MIM
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Meridiem Investment Management’s UnitedHealth UNH Stock Holding History

Meridiem 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 		$1.76M Sell
4,230
-450
-10% -$167K 0.05% 28
2026
Q1 		$1.27M Sell
4,680
-1,420
-23% -$423K 0.03% 26
2025
Q4 		$2.01M Sell
6,100
-3,230
-35% -$1.09M 0.04% 23
2025
Q3 		$3.22M Sell
9,330
-635,306
-99% -$192M 0.06% 23
2025
Q2 		$201M Buy
644,636
+74,702
+13% +$28.6M 3.65% 17
2025
Q1 		$298M Buy
569,934
+11,410
+2% +$5.83M 5.46% 5
2024
Q4 		$283M Sell
558,524
-155,496
-22% -$88.4M 5.06% 8
2024
Q3 		$417M Sell
714,020
-10,275
-1% -$5.81M 7.42% 1
2024
Q2 		$369M Buy
724,295
+110,315
+18% +$54.1M 6.93% 1
2024
Q1 		$304M Buy
613,980
+120,833
+25% +$61.4M 5.96% 5
2023
Q4 		$260M Buy
493,147
+76,836
+18% +$41M 5.6% 7
2023
Q3 		$210M Buy
416,311
+1,287
+0.3% +$633K 5.62% 3
2023
Q2 		$199M Sell
415,024
-156
-0% -$76.3K 5.14% 10
2023
Q1 		$196M Sell
415,180
-39,573
-9% -$19.1M 5.51% 8
2022
Q4 		$241M Sell
454,753
-25,967
-5% -$13.8M 7.48% 1
2022
Q3 		$243M Sell
480,720
-106,083
-18% -$55.8M 8.24% 1
2022
Q2 		$302M Buy
586,803
+19,245
+3% +$9.66M 8.31% 1
2022
Q1 		$290M Buy
567,558
+49,681
+10% +$24M 8.19% 1
2021
Q4 		$260M Sell
517,877
-29,167
-5% -$13.2M 7.85% 1
2021
Q3 		$214M Buy
547,044
+11,964
+2% +$4.96M 7.23% 2
2021
Q2 		$214M Buy
535,080
+14,881
+3% +$5.93M 7.77% 1
2021
Q1 		$194M Buy
520,199
+11,670
+2% +$4.04M 7.79% 1
2020
Q4 		$178M Buy
+508,529
New +$170M 9.33% 1

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

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

Meridiem Investment Management reduced its UnitedHealth (UNH) stake by 9.6% in Q2 2026, selling an estimated $167K and leaving 4,230 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #28.

Meridiem Investment Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $417M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Meridiem Investment Management held 4,230 shares of UnitedHealth worth $1.76M as of Q2 2026.
  • Meridiem Investment Management sold 450 UnitedHealth shares in Q2 2026, an estimated $167K.
  • UnitedHealth made up 0.05% of Meridiem Investment Management's portfolio in Q2 2026, its #28 holding.
  • Meridiem Investment Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Meridiem Investment Management's UnitedHealth position peaked at $417M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Meridiem Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.