Mercer Global Advisors
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Mercer Global Advisors’s UnitedHealth UNH Stock Holding History

Mercer Global 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 		$40.3M Buy
149,073
+5,736
+4% +$1.71M 0.06% 193
2025
Q4 		$47.7M Sell
143,337
-2,321
-2% -$787K 0.07% 169
2025
Q3 		$50.3M Buy
+145,658
New +$44.1M 0.08% 147
2025
Q2 		– Sell
-143,736
Closed -$54.9M – 2381
2025
Q1 		$75.3M Sell
143,736
-4,565
-3% -$2.33M 0.17% 76
2024
Q4 		$75M Sell
148,301
-240,102
-62% -$136M 0.18% 73
2024
Q3 		$227M Sell
388,403
-137
-0% -$77.5K 0.53% 32
2024
Q2 		$197M Buy
388,540
+63,742
+20% +$31.2M 0.54% 36
2024
Q1 		$161M Buy
324,798
+6,139
+2% +$3.12M 0.46% 40
2023
Q4 		$168M Buy
318,659
+165,685
+108% +$88.4M 0.5% 42
2023
Q3 		$77.1M Sell
152,974
-1,787
-1% -$879K 0.29% 55
2023
Q2 		$74.4M Buy
154,761
+12,889
+9% +$6.3M 0.3% 57
2023
Q1 		$67M Sell
141,872
-1,511
-1% -$729K 0.3% 53
2022
Q4 		$76M Buy
143,383
+6,561
+5% +$3.48M 0.38% 45
2022
Q3 		$69.1M Buy
136,822
+4,954
+4% +$2.6M 0.41% 44
2022
Q2 		$67.7M Buy
131,868
+8,699
+7% +$4.37M 0.41% 44
2022
Q1 		$62.8M Buy
123,169
+6,749
+6% +$3.26M 0.37% 50
2021
Q4 		$58.5M Buy
116,420
+6,980
+6% +$3.16M 0.36% 51
2021
Q3 		$42.8M Buy
109,440
+8,628
+9% +$3.57M 0.3% 56
2021
Q2 		$40.4M Buy
100,812
+3,796
+4% +$1.51M 0.31% 58
2021
Q1 		$36.1M Buy
97,016
+24,024
+33% +$8.32M 0.33% 53
2020
Q4 		$25.6M Buy
72,992
+1,999
+3% +$670K 0.32% 53
2020
Q3 		$22.1M Buy
70,993
+11,896
+20% +$3.65M 0.33% 53
2020
Q2 		$17.4M Buy
59,097
+9,319
+19% +$2.67M 0.32% 56
2020
Q1 		$12.4M Sell
49,778
-1,137
-2% -$313K 0.27% 72
2019
Q4 		$15M Buy
50,915
+6,716
+15% +$1.76M 0.3% 66
2019
Q3 		$9.61M Buy
44,199
+3,042
+7% +$734K 0.23% 91
2019
Q2 		$10M Buy
41,157
+4,735
+13% +$1.14M 0.27% 77
2019
Q1 		$9.01M Buy
+36,422
New +$9.29M 0.32% 60

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

Mercer Global Advisors's UNH Position: Q1 2026 in Review

Mercer Global Advisors increased its UnitedHealth (UNH) stake by 4% in Q1 2026, buying an estimated $1.71M and bringing the position to 149,073 shares worth $40.3M. The position accounts for 0.06% of the portfolio, ranked #193.

Mercer Global Advisors first reported a position in UNH in Q1 2019 and has held it in 28 quarters since. The position peaked at $227M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Mercer Global Advisors held 149,073 shares of UnitedHealth worth $40.3M as of Q1 2026.
  • Mercer Global Advisors bought 5,736 UnitedHealth shares in Q1 2026, an estimated $1.71M.
  • UnitedHealth made up 0.06% of Mercer Global Advisors's portfolio in Q1 2026, its #193 holding.
  • Mercer Global Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 28 quarters since.
  • Mercer Global Advisors's UnitedHealth position peaked at $227M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.