603
-1,114,574
-19% -$124M 1.65% 17
2014
Q4 		$584M Sell
5,778,177
-206,670
-3% -$19.6M 1.57% 18
2014
Q3 		$516M Sell
5,984,847
-435,556
-7% -$36.8M 1.37% 18
2014
Q2 		$525M Sell
6,420,403
-927,704
-13% -$73M 1.43% 19
2014
Q1 		$602M Sell
7,348,107
-316,458
-4% -$23.8M 1.57% 19
2013
Q4 		$577M Buy
7,664,565
+1,055,162
+16% +$75.8M 1.4% 22
2013
Q3 		$473M Buy
6,609,403
+983,995
+17% +$70.4M 1.25% 22
2013
Q2 		$368M Buy
+5,625,408
New +$350M 0.96% 25

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s UNH Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $145M and bringing the position to 3,158,451 shares worth $855M. The position accounts for 2.19% of the portfolio, ranked #14.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.17B in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 3,158,451 shares of UnitedHealth worth $855M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 488,292 UnitedHealth shares in Q1 2026, an estimated $145M.
  • UnitedHealth made up 2.19% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #14 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s UnitedHealth position peaked at $1.17B in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.