S
UNH icon

Sachetta’s UnitedHealth UNH Stock Holding History

Sachetta’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 		$169K Buy
406
+52
+15% +$19.3K 0.08% 107
2026
Q1 		$95.7K Buy
354
+70
+25% +$20.8K 0.05% 145
2025
Q4 		$93.7K Sell
284
-50
-15% -$16.9K 0.05% 145
2025
Q3 		$115K Buy
334
+107
+47% +$32.4K 0.04% 184
2025
Q2 		$70.8K Sell
227
-269
-54% -$103K 0.03% 215
2025
Q1 		$260K Sell
496
-14
-3% -$7.16K 0.11% 128
2024
Q4 		$258K Sell
510
-27
-5% -$15.3K 0.1% 130
2024
Q3 		$314K Buy
537
+79
+17% +$44.7K 0.12% 117
2024
Q2 		$264K Buy
458
+2
+0.4% +$980 0.12% 129
2024
Q1 		$240K Hold
456
– – 0.11% 127
2023
Q4 		$240K Buy
+456
New +$243K 0.11% 127

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sachetta's UNH Position: Q2 2026 in Review

Sachetta increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $19.3K and bringing the position to 406 shares worth $169K. The position accounts for 0.08% of the portfolio, ranked #107.

Sachetta first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $314K in Q3 2024. 652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sachetta held 406 shares of UnitedHealth worth $169K as of Q2 2026.
  • Sachetta bought 52 UnitedHealth shares in Q2 2026, an estimated $19.3K.
  • UnitedHealth made up 0.08% of Sachetta's portfolio in Q2 2026, its #107 holding.
  • Sachetta first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's UnitedHealth position peaked at $314K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.