Manning & Napier Advisors’s UnitedHealth UNH Stock Holding History

Manning & Napier Advisors’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	$70.3M	Sell	259,824 -42,860	-14%	-$12.8M	0.99%	33
2025 Q4	$101M	Sell	302,684 -563,282	-65%	-$191M	1.31%	26
2025 Q3	$299M	Buy	865,966 +248,179	+40%	+$75.1M	3.81%	2
2025 Q2	$193M	Buy	617,787 +551,603	+833%	+$211M	2.3%	9
2025 Q1	$34.7M	Sell	66,184 -73,238	-53%	-$37.4M	0.43%	54
2024 Q4	$70.5M	Sell	139,422 -124,232	-47%	-$70.6M	0.81%	43
2024 Q3	$154M	Sell	263,654 -53,860	-17%	-$30.5M	1.7%	16
2024 Q2	$162M	Buy	+317,514	New	+$156M	1.83%	15

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

Manning & Napier Advisors's UNH Position: Q1 2026 in Review

Manning & Napier Advisors reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $12.8M and leaving 259,824 shares worth $70.3M. The position accounts for 0.99% of the portfolio, ranked #33.

Manning & Napier Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $299M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Manning & Napier Advisors held 259,824 shares of UnitedHealth worth $70.3M as of Q1 2026.
Manning & Napier Advisors sold 42,860 UnitedHealth shares in Q1 2026, an estimated $12.8M.
UnitedHealth made up 0.99% of Manning & Napier Advisors's portfolio in Q1 2026, its #33 holding.
Manning & Napier Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Manning & Napier Advisors's UnitedHealth position peaked at $299M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.