Mirabaud Asset Management’s UnitedHealth UNH Stock Holding History

Mirabaud Asset 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 Q1	–	Sell	-13,201	Closed	-$7.05M	–	45
2025 Q4	$7.05M	Buy	+13,201	New	+$4.47M	3.26%	13
2025 Q3	–	Sell	-14,851	Closed	-$4.59M	–	40
2025 Q2	$4.59M	Buy	14,851 +1,746	+13%	+$667K	2.14%	17
2025 Q1	$6.76M	Sell	13,105 -96	-0.7%	-$49.1K	3.54%	10
2024 Q4	$6.7M	Hold	13,201	–	–	3.12%	13
2024 Q3	$7.68M	Buy	+13,201	New	+$7.47M	3.17%	10

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mirabaud Asset Management's UNH Position: Q1 2026 in Review

Mirabaud Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 13,201 shares — an estimated $7.05M sold.

Mirabaud Asset Management first reported a position in UNH in Q3 2024 and held it in 5 quarters. The position peaked at $7.68M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Mirabaud Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Mirabaud Asset Management sold 13,201 UnitedHealth shares in Q1 2026, an estimated $7.05M.
Mirabaud Asset Management first reported a position in UnitedHealth in Q3 2024 and held it in 5 quarters.
Mirabaud Asset Management's UnitedHealth position peaked at $7.68M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.