Osaic Holdings
UNH icon

Osaic Holdings’s UnitedHealth UNH Stock Holding History

Osaic Holdings’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 		$84.3M Buy
311,193
+8,392
+3% +$2.5M 0.12% 169
2025
Q4 		$100M Sell
302,801
-35,590
-11% -$12.1M 0.15% 136
2025
Q3 		$111M Buy
338,391
+60,139
+22% +$18.2M 0.16% 128
2025
Q2 		$96M Buy
278,252
+71,722
+35% +$27.4M 0.17% 119
2025
Q1 		$108M Sell
206,530
-53,686
-21% -$27.4M 0.24% 80
2024
Q4 		$105M Buy
260,216
+27,821
+12% +$15.8M 0.24% 77
2024
Q3 		$136M Sell
232,395
-13,199
-5% -$7.47M 0.31% 59
2024
Q2 		$125M Sell
245,594
-48,223
-16% -$23.6M 0.3% 58
2024
Q1 		$145M Sell
293,817
-104,023
-26% -$52.9M 0.32% 52
2023
Q4 		$210M Sell
397,840
-93,689
-19% -$50M 0.37% 45
2023
Q3 		$248M Buy
491,529
+114,725
+30% +$56.5M 0.37% 51
2023
Q2 		$181M Buy
376,804
+6,378
+2% +$3.12M 0.32% 60
2023
Q1 		$176M Buy
370,426
+9,157
+3% +$4.42M 0.33% 59
2022
Q4 		$192M Buy
361,269
+24,311
+7% +$12.9M 0.39% 38
2022
Q3 		$170M Buy
336,958
+12,656
+4% +$6.65M 0.39% 40
2022
Q2 		$167M Buy
324,302
+15,116
+5% +$7.59M 0.37% 45
2022
Q1 		$147M Buy
309,186
+10,724
+4% +$5.17M 0.29% 64
2021
Q4 		$150M Buy
298,462
+19,707
+7% +$8.92M 0.28% 69
2021
Q3 		$109M Buy
278,755
+6,548
+2% +$2.71M 0.23% 90
2021
Q2 		$109M Buy
272,207
+3,389
+1% +$1.35M 0.24% 86
2021
Q1 		$100M Buy
268,818
+12,360
+5% +$4.28M 0.24% 85
2020
Q4 		$90M Buy
256,458
+4,917
+2% +$1.65M 0.24% 90
2020
Q3 		$78.1M Buy
251,541
+16,398
+7% +$5.04M 0.23% 88
2020
Q2 		$69.4M Sell
235,143
-180,326
-43% -$51.7M 0.23% 91
2020
Q1 		$56.5M Buy
+415,469
New +$114M 0.23% 90

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

Osaic Holdings's UNH Position: Q1 2026 in Review

Osaic Holdings increased its UnitedHealth (UNH) stake by 2.8% in Q1 2026, buying an estimated $2.5M and bringing the position to 311,193 shares worth $84.3M. The position accounts for 0.12% of the portfolio, ranked #169.

Osaic Holdings first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $248M in Q3 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Osaic Holdings held 311,193 shares of UnitedHealth worth $84.3M as of Q1 2026.
  • Osaic Holdings bought 8,392 UnitedHealth shares in Q1 2026, an estimated $2.5M.
  • UnitedHealth made up 0.12% of Osaic Holdings's portfolio in Q1 2026, its #169 holding.
  • Osaic Holdings first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's UnitedHealth position peaked at $248M in Q3 2023.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.