Mercer Global Advisors
UNH icon

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
2025
Q3 		– Sell
-127,010
Closed -$39.6M – 2745
2025
Q2 		$39.6M Buy
+127,010
New +$48.5M 0.08% 132
2021
Q2 		– Sell
-100
Closed -$37K – 1748
2021
Q1 		$37K Buy
+100
New +$34.6K ﹤0.01% 1591

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.