J. Safra Sarasin Holding’s UnitedHealth UNH Stock Holding History

J. Safra Sarasin Holding’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	$10.9M	Buy	27,201 +3,050	+13%	+$1.13M	0.16%	119
2026 Q1	$6.54M	Sell	24,151 -10,796	-31%	-$3.22M	0.11%	124
2025 Q4	$11.5M	Buy	34,947 +19,591	+128%	+$6.64M	0.19%	103
2025 Q3	$5.3M	Buy	15,356 +1,798	+13%	+$544K	0.09%	132
2025 Q2	$4.23M	Sell	13,558 -7,290	-35%	-$2.79M	0.07%	147
2025 Q1	$10.9M	Buy	20,848 +2,442	+13%	+$1.25M	0.2%	103
2024 Q4	$9.31M	Buy	18,406 +3,163	+21%	+$1.8M	0.16%	116
2024 Q3	$8.91M	Sell	15,243 -9,733	-39%	-$5.51M	0.15%	115
2024 Q2	$12.6M	Buy	+24,976	New	+$12.2M	0.23%	94

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

J. Safra Sarasin Holding's UNH Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $1.13M and bringing the position to 27,201 shares worth $10.9M. The position accounts for 0.16% of the portfolio, ranked #119.

J. Safra Sarasin Holding first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.6M in Q2 2024. 1,728 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

J. Safra Sarasin Holding held 27,201 shares of UnitedHealth worth $10.9M as of Q2 2026.
J. Safra Sarasin Holding bought 3,050 UnitedHealth shares in Q2 2026, an estimated $1.13M.
UnitedHealth made up 0.16% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #119 holding.
J. Safra Sarasin Holding first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's UnitedHealth position peaked at $12.6M in Q2 2024.
1,728 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.