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New York Life Investment Management’s UnitedHealth UNH Stock Holding History

New York Life Investment 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 		$34M Buy
125,818
+1,628
+1% +$485K 0.29% 67
2025
Q4 		$41M Buy
124,190
+1,205
+1% +$408K 0.35% 55
2025
Q3 		$42.5M Sell
122,985
-1,891
-2% -$572K 0.37% 49
2025
Q2 		$39M Buy
124,876
+762
+0.6% +$291K 0.36% 53
2025
Q1 		$65M Buy
124,114
+590
+0.5% +$302K 0.66% 27
2024
Q4 		$62.5M Sell
123,524
-14,031
-10% -$7.97M 0.61% 26
2024
Q3 		$80.4M Sell
137,555
-3,784
-3% -$2.14M 0.78% 22
2024
Q2 		$72M Buy
141,339
+769
+0.5% +$377K 0.72% 23
2024
Q1 		$69.5M Sell
140,570
-4,868
-3% -$2.47M 0.69% 28
2023
Q4 		$76.6M Sell
145,438
-4,406
-3% -$2.35M 0.78% 25
2023
Q3 		$75.5M Sell
149,844
-2,122
-1% -$1.04M 0.82% 25
2023
Q2 		$73M Buy
151,966
+12,835
+9% +$6.28M 0.76% 24
2023
Q1 		$65.8M Buy
139,131
+184
+0.1% +$88.8K 0.73% 19
2022
Q4 		$73.7M Sell
138,947
-139
-0.1% -$73.6K 0.84% 16
2022
Q3 		$70.2M Sell
139,086
-333
-0.2% -$175K 0.85% 15
2022
Q2 		$71.6M Buy
+139,419
New +$70M 0.83% 18
2015
Q2 		– Sell
-1,500
Closed -$177K – 272
2015
Q1 		$177K Sell
1,500
-300
-17% -$33.3K 0.02% 203
2014
Q4 		$182K Sell
1,800
-1,500
-45% -$142K 0.02% 218
2014
Q3 		$285K Hold
3,300
– – 0.05% 126
2014
Q2 		$270K Hold
3,300
– – 0.05% 124
2014
Q1 		$271K Buy
+3,300
New +$248K 0.06% 76

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

New York Life Investment Management's UNH Position: Q1 2026 in Review

New York Life Investment Management increased its UnitedHealth (UNH) stake by 1.3% in Q1 2026, buying an estimated $485K and bringing the position to 125,818 shares worth $34M. The position accounts for 0.29% of the portfolio, ranked #67.

New York Life Investment Management first reported a position in UNH in Q1 2014 and has held it in 21 quarters since. The position peaked at $80.4M in Q3 2024. 3,032 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • New York Life Investment Management held 125,818 shares of UnitedHealth worth $34M as of Q1 2026.
  • New York Life Investment Management bought 1,628 UnitedHealth shares in Q1 2026, an estimated $485K.
  • UnitedHealth made up 0.29% of New York Life Investment Management's portfolio in Q1 2026, its #67 holding.
  • New York Life Investment Management first reported a position in UnitedHealth in Q1 2014 and has held it in 21 quarters since.
  • New York Life Investment Management's UnitedHealth position peaked at $80.4M in Q3 2024.
  • 3,032 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.