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
2026
Q2 		$38.3K Buy
+300
New +$111K ﹤0.01% 3541
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 $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 $3.37T AUM 44.26% 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

Mercer Global Advisors's UNH Position: Q2 2026 in Review

Mercer Global Advisors increased its UnitedHealth (UNH) stake by 29% in Q2 2026, buying an estimated $16M and bringing the position to 192,112 shares worth $79.8M. The position accounts for 0.1% of the portfolio, ranked #123.

Mercer Global Advisors first reported a position in UNH in Q1 2019 and has held it in 29 quarters since. The position peaked at $227M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mercer Global Advisors held 192,112 shares of UnitedHealth worth $79.8M as of Q2 2026.
  • Mercer Global Advisors bought 43,039 UnitedHealth shares in Q2 2026, an estimated $16M.
  • UnitedHealth made up 0.1% of Mercer Global Advisors's portfolio in Q2 2026, its #123 holding.
  • Mercer Global Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's UnitedHealth position peaked at $227M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.