Mirova’s UnitedHealth UNH Stock Holding History

Mirova’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	$2.18M	Buy	+8,068	New	+$2.4M	0.09%	150
2022 Q4	–	Sell	-897	Closed	-$453K	–	195
2022 Q3	$453K	Sell	897 -14	-2%	-$7.36K	0.08%	122
2022 Q2	$467K	Buy	+911	New	+$457K	0.07%	133
2021 Q4	–	Sell	-4,054	Closed	-$1.58M	–	203
2021 Q3	$1.58M	Buy	4,054 +364	+10%	+$151K	0.2%	59
2021 Q2	$1.48M	Sell	3,690 -44	-1%	-$17.5K	0.18%	58
2021 Q1	$1.39M	Buy	3,734 +659	+21%	+$228K	0.17%	62
2020 Q4	$1.08M	Buy	3,075 +1,722	+127%	+$577K	0.14%	59
2020 Q3	$422K	Sell	1,353 -129	-9%	-$39.6K	0.07%	45
2020 Q2	$437K	Sell	1,482 -32	-2%	-$9.17K	0.1%	43
2020 Q1	$378K	Sell	1,514 -642	-30%	-$177K	0.14%	41
2019 Q4	$634K	Buy	2,156 +776	+56%	+$203K	0.22%	32
2019 Q3	$300K	Buy	1,380 +124	+10%	+$29.9K	0.04%	44
2019 Q2	$306K	Hold	1,256	–	–	0.03%	40
2019 Q1	$311K	Buy	1,256 +374	+42%	+$95.4K	0.17%	20
2018 Q4	$220K	Buy	+882	New	+$233K	0.1%	35

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 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