Ostrum Asset Management
UNH icon

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
Q3 		$2.89M Sell
7,880
-3,337
-30% -$1.34M 0.14% 108
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Ostrum Asset Management's UNH Position: Q3 2026 in Review

Ostrum Asset Management reduced its UnitedHealth (UNH) stake by 30% in Q3 2026, selling an estimated $1.34M and leaving 7,880 shares worth $2.89M. The position accounts for 0.14% of the portfolio, ranked #108.

Ostrum Asset Management first reported a position in UNH in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.1M in Q3 2023. 2,802 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Ostrum Asset Management held 7,880 shares of UnitedHealth worth $2.89M as of Q3 2026.
  • Ostrum Asset Management sold 3,337 UnitedHealth shares in Q3 2026, an estimated $1.34M.
  • UnitedHealth made up 0.14% of Ostrum Asset Management's portfolio in Q3 2026, its #108 holding.
  • Ostrum Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 15 quarters since.
  • Ostrum Asset Management's UnitedHealth position peaked at $10.1M in Q3 2023.
  • 2,802 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ostrum Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.