Groupama Asset Management’s UnitedHealth UNH Stock Holding History

Groupama 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
2026 Q2	$27.5M	Buy	65,529 +8,509	+15%	+$3.15M	0.35%	54
2026 Q1	$15.4M	Sell	57,020 -2,368	-4%	-$705K	0.23%	70
2025 Q4	$19.6M	Sell	59,388 -5,494	-8%	-$1.86M	0.29%	65
2025 Q3	$22.4M	Buy	64,882 +2,203	+4%	+$666K	0.33%	56
2025 Q2	$19.4M	Sell	62,679 -66,985	-52%	-$25.6M	0.32%	61
2025 Q1	$66.9M	Sell	129,664 -5,300	-4%	-$2.71M	1.34%	21
2024 Q4	$68.5M	Sell	134,964 -6,877	-5%	-$3.91M	1.4%	18
2024 Q3	$66.6M	Buy	141,841 +18,351	+15%	+$10.4M	1.73%	13
2024 Q2	$62.9M	Buy	123,490 +18,447	+18%	+$9.04M	0.85%	27
2024 Q1	$70.9M	Sell	105,043 -84,685	-45%	-$43.1M	1.29%	20
2023 Q4	$99.9M	Buy	+189,728	New	+$101M	2.6%	6

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Groupama Asset Management's UNH Position: Q2 2026 in Review

Groupama Asset Management increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $3.15M and bringing the position to 65,529 shares worth $27.5M. The position accounts for 0.35% of the portfolio, ranked #54.

Groupama Asset Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.9M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Groupama Asset Management held 65,529 shares of UnitedHealth worth $27.5M as of Q2 2026.
Groupama Asset Management bought 8,509 UnitedHealth shares in Q2 2026, an estimated $3.15M.
UnitedHealth made up 0.35% of Groupama Asset Management's portfolio in Q2 2026, its #54 holding.
Groupama Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Groupama Asset Management's UnitedHealth position peaked at $99.9M in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Groupama Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.