MML Investors Services
UNH icon

MML Investors Services’s UnitedHealth UNH Stock Holding History

MML Investors Services’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 		$26.9M Sell
99,276
-15,625
-14% -$4.65M 0.07% 269
2025
Q4 		$37.9M Sell
114,901
-30,448
-21% -$10.3M 0.09% 215
2025
Q3 		$50.2M Sell
145,349
-43,227
-23% -$13.1M 0.13% 151
2025
Q2 		$58.8M Buy
188,576
+52,185
+38% +$19.9M 0.17% 124
2025
Q1 		$71.4M Buy
136,391
+1,745
+1% +$892K 0.24% 87
2024
Q4 		$68.1M Buy
134,646
+1,545
+1% +$878K 0.24% 82
2024
Q3 		$77.8M Sell
133,101
-3,471
-3% -$1.96M 0.28% 68
2024
Q2 		$69.6M Sell
136,572
-27,275
-17% -$13.4M 0.28% 61
2024
Q1 		$81.1M Sell
163,847
-4,459
-3% -$2.27M 0.33% 55
2023
Q4 		$88.6M Buy
168,306
+23,907
+17% +$12.8M 0.41% 43
2023
Q3 		$72.8M Buy
144,399
+3,559
+3% +$1.75M 0.4% 45
2023
Q2 		$67.7M Buy
140,840
+20,876
+17% +$10.2M 0.37% 47
2023
Q1 		$56.7M Sell
119,964
-11,051
-8% -$5.33M 0.4% 47
2022
Q4 		$69.5M Buy
131,015
+2,776
+2% +$1.47M 0.46% 38
2022
Q3 		$64.8M Buy
128,239
+6,910
+6% +$3.63M 0.49% 28
2022
Q2 		$62.3M Buy
121,329
+10,924
+10% +$5.49M 0.47% 33
2022
Q1 		$56.3M Buy
110,405
+15,647
+17% +$7.55M 0.4% 44
2021
Q4 		$47.6M Buy
94,758
+6,153
+7% +$2.79M 0.34% 50
2021
Q3 		$34.6M Buy
88,605
+4,758
+6% +$1.97M 0.28% 69
2021
Q2 		$33.6M Buy
83,847
+6,301
+8% +$2.51M 0.28% 70
2021
Q1 		$28.9M Buy
77,546
+7,310
+10% +$2.53M 0.28% 77
2020
Q4 		$24.6M Buy
70,236
+4,808
+7% +$1.61M 0.26% 86
2020
Q3 		$20.4M Buy
65,428
+3,229
+5% +$992K 0.26% 90
2020
Q2 		$18.3M Buy
62,199
+4,090
+7% +$1.17M 0.25% 100
2020
Q1 		$14.5M Buy
58,109
+59
+0.1% +$16.2K 0.25% 100
2019
Q4 		$17.1M Sell
58,050
-9,887
-15% -$2.59M 0.24% 100
2019
Q3 		$14.8M Sell
67,937
-12,671
-16% -$3.06M 0.24% 106
2019
Q2 		$19.7M Buy
80,608
+8,466
+12% +$2.04M 0.28% 87
2019
Q1 		$17.8M Buy
72,142
+6,066
+9% +$1.55M 0.28% 94
2018
Q4 		$16.5M Buy
66,076
+4,068
+7% +$1.07M 0.3% 86
2018
Q3 		$16.5M Buy
62,008
+15,127
+32% +$3.93M 0.28% 91
2018
Q2 		$11.5M Buy
46,881
+1,852
+4% +$445K 0.25% 101
2018
Q1 		$9.64M Buy
45,029
+75
+0.2% +$17.1K 0.2% 121
2017
Q4 		$9.91M Buy
44,954
+4,931
+12% +$1.05M 0.19% 117
2017
Q3 		$7.84M Buy
40,023
+2,026
+5% +$391K 0.16% 137
2017
Q2 		$7.04M Buy
37,997
+4,118
+12% +$722K 0.14% 145
2017
Q1 		$5.56M Buy
+33,879
New +$5.55M 0.11% 73

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
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

MML Investors Services's UNH Position: Q1 2026 in Review

MML Investors Services reduced its UnitedHealth (UNH) stake by 14% in Q1 2026, selling an estimated $4.65M and leaving 99,276 shares worth $26.9M. The position accounts for 0.07% of the portfolio, ranked #269.

MML Investors Services first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. The position peaked at $88.6M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • MML Investors Services held 99,276 shares of UnitedHealth worth $26.9M as of Q1 2026.
  • MML Investors Services sold 15,625 UnitedHealth shares in Q1 2026, an estimated $4.65M.
  • UnitedHealth made up 0.07% of MML Investors Services's portfolio in Q1 2026, its #269 holding.
  • MML Investors Services first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's UnitedHealth position peaked at $88.6M in Q4 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.