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Sarah Ketterer’s UnitedHealth UNH Stock Holding History

Sarah Ketterer’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 		$36.3M Buy
87,447
+15,583
+22% +$5.78M 0.39% 46
2026
Q1 		$19.4M Buy
+71,864
New +$21.4M 0.24% 66
2025
Q4 		– Sell
-64,603
Closed -$22.3M – 118
2025
Q3 		$22.3M Buy
+64,603
New +$19.5M 0.29% 64
2018
Q3 		– Sell
-457,740
Closed -$112M – 91
2018
Q2 		$112M Sell
457,740
-115,012
-20% -$27.6M 1.13% 27
2018
Q1 		$123M Sell
572,752
-282,698
-33% -$64.6M 1.31% 22
2017
Q4 		$189M Sell
855,450
-33,059
-4% -$7.01M 2% 20
2017
Q3 		$85.2M Sell
888,509
-347,170
-28% -$67.1M 0.96% 26
2017
Q2 		$229M Buy
1,235,679
+16,402
+1% +$2.88M 2.84% 12
2017
Q1 		$229M Buy
1,219,277
+173,916
+17% +$28.5M 3.11% 13
2016
Q4 		$196M Buy
1,045,361
+40,501
+4% +$6.05M 3.43% 9
2016
Q3 		$158M Buy
1,004,860
+40,607
+4% +$5.69M 2.9% 13
2016
Q2 		$156M Sell
964,253
-134,796
-12% -$18M 3.32% 10
2016
Q1 		$165M Sell
1,099,049
-18,511
-2% -$2.19M 3.79% 10
2015
Q4 		$158M Buy
1,117,560
+83,130
+8% +$9.72M 3.34% 11
2015
Q3 		$148M Buy
1,034,430
+225,344
+28% +$27M 2.98% 16
2015
Q2 		$115M Buy
809,086
+86,498
+12% +$10.2M 2.88% 16
2015
Q1 		$114M Sell
722,588
-454,036
-39% -$50.4M 2.97% 15
2014
Q4 		$133M Buy
1,176,624
+99,084
+9% +$9.39M 3.85% 8
2014
Q3 		$101M Sell
1,077,540
-366,900
-25% -$31M 3.49% 8
2014
Q2 		$122M Buy
1,444,440
+59,200
+4% +$4.66M 4.99% 4
2014
Q1 		$119M Buy
1,385,240
+151,422
+12% +$11.4M 5.37% 2
2013
Q4 		$96.8M Buy
1,233,818
+292,084
+31% +$21M 5.48% 1
2013
Q3 		$69.5M Buy
941,734
+203,700
+28% +$14.6M 5.67% 3
2013
Q2 		$51.1M Buy
+738,034
New +$45.9M 5.39% 2

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sarah Ketterer's UNH Position: Q2 2026 in Review

Sarah Ketterer increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $5.78M and bringing the position to 87,447 shares worth $36.3M. The position accounts for 0.39% of the portfolio, ranked #46.

Sarah Ketterer first reported a position in UNH in Q2 2013 and has held it in 24 quarters since. The position peaked at $229M in Q1 2017. 3,364 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Sarah Ketterer held 87,447 shares of UnitedHealth worth $36.3M as of Q2 2026.
  • Sarah Ketterer bought 15,583 UnitedHealth shares in Q2 2026, an estimated $5.78M.
  • UnitedHealth made up 0.39% of Sarah Ketterer's portfolio in Q2 2026, its #46 holding.
  • Sarah Ketterer first reported a position in UnitedHealth in Q2 2013 and has held it in 24 quarters since.
  • Sarah Ketterer's UnitedHealth position peaked at $229M in Q1 2017.
  • 3,364 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.