Ostrum Asset Management’s UnitedHealth UNH Stock Holding History

Ostrum 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 Q2	$4.66M	Buy	11,217 +3,330	+42%	+$1.23M	0.22%	63
2026 Q1	$2.13M	Sell	7,887 -3,949	-33%	-$1.18M	0.12%	135
2025 Q4	$3.91M	Sell	11,836 -2,362	-17%	-$800K	0.19%	76
2025 Q3	$4.9M	Sell	14,198 -1,966	-12%	-$595K	0.22%	75
2025 Q2	$5.04M	Buy	16,164 +675	+4%	+$258K	0.24%	67
2025 Q1	$8.11M	Sell	15,489 -362	-2%	-$185K	0.43%	37
2024 Q4	$8.02M	Buy	15,851 +1,450	+10%	+$824K	0.69%	16
2024 Q3	$8.42M	Sell	14,401 -2,782	-16%	-$1.57M	0.7%	17
2024 Q2	$8.75M	Sell	17,183 -1,155	-6%	-$566K	0.76%	12
2024 Q1	$9.07M	Buy	18,338 +1,383	+8%	+$703K	0.72%	13
2023 Q4	$8.93M	Sell	16,955 -3,091	-15%	-$1.65M	0.78%	10
2023 Q3	$10.1M	Buy	20,046 +2,091	+12%	+$1.03M	0.94%	7
2023 Q2	$8.63M	Sell	17,955 -430	-2%	-$210K	0.72%	12
2023 Q1	$8.69M	Buy	+18,385	New	+$8.87M	0.76%	10

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ostrum Asset Management's UNH Position: Q2 2026 in Review

Ostrum Asset Management increased its UnitedHealth (UNH) stake by 42% in Q2 2026, buying an estimated $1.23M and bringing the position to 11,217 shares worth $4.66M. The position accounts for 0.22% of the portfolio, ranked #63.

Ostrum Asset Management first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Ostrum Asset Management held 11,217 shares of UnitedHealth worth $4.66M as of Q2 2026.
Ostrum Asset Management bought 3,330 UnitedHealth shares in Q2 2026, an estimated $1.23M.
UnitedHealth made up 0.22% of Ostrum Asset Management's portfolio in Q2 2026, its #63 holding.
Ostrum Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
Ostrum Asset Management's UnitedHealth position peaked at $10.1M in Q3 2023.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.