Ossiam’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.8M Sell
74,017
-43,848
-37% -$16.3M 0.41% 43
2026
Q1
$31.9M Buy
117,865
+102,627
+673% +$30.6M 0.56% 34
2025
Q4
$5.03M Sell
15,238
-52,947
-78% -$17.9M 0.1% 100
2025
Q3
$23.5M Buy
68,185
+67,685
+13,537% +$20.5M 0.3% 61
2025
Q2
$156K Sell
500
-5,215
-91% -$1.99M ﹤0.01% 558
2025
Q1
$2.99M Sell
5,715
-15,412
-73% -$7.88M 0.04% 182
2024
Q4
$10.7M Buy
21,127
+21,056
+29,656% +$12M 0.18% 90
2024
Q3
$41.5K Sell
71
-18,792
-100% -$10.6M ﹤0.01% 592
2024
Q2
$9.61M Sell
18,863
-101,540
-84% -$49.8M 0.18% 78
2024
Q1
$59.6M Buy
120,403
+2,199
+2% +$1.12M 1.04% 26
2023
Q4
$62.2M Buy
118,204
+100,837
+581% +$53.8M 1% 23
2023
Q3
$8.76M Sell
17,367
-258,368
-94% -$127M 0.15% 97
2023
Q2
$133M Buy
275,735
+268,897
+3,932% +$131M 2.38% 8
2023
Q1
$3.23M Buy
6,838
+1,037
+18% +$500K 0.07% 154
2022
Q4
$3.08M Sell
5,801
-44,132
-88% -$23.4M 0.08% 159
2022
Q3
$25.2M Buy
49,933
+48,955
+5,006% +$25.7M 0.73% 35
2022
Q2
$502K Sell
978
-67,806
-99% -$34.1M 0.02% 310
2022
Q1
$35.1M Sell
68,784
-6,184
-8% -$2.98M 0.92% 27
2021
Q4
$37.6M Buy
74,968
+24,982
+50% +$11.3M 0.99% 28
2021
Q3
$19.5M Sell
49,986
-78,248
-61% -$32.4M 0.55% 39
2021
Q2
$52.9M Buy
128,234
+99,545
+347% +$39.7M 1.43% 16
2021
Q1
$10.7M Buy
28,689
+20,644
+257% +$7.15M 0.33% 63
2020
Q4
$2.82M Buy
8,045
+7,921
+6,388% +$2.66M 0.1% 136
2020
Q3
$39K Buy
124
+37
+43% +$11.4K ﹤0.01% 361
2020
Q2
$26K Sell
87
-7,363
-99% -$2.11M ﹤0.01% 406
2020
Q1
$1.86M Buy
7,450
+6,251
+521% +$1.72M 0.13% 126
2019
Q4
$352K Sell
1,199
-9,919
-89% -$2.6M 0.03% 269
2019
Q3
$2.42M Sell
11,118
-795
-7% -$192K 0.17% 107
2019
Q2
$2.91M Sell
11,913
-115,583
-91% -$27.8M 0.23% 96
2019
Q1
$31.5M Buy
127,496
+124,987
+4,982% +$31.9M 2.6% 11
2018
Q4
$625K Buy
+2,509
New +$663K 0.09% 132

Other funds holding UNH

Ossiam's UNH Position: Q2 2026 in Review

Ossiam reduced its UnitedHealth (UNH) stake by 37% in Q2 2026, selling an estimated $16.3M and leaving 74,017 shares worth $30.8M. The position accounts for 0.41% of the portfolio, ranked #43.

Ossiam first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $133M in Q2 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ossiam held 74,017 shares of UnitedHealth worth $30.8M as of Q2 2026.
  • Ossiam sold 43,848 UnitedHealth shares in Q2 2026, an estimated $16.3M.
  • UnitedHealth made up 0.41% of Ossiam's portfolio in Q2 2026, its #43 holding.
  • Ossiam first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Ossiam's UnitedHealth position peaked at $133M in Q2 2023.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.