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 		$262K Buy
333
+306
+1,133% +$91.1K ﹤0.01% 3923
2025
Q4 		$237K Buy
27
+22
+440% +$7.46K ﹤0.01% 4008
2025
Q3 		$22.9K Buy
+5
New +$1.51K ﹤0.01% 5839

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.