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
Q2 		$624K Sell
232
-101
-30% -$37.4K ﹤0.01% 3472
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Osaic Holdings's UNH Position: Q2 2026 in Review

Osaic Holdings increased its UnitedHealth (UNH) stake by 6.3% in Q2 2026, buying an estimated $7.27M and bringing the position to 330,813 shares worth $138M. The position accounts for 0.16% of the portfolio, ranked #126.

Osaic Holdings first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $248M in Q3 2023. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Osaic Holdings held 330,813 shares of UnitedHealth worth $138M as of Q2 2026.
  • Osaic Holdings bought 19,620 UnitedHealth shares in Q2 2026, an estimated $7.27M.
  • UnitedHealth made up 0.16% of Osaic Holdings's portfolio in Q2 2026, its #126 holding.
  • Osaic Holdings first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's UnitedHealth position peaked at $248M in Q3 2023.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.