Mawer Investment Management
UNH icon

Mawer Investment Management’s UnitedHealth UNH Stock Holding History

Mawer Investment 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
Q1 		$39.7M Buy
146,546
+1,305
+0.9% +$389K 0.26% 69
2025
Q4 		$47.9M Sell
145,241
-7,064
-5% -$2.39M 0.27% 64
2025
Q3 		$52.6M Sell
152,305
-907,064
-86% -$274M 0.27% 66
2025
Q2 		$330M Sell
1,059,369
-1,014,563
-49% -$388M 1.68% 15
2025
Q1 		$1.09B Sell
2,073,932
-56,362
-3% -$28.8M 5.25% 4
2024
Q4 		$1.08B Sell
2,130,294
-49,481
-2% -$28.1M 4.89% 5
2024
Q3 		$1.27B Sell
2,179,775
-20,921
-1% -$11.8M 5.81% 4
2024
Q2 		$1.12B Buy
2,200,696
+25,895
+1% +$12.7M 5.31% 4
2024
Q1 		$1.08B Buy
2,174,801
+130,925
+6% +$66.6M 4.99% 4
2023
Q4 		$1.08B Buy
2,043,876
+32,726
+2% +$17.5M 5.51% 4
2023
Q3 		$1.01B Buy
2,011,150
+862,024
+75% +$424M 5.42% 4
2023
Q2 		$552M Sell
1,149,126
-21,148
-2% -$10.3M 2.89% 9
2023
Q1 		$553M Sell
1,170,274
-10,688
-0.9% -$5.16M 3.02% 9
2022
Q4 		$626M Buy
1,180,962
+38,343
+3% +$20.3M 3.53% 7
2022
Q3 		$577M Sell
1,142,619
-55,007
-5% -$28.9M 3.5% 10
2022
Q2 		$615M Sell
1,197,626
-4,805
-0.4% -$2.41M 3.49% 8
2022
Q1 		$613M Buy
1,202,431
+300,377
+33% +$145M 2.91% 11
2021
Q4 		$453M Buy
902,054
+499,990
+124% +$226M 2.04% 18
2021
Q3 		$157M Buy
402,064
+15,150
+4% +$6.27M 0.75% 33
2021
Q2 		$155M Buy
386,914
+40,283
+12% +$16.1M 0.77% 32
2021
Q1 		$129M Buy
346,631
+82,558
+31% +$28.6M 0.7% 37
2020
Q4 		$92.6M Buy
264,073
+71,235
+37% +$23.9M 0.55% 43
2020
Q3 		$60.1M Buy
192,838
+65,019
+51% +$20M 0.39% 52
2020
Q2 		$37.7M Buy
+127,819
New +$36.6M 0.28% 58

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

Mawer Investment Management's UNH Position: Q1 2026 in Review

Mawer Investment Management increased its UnitedHealth (UNH) stake by 0.9% in Q1 2026, buying an estimated $389K and bringing the position to 146,546 shares worth $39.7M. The position accounts for 0.26% of the portfolio, ranked #69.

Mawer Investment Management first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.27B in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mawer Investment Management held 146,546 shares of UnitedHealth worth $39.7M as of Q1 2026.
  • Mawer Investment Management bought 1,305 UnitedHealth shares in Q1 2026, an estimated $389K.
  • UnitedHealth made up 0.26% of Mawer Investment Management's portfolio in Q1 2026, its #69 holding.
  • Mawer Investment Management first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Mawer Investment Management's UnitedHealth position peaked at $1.27B in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mawer Investment Management's 13F filing for Q1 2026, filed 6 May 2026.