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Mather Group’s UnitedHealth UNH Stock Holding History

Mather Group’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 		$850K Sell
3,141
-925
-23% -$275K 0.01% 369
2025
Q4 		$1.34M Buy
4,066
+174
+4% +$59K 0.01% 245
2025
Q3 		$1.34M Hold
3,892
– – 0.01% 240
2025
Q2 		$1.21M Sell
3,892
-606
-13% -$232K 0.01% 244
2025
Q1 		$2.36M Sell
4,498
-821
-15% -$420K 0.03% 172
2024
Q4 		$2.69M Buy
5,319
+198
+4% +$113K 0.03% 146
2024
Q3 		$2.99M Sell
5,121
-282
-5% -$160K 0.04% 142
2024
Q2 		$2.67M Buy
5,403
+408
+8% +$200K 0.03% 158
2024
Q1 		$2.63M Sell
4,995
-198
-4% -$101K 0.04% 139
2023
Q4 		$2.73M Buy
5,193
+313
+6% +$167K 0.04% 140
2023
Q3 		$2.46M Sell
4,880
-230
-5% -$113K 0.04% 141
2023
Q2 		$2.46M Buy
5,110
+437
+9% +$214K 0.04% 148
2023
Q1 		$2.21M Sell
4,673
-520
-10% -$251K 0.04% 143
2022
Q4 		$2.75M Buy
5,193
+59
+1% +$31.3K 0.05% 117
2022
Q3 		$2.59M Buy
5,134
+2,069
+68% +$1.09M 0.06% 113
2022
Q2 		$1.57M Sell
3,065
-7,008
-70% -$3.52M 0.04% 145
2022
Q1 		$5.14M Buy
10,073
+1,397
+16% +$674K 0.1% 74
2021
Q4 		$4.36M Sell
8,676
-3,585
-29% -$1.62M 0.09% 73
2021
Q3 		$4.79M Buy
12,261
+4,243
+53% +$1.76M 0.12% 58
2021
Q2 		$3.21M Buy
8,018
+55
+0.7% +$21.9K 0.08% 60
2021
Q1 		$2.96M Buy
7,963
+106
+1% +$36.7K 0.08% 61
2020
Q4 		$2.75M Buy
7,857
+4,386
+126% +$1.47M 0.09% 58
2020
Q3 		$1.08M Buy
3,471
+58
+2% +$17.8K 0.04% 86
2020
Q2 		$1.01M Buy
3,413
+79
+2% +$22.6K 0.05% 87
2020
Q1 		$831K Buy
3,334
+141
+4% +$38.8K 0.06% 73
2019
Q4 		$939K Buy
+3,193
New +$835K 0.06% 67

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

Mather Group's UNH Position: Q1 2026 in Review

Mather Group reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $275K and leaving 3,141 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #369.

Mather Group first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.14M in Q1 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mather Group held 3,141 shares of UnitedHealth worth $850K as of Q1 2026.
  • Mather Group sold 925 UnitedHealth shares in Q1 2026, an estimated $275K.
  • UnitedHealth made up 0.01% of Mather Group's portfolio in Q1 2026, its #369 holding.
  • Mather Group first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Mather Group's UnitedHealth position peaked at $5.14M in Q1 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.