OrbiMed’s UnitedHealth UNH Stock Holding History

OrbiMed’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
2025 Q3	–	Sell	-336,300	Closed	-$105M	–	124
2025 Q2	$105M	Buy	336,300 +135,100	+67%	+$51.6M	2.62%	12
2025 Q1	$105M	Buy	201,200 +70,300	+54%	+$35.9M	2.51%	10
2024 Q4	$66.2M	Sell	130,900 -48,100	-27%	-$27.3M	1.36%	24
2024 Q3	$105M	Buy	179,000 +67,000	+60%	+$37.9M	1.9%	14
2024 Q2	$57M	Buy	112,000 +42,000	+60%	+$20.6M	1.13%	28
2024 Q1	$34.6M	Hold	70,000	–	–	0.63%	48
2023 Q4	$36.9M	Hold	70,000	–	–	0.74%	46
2023 Q3	$35.3M	Sell	70,000 -174,000	-71%	-$85.6M	0.75%	49
2023 Q2	$117M	Sell	244,000 -32,000	-12%	-$15.6M	2.13%	10
2023 Q1	$130M	Sell	276,000 -104,500	-27%	-$50.4M	2.56%	10
2022 Q4	$202M	Buy	380,500 +113,300	+42%	+$60M	3.86%	2
2022 Q3	$135K	Sell	267,200 -14,000	-5%	-$7.36M	2.51%	8
2022 Q2	$144K	Sell	281,200 -13,000	-4%	-$6.53M	2.62%	8
2022 Q1	$150M	Buy	294,200 +23,200	+9%	+$11.2M	2.43%	9
2021 Q4	$136M	Sell	271,000 -118,700	-30%	-$53.7M	1.75%	16
2021 Q3	$152M	Hold	389,700	–	–	1.67%	18
2021 Q2	$156M	Sell	389,700 -13,300	-3%	-$5.3M	1.58%	17
2021 Q1	$150M	Buy	403,000 +12,700	+3%	+$4.4M	1.4%	19
2020 Q4	$137M	Buy	+390,300	New	+$131M	1.2%	20
2019 Q1	–	Sell	-186,500	Closed	-$46.5M	–	141
2018 Q4	$46.5M	Hold	186,500	–	–	0.86%	40
2018 Q3	$49.6M	Buy	186,500 +63,200	+51%	+$16.4M	0.6%	51
2018 Q2	$30.3M	Buy	+123,300	New	+$29.6M	0.36%	65
2018 Q1	–	Sell	-239,500	Closed	-$52.8M	–	148
2017 Q4	$52.8M	Sell	239,500 -140,500	-37%	-$29.8M	0.67%	46
2017 Q3	$74.4M	Sell	380,000 -48,600	-11%	-$9.39M	0.71%	41
2017 Q2	$79.5M	Buy	428,600 +132,200	+45%	+$23.2M	0.83%	39
2017 Q1	$48.6M	Hold	296,400	–	–	0.55%	53
2016 Q4	$47.4M	Sell	296,400 -315,400	-52%	-$47.1M	0.6%	49
2016 Q3	$85.7M	Sell	611,800 -596,400	-49%	-$83.5M	0.98%	38
2016 Q2	$171M	Buy	1,208,200 +396,200	+49%	+$52.8M	1.78%	17
2016 Q1	$105M	Buy	812,000 +574,000	+241%	+$67.9M	1.1%	30
2015 Q4	$28M	Hold	238,000	–	–	0.25%	66
2015 Q3	$27.6M	Hold	238,000	–	–	0.28%	63
2015 Q2	$29M	Buy	238,000 +3,000	+1%	+$355K	0.24%	72
2015 Q1	$27.8M	Hold	235,000	–	–	0.24%	68
2014 Q4	$23.8M	Buy	235,000 +35,000	+18%	+$3.32M	0.23%	69
2014 Q3	$17.3M	Buy	+200,000	New	+$16.9M	0.18%	81
2014 Q2	–	Sell	-102,000	Closed	-$8.36M	–	145
2014 Q1	$8.36M	Sell	102,000 -689,000	-87%	-$51.9M	0.1%	100
2013 Q4	$59.6M	Sell	791,000 -538,000	-40%	-$38.6M	0.88%	34
2013 Q3	$95.2M	Buy	1,329,000 +121,000	+10%	+$8.66M	1.7%	22
2013 Q2	$79.1M	Buy	+1,208,000	New	+$75.2M	1.68%	22

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OrbiMed's UNH Position: Q3 2025 in Review

OrbiMed sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 336,300 shares — an estimated $105M sold.

OrbiMed first reported a position in UNH in Q2 2013 and held it in 40 quarters. The position peaked at $202M in Q4 2022. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

OrbiMed reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
OrbiMed sold 336,300 UnitedHealth shares in Q3 2025, an estimated $105M.
OrbiMed first reported a position in UnitedHealth in Q2 2013 and held it in 40 quarters.
OrbiMed's UnitedHealth position peaked at $202M in Q4 2022.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on OrbiMed's 13F filing for Q3 2025, filed 14 Nov 2025.