S&CO Inc’s UnitedHealth UNH Stock Holding History

S&CO Inc’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	$11.9M	Buy	44,072 +3,385	+8%	+$1.01M	0.74%	34
2025 Q4	$13.4M	Sell	40,687 -839	-2%	-$284K	0.83%	32
2025 Q3	$14.3M	Sell	41,526 -4,242	-9%	-$1.28M	0.88%	31
2025 Q2	$14.3M	Buy	45,768 +9,597	+27%	+$3.67M	0.92%	29
2025 Q1	$18.9M	Buy	36,171 +7,811	+28%	+$3.99M	1.27%	19
2024 Q4	$14.3M	Buy	28,360 +323	+1%	+$184K	0.97%	28
2024 Q3	$16.4M	Sell	28,037 -1,195	-4%	-$676K	1.07%	26
2024 Q2	$14.9M	Buy	29,232 +1,263	+5%	+$619K	1.04%	28
2024 Q1	$13.8M	Buy	27,969 +19,054	+214%	+$9.69M	0.97%	28
2023 Q4	$4.69M	Buy	8,915 +4,511	+102%	+$2.41M	0.36%	62
2023 Q3	$2.22M	Buy	4,404 +125	+3%	+$61.5K	0.18%	86
2023 Q2	$2.06M	Buy	4,279 +149	+4%	+$72.9K	0.17%	87
2023 Q1	$1.95M	Hold	4,130	–	–	0.17%	87
2022 Q4	$2.19M	Buy	4,130 +68	+2%	+$36K	0.19%	80
2022 Q3	$2.05M	Hold	4,062	–	–	0.18%	80
2022 Q2	$2.09M	Hold	4,062	–	–	0.18%	87
2022 Q1	$2.07M	Buy	4,062 +2,240	+123%	+$1.08M	0.15%	97
2021 Q4	$914K	Buy	+1,822	New	+$825K	0.06%	130

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

S&CO Inc's UNH Position: Q1 2026 in Review

S&CO Inc increased its UnitedHealth (UNH) stake by 8.3% in Q1 2026, buying an estimated $1.01M and bringing the position to 44,072 shares worth $11.9M. The position accounts for 0.74% of the portfolio, ranked #34.

S&CO Inc first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.9M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

S&CO Inc held 44,072 shares of UnitedHealth worth $11.9M as of Q1 2026.
S&CO Inc bought 3,385 UnitedHealth shares in Q1 2026, an estimated $1.01M.
UnitedHealth made up 0.74% of S&CO Inc's portfolio in Q1 2026, its #34 holding.
S&CO Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
S&CO Inc's UnitedHealth position peaked at $18.9M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.