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
Q2 		$54M Sell
129,954
-16,592
-11% -$6.15M 0.37% 59
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mawer Investment Management's UNH Position: Q2 2026 in Review

Mawer Investment Management reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $6.15M and leaving 129,954 shares worth $54M. The position accounts for 0.37% of the portfolio, ranked #59.

Mawer Investment Management first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.27B in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mawer Investment Management held 129,954 shares of UnitedHealth worth $54M as of Q2 2026.
  • Mawer Investment Management sold 16,592 UnitedHealth shares in Q2 2026, an estimated $6.15M.
  • UnitedHealth made up 0.37% of Mawer Investment Management's portfolio in Q2 2026, its #59 holding.
  • Mawer Investment Management first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Mawer Investment Management's UnitedHealth position peaked at $1.27B in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.