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 Q2	$518K	Sell	1,246 -6,822	-85%	-$2.53M	0.02%	170
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirova's UNH Position: Q2 2026 in Review

Mirova reduced its UnitedHealth (UNH) stake by 85% in Q2 2026, selling an estimated $2.53M and leaving 1,246 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #170.

Mirova first reported a position in UNH in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.18M in Q1 2026. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Mirova held 1,246 shares of UnitedHealth worth $518K as of Q2 2026.
Mirova sold 6,822 UnitedHealth shares in Q2 2026, an estimated $2.53M.
UnitedHealth made up 0.02% of Mirova's portfolio in Q2 2026, its #170 holding.
Mirova first reported a position in UnitedHealth in Q4 2018 and has held it in 16 quarters since.
Mirova's UnitedHealth position peaked at $2.18M in Q1 2026.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mirova's 13F filing for Q2 2026, filed 13 Aug 2026.