MMBG Investment Advisors’s UnitedHealth UNH Stock Holding History

MMBG Investment 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 Q1	$4.56M	Sell	16,858 -1,488	-8%	-$443K	0.42%	45
2025 Q4	$6.06M	Buy	18,346 +103	+0.6%	+$34.9K	0.51%	37
2025 Q3	$6.3M	Buy	18,243 +3,145	+21%	+$951K	0.56%	36
2025 Q2	$4.71M	Buy	15,098 +4,882	+48%	+$1.87M	0.47%	39
2025 Q1	$5.35M	Buy	10,216 +1,225	+14%	+$626K	0.6%	35
2024 Q4	$4.55M	Sell	8,991 -70	-0.8%	-$39.8K	0.48%	40
2024 Q3	$5.3M	Sell	9,061 -162	-2%	-$91.6K	0.55%	38
2024 Q2	$4.7M	Hold	9,223	–	–	0.5%	39
2024 Q1	$4.56M	Buy	9,223 +730	+9%	+$371K	0.48%	43
2023 Q4	$4.47M	Sell	8,493 -190	-2%	-$101K	0.53%	42
2023 Q3	$4.38M	Buy	8,683 +310	+4%	+$153K	0.55%	41
2023 Q2	$3.97M	Buy	8,373 +2,045	+32%	+$1,000K	0.48%	44
2023 Q1	$2.99M	Buy	6,328 +1,000	+19%	+$483K	0.38%	52
2022 Q4	$2.83M	Buy	5,328 +980	+23%	+$519K	0.37%	55
2022 Q3	$2.2M	Hold	4,348	–	–	0.29%	56
2022 Q2	$2.23M	Buy	4,348 +238	+6%	+$120K	0.28%	60
2022 Q1	$2.1M	Buy	4,110 +300	+8%	+$145K	0.22%	64
2021 Q4	$1.91M	Buy	+3,810	New	+$1.72M	0.18%	72

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

MMBG Investment Advisors's UNH Position: Q1 2026 in Review

MMBG Investment Advisors reduced its UnitedHealth (UNH) stake by 8.1% in Q1 2026, selling an estimated $443K and leaving 16,858 shares worth $4.56M. The position accounts for 0.42% of the portfolio, ranked #45.

MMBG Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.3M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

MMBG Investment Advisors held 16,858 shares of UnitedHealth worth $4.56M as of Q1 2026.
MMBG Investment Advisors sold 1,488 UnitedHealth shares in Q1 2026, an estimated $443K.
UnitedHealth made up 0.42% of MMBG Investment Advisors's portfolio in Q1 2026, its #45 holding.
MMBG Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's UnitedHealth position peaked at $6.3M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.