Russell Investments Group
UNH icon

Russell Investments Group’s UnitedHealth UNH Stock Holding History

Russell Investments Group’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 		$339M Sell
1,258,639
-15,810
-1% -$4.71M 0.36% 35
2025
Q4 		$421M Sell
1,274,449
-22,913
-2% -$7.76M 0.46% 20
2025
Q3 		$448M Buy
1,297,362
+212,991
+20% +$64.4M 0.51% 18
2025
Q2 		$338M Sell
1,084,371
-137,026
-11% -$52.4M 0.43% 29
2025
Q1 		$639M Sell
1,221,397
-21,465
-2% -$11M 0.88% 10
2024
Q4 		$629M Buy
1,242,862
+110,302
+10% +$62.7M 0.87% 11
2024
Q3 		$662M Buy
1,132,560
+108,045
+11% +$61.1M 0.96% 10
2024
Q2 		$520M Sell
1,024,515
-50,614
-5% -$24.8M 0.84% 11
2024
Q1 		$532M Sell
1,075,129
-77,768
-7% -$39.5M 0.84% 11
2023
Q4 		$607M Sell
1,152,897
-18,510
-2% -$9.87M 1.08% 10
2023
Q3 		$591M Sell
1,171,407
-77,046
-6% -$37.9M 1.17% 9
2023
Q2 		$600M Sell
1,248,453
-38,765
-3% -$19M 1.16% 9
2023
Q1 		$608M Buy
1,287,218
+96,689
+8% +$46.7M 1.19% 5
2022
Q4 		$631M Sell
1,190,529
-27,411
-2% -$14.5M 1.3% 3
2022
Q3 		$615M Buy
1,217,940
+41,605
+4% +$21.9M 1.35% 4
2022
Q2 		$604M Buy
1,176,335
+4,593
+0.4% +$2.31M 1.23% 5
2022
Q1 		$598M Sell
1,171,742
-55,703
-5% -$26.9M 1.04% 6
2021
Q4 		$616M Sell
1,227,445
-10,651
-0.9% -$4.82M 0.99% 8
2021
Q3 		$484M Sell
1,238,096
-11,195
-0.9% -$4.64M 0.82% 10
2021
Q2 		$500M Sell
1,249,291
-8,542
-0.7% -$3.41M 0.84% 8
2021
Q1 		$468M Buy
1,257,833
+142,887
+13% +$49.5M 0.83% 10
2020
Q4 		$390M Buy
1,114,946
+17,151
+2% +$5.75M 0.77% 12
2020
Q3 		$341M Sell
1,097,795
-225,892
-17% -$69.4M 0.73% 13
2020
Q2 		$389M Sell
1,323,687
-40,543
-3% -$11.6M 0.87% 10
2020
Q1 		$341M Sell
1,364,230
-450,147
-25% -$124M 0.88% 11
2019
Q4 		$533M Sell
1,814,377
-61,970
-3% -$16.2M 0.99% 9
2019
Q3 		$407M Sell
1,876,347
-55,624
-3% -$13.4M 0.79% 12
2019
Q2 		$472M Buy
1,931,971
+69,866
+4% +$16.8M 0.88% 8
2019
Q1 		$459M Buy
1,862,105
+293,677
+19% +$74.9M 0.85% 11
2018
Q4 		$390M Sell
1,568,428
-107,338
-6% -$28.4M 0.87% 9
2018
Q3 		$445M Sell
1,675,766
-29,508
-2% -$7.68M 0.84% 9
2018
Q2 		$418M Sell
1,705,274
-596,671
-26% -$143M 0.87% 8
2018
Q1 		$494M Buy
2,301,945
+111,353
+5% +$25.4M 0.84% 13
2017
Q4 		$488M Sell
2,190,592
-14,572
-0.7% -$3.09M 0.82% 12
2017
Q3 		$432M Buy
2,205,164
+72,946
+3% +$14.1M 0.74% 15
2017
Q2 		$395M Buy
2,132,218
+120,487
+6% +$21.1M 0.7% 15
2017
Q1 		$330M Buy
2,011,731
+62,902
+3% +$10.3M 0.61% 18
2016
Q4 		$314M Buy
+1,948,829
New +$291M 0.61% 18

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Russell Investments Group's UNH Position: Q1 2026 in Review

Russell Investments Group reduced its UnitedHealth (UNH) stake by 1.2% in Q1 2026, selling an estimated $4.71M and leaving 1,258,639 shares worth $339M. The position accounts for 0.36% of the portfolio, ranked #35.

Russell Investments Group first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $662M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Russell Investments Group held 1,258,639 shares of UnitedHealth worth $339M as of Q1 2026.
  • Russell Investments Group sold 15,810 UnitedHealth shares in Q1 2026, an estimated $4.71M.
  • UnitedHealth made up 0.36% of Russell Investments Group's portfolio in Q1 2026, its #35 holding.
  • Russell Investments Group first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • Russell Investments Group's UnitedHealth position peaked at $662M in Q3 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.