Mackenzie Financial’s UnitedHealth UNH Stock Holding History

Mackenzie Financial’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	$132M	Sell	489,509 -175,734	-26%	-$52.3M	0.16%	125
2025 Q4	$221M	Sell	665,243 -96,613	-13%	-$32.7M	0.26%	85
2025 Q3	$263M	Sell	761,856 -37,817	-5%	-$11.4M	0.32%	74
2025 Q2	$249M	Buy	799,673 +170,905	+27%	+$65.3M	0.32%	76
2025 Q1	$329M	Sell	628,768 -67,177	-10%	-$34.3M	0.47%	57
2024 Q4	$352M	Buy	695,945 +21,373	+3%	+$12.1M	0.48%	55
2024 Q3	$394M	Buy	674,572 +8,012	+1%	+$4.53M	0.55%	51
2024 Q2	$339M	Sell	666,560 -8,428	-1%	-$4.13M	0.5%	53
2024 Q1	$334M	Sell	674,988 -26,177	-4%	-$13.3M	0.48%	55
2023 Q4	$369M	Buy	701,165 +56,694	+9%	+$30.2M	0.56%	45
2023 Q3	$328M	Sell	644,471 -8,265	-1%	-$4.07M	0.55%	46
2023 Q2	$312M	Sell	652,736 -37,512	-5%	-$18.3M	0.47%	51
2023 Q1	$326M	Sell	690,248 -29,110	-4%	-$14M	0.5%	48
2022 Q4	$381M	Buy	719,358 +93,124	+15%	+$49.3M	0.64%	38
2022 Q3	$316M	Buy	626,234 +78,831	+14%	+$41.5M	0.54%	40
2022 Q2	$281M	Buy	547,403 +50,488	+10%	+$25.4M	0.45%	55
2022 Q1	$253M	Sell	496,915 -7,263	-1%	-$3.5M	0.34%	71
2021 Q4	$253M	Sell	504,178 -45,198	-8%	-$20.5M	0.34%	74
2021 Q3	$215M	Sell	549,376 -26,478	-5%	-$11M	0.3%	82
2021 Q2	$231M	Sell	575,854 -23,604	-4%	-$9.41M	0.32%	80
2021 Q1	$223M	Buy	599,458 +65,977	+12%	+$22.9M	0.34%	79
2020 Q4	$187M	Sell	533,481 -20,859	-4%	-$6.99M	0.4%	72
2020 Q3	$173M	Sell	554,340 -71,924	-11%	-$22.1M	0.43%	66
2020 Q2	$185M	Sell	626,264 -23,831	-4%	-$6.83M	0.49%	56
2020 Q1	$162M	Buy	650,095 +200,960	+45%	+$55.3M	0.52%	50
2019 Q4	$132M	Buy	449,135 +93,924	+26%	+$24.6M	0.32%	80
2019 Q3	$77.2M	Buy	355,211 +124,517	+54%	+$30M	0.2%	124
2019 Q2	$56.3M	Sell	230,694 -210,185	-48%	-$50.6M	0.15%	162
2019 Q1	$109M	Buy	440,879 +119,630	+37%	+$30.5M	0.26%	92
2018 Q4	$80M	Buy	321,249 +287,795	+860%	+$76M	0.21%	112
2018 Q3	$8.9M	Buy	33,454 +1,619	+5%	+$421K	0.02%	362
2018 Q2	$7.81M	Buy	31,835 +3,766	+13%	+$904K	0.02%	363
2018 Q1	$6.01M	Sell	28,069 -25,019	-47%	-$5.71M	0.02%	404
2017 Q4	$11.7M	Buy	53,088 +45,921	+641%	+$9.73M	0.03%	333
2017 Q3	$1.4M	Buy	7,167 +2,689	+60%	+$519K	0.01%	419
2017 Q2	$830K	Buy	4,478 +481	+12%	+$84.3K	﹤0.01%	466
2017 Q1	$656K	Buy	3,997 +62	+2%	+$10.2K	﹤0.01%	495
2016 Q4	$630K	Buy	3,935 +515	+15%	+$76.9K	﹤0.01%	488
2016 Q3	$479K	Sell	3,420 -6,260	-65%	-$877K	﹤0.01%	503
2016 Q2	$1.37M	Sell	9,680 -121	-1%	-$16.1K	0.01%	529
2016 Q1	$1.26M	Buy	9,801 +1,592	+19%	+$188K	0.01%	451
2015 Q4	$966K	Sell	8,209 -7,145	-47%	-$835K	0.01%	544
2015 Q3	$1.78M	Sell	15,354 -6,174	-29%	-$739K	0.01%	427
2015 Q2	$2.63M	Buy	21,528 +236	+1%	+$27.9K	0.01%	386
2015 Q1	$2.52M	Sell	21,292 -4,565	-18%	-$507K	0.01%	389
2014 Q4	$2.61M	Sell	25,857 -3,623	-12%	-$343K	0.01%	391
2014 Q3	$2.54M	Buy	29,480 +165	+0.6%	+$13.9K	0.01%	372
2014 Q2	$2.4M	Buy	29,315 +4,565	+18%	+$359K	0.01%	397
2014 Q1	$2.03M	Buy	24,750 +600	+2%	+$45.2K	0.01%	398
2013 Q4	$1.82M	Sell	24,150 -65,838	-73%	-$4.73M	0.01%	401
2013 Q3	$6.44M	Buy	89,988 +12,041	+15%	+$862K	0.03%	277
2013 Q2	$5.1M	Buy	+77,947	New	+$4.85M	0.02%	315

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mackenzie Financial's UNH Position: Q1 2026 in Review

Mackenzie Financial reduced its UnitedHealth (UNH) stake by 26% in Q1 2026, selling an estimated $52.3M and leaving 489,509 shares worth $132M. The position accounts for 0.16% of the portfolio, ranked #125.

Mackenzie Financial first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $394M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mackenzie Financial held 489,509 shares of UnitedHealth worth $132M as of Q1 2026.
Mackenzie Financial sold 175,734 UnitedHealth shares in Q1 2026, an estimated $52.3M.
UnitedHealth made up 0.16% of Mackenzie Financial's portfolio in Q1 2026, its #125 holding.
Mackenzie Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Mackenzie Financial's UnitedHealth position peaked at $394M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.