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 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 $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

Ostrum Asset Management's UNH Position: Q1 2026 in Review

Ostrum Asset Management reduced its UnitedHealth (UNH) stake by 33% in Q1 2026, selling an estimated $1.18M and leaving 7,887 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #135.

Ostrum Asset Management first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Ostrum Asset Management held 7,887 shares of UnitedHealth worth $2.13M as of Q1 2026.
Ostrum Asset Management sold 3,949 UnitedHealth shares in Q1 2026, an estimated $1.18M.
UnitedHealth made up 0.12% of Ostrum Asset Management's portfolio in Q1 2026, its #135 holding.
Ostrum Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's UnitedHealth position peaked at $10.1M in Q3 2023.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.