O'Shaughnessy Asset Management’s UnitedHealth UNH Stock Holding History

O'Shaughnessy Asset 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	$33.1M	Sell	122,294 -22,267	-15%	-$6.63M	0.16%	130
2025 Q4	$47.7M	Buy	144,561 +12,930	+10%	+$4.38M	0.26%	73
2025 Q3	$45.5M	Buy	131,631 +24,827	+23%	+$7.51M	0.27%	67
2025 Q2	$33.3M	Sell	106,804 -18,709	-15%	-$7.15M	0.23%	86
2025 Q1	$65.7M	Buy	125,513 +6,162	+5%	+$3.15M	0.53%	31
2024 Q4	$60.4M	Buy	119,351 +6,813	+6%	+$3.87M	0.51%	35
2024 Q3	$68.1M	Buy	112,538 +26,161	+30%	+$14.8M	0.61%	28
2024 Q2	$44M	Buy	86,377 +2,046	+2%	+$1M	0.45%	40
2024 Q1	$41.7M	Buy	84,331 +149	+0.2%	+$75.7K	0.46%	45
2023 Q4	$44.3M	Buy	84,182 +1,798	+2%	+$959K	0.59%	32
2023 Q3	$41.5M	Buy	82,384 +6,584	+9%	+$3.24M	0.62%	33
2023 Q2	$36.4M	Buy	75,800 +13,570	+22%	+$6.64M	0.54%	42
2023 Q1	$29.4M	Sell	62,230 -13,667	-18%	-$6.6M	0.46%	57
2022 Q4	$40.2M	Buy	75,897 +6,162	+9%	+$3.26M	0.66%	33
2022 Q3	$35.2M	Sell	69,735 -22,156	-24%	-$11.7M	0.66%	32
2022 Q2	$47.2M	Buy	91,891 +4,544	+5%	+$2.28M	0.87%	23
2022 Q1	$44.5M	Buy	87,347 +10,258	+13%	+$4.95M	0.74%	28
2021 Q4	$38.7M	Buy	77,089 +2,650	+4%	+$1.2M	0.69%	32
2021 Q3	$29.1M	Buy	74,439 +54,414	+272%	+$22.5M	0.59%	45
2021 Q2	$8.02M	Buy	20,025 +3,077	+18%	+$1.23M	0.16%	145
2021 Q1	$6.31M	Buy	16,948 +3,632	+27%	+$1.26M	0.14%	143
2020 Q4	$4.67M	Buy	13,316 +1,933	+17%	+$648K	0.13%	126
2020 Q3	$3.55M	Buy	11,383 +3,311	+41%	+$1.02M	0.11%	123
2020 Q2	$2.38M	Buy	8,072 +7,028	+673%	+$2.01M	0.07%	153
2020 Q1	$260K	Sell	1,044 -1,030	-50%	-$283K	0.01%	405
2019 Q4	$610K	Buy	2,074 +2,025	+4,133%	+$530K	0.01%	358
2019 Q3	$11K	Sell	49 -29	-37%	-$7K	﹤0.01%	787
2019 Q2	$19K	Buy	78 +2	+3%	+$481	﹤0.01%	773
2019 Q1	$19K	Hold	76	–	–	﹤0.01%	764
2018 Q4	$19K	Sell	76 -7	-8%	-$1.85K	﹤0.01%	768
2018 Q3	$22K	Sell	83 -15	-15%	-$3.9K	﹤0.01%	757
2018 Q2	$24K	Hold	98	–	–	﹤0.01%	751
2018 Q1	$21K	Sell	98 -3,990	-98%	-$911K	﹤0.01%	768
2017 Q4	$901K	Sell	4,088 -52	-1%	-$11K	0.02%	288
2017 Q3	$811K	Buy	4,140 +54	+1%	+$10.4K	0.02%	300
2017 Q2	$758K	Sell	4,086 -2	-0%	-$351	0.02%	311
2017 Q1	$670K	Buy	4,088 +4,053	+11,580%	+$664K	0.02%	324
2016 Q4	$6K	Buy	+35	New	+$5.23K	﹤0.01%	819
2016 Q2	–	Sell	-6,038	Closed	-$783K	–	1003
2016 Q1	$783K	Sell	6,038 -4,932	-45%	-$583K	0.02%	297
2015 Q4	$1.29M	Sell	10,970 -21,007	-66%	-$2.46M	0.03%	257
2015 Q3	$3.81M	Buy	31,977 +15,183	+90%	+$1.82M	0.08%	174
2015 Q2	$2.05M	Buy	16,794 +8,294	+98%	+$981K	0.04%	232
2015 Q1	$1M	Buy	8,500 +7,701	+964%	+$855K	0.02%	303
2014 Q4	$81K	Buy	+799	New	+$75.7K	﹤0.01%	609
2013 Q4	–	Sell	-1,888	Closed	-$135K	–	1036
2013 Q3	$135K	Hold	1,888	–	–	﹤0.01%	553
2013 Q2	$124K	Buy	+1,888	New	+$117K	﹤0.01%	563

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

O'Shaughnessy Asset Management's UNH Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $6.63M and leaving 122,294 shares worth $33.1M. The position accounts for 0.16% of the portfolio, ranked #130.

O'Shaughnessy Asset Management first reported a position in UNH in Q2 2013 and has held it in 46 quarters since. The position peaked at $68.1M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

O'Shaughnessy Asset Management held 122,294 shares of UnitedHealth worth $33.1M as of Q1 2026.
O'Shaughnessy Asset Management sold 22,267 UnitedHealth shares in Q1 2026, an estimated $6.63M.
UnitedHealth made up 0.16% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #130 holding.
O'Shaughnessy Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 46 quarters since.
O'Shaughnessy Asset Management's UnitedHealth position peaked at $68.1M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.